CWS Financial Advisors, LLC

Position in MSFT — Microsoft Corp

CIK 1802459 KALAMAZOO, MI

Position in MSFT

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$6,835,218

+$97,014 QoQ

Shares Held

18,324

+0.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

3.63%

of 13F equity value

Holder Rank

#2,890

of 6,194 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

CWS Financial Advisors, LLC holds $7,291,839 across 3 Software - Infrastructure names. MSFT ranks #1 (93.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	18,324	$6,835,218
2	NET	Cloudflare, Inc.	969	$237,676
3	ORCL	Oracle Corp	1,494	$218,945

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,835,218	18,324	+0.7%	Shares	Sole	2026-07-30
2026-03-31	$6,738,204	18,203	+1.0%	Shares	Sole	2026-04-27
2025-12-31	$8,712,897	18,016	-0.0%	Shares	Sole	2026-02-06
2025-09-30	$9,333,976	18,021	+0.4%	Shares	Sole	2025-11-04
2025-06-30	$8,927,514	17,948	-5.8%	Shares	Sole	2025-08-08
2025-03-31	$7,151,554	19,051	+8.7%	Shares	Sole	2025-05-14
2024-12-31	$7,387,630	17,527	+3.0%	Shares	Sole	2025-02-04
2024-09-30	$7,319,833	17,011	-0.0%	Shares	Sole	2024-11-14
2024-06-30	$7,605,301	17,016	+3.1%	Shares	Sole	2024-07-31
2024-03-31	$6,941,038	16,498	-15.5%	Shares	Sole	2024-05-01
2023-12-31	$7,344,437	19,531	-9.8%	Shares	Sole	2024-02-08
2023-09-30	$6,833,145	21,641	+0.6%	Shares	Sole	2023-11-14
2023-06-30	$7,327,739	21,518	-1.1%	Shares	Sole	2023-08-14
2023-03-31	$6,273,696	21,761	-6.9%	Shares	Sole	2023-05-09
2022-12-31	$5,608,430	23,386	+8.9%	Shares	Sole	2023-02-10
2022-09-30	$5,001,061	21,473	-0.3%	Shares	Sole	2022-11-09
2022-06-30	$5,532,631	21,542	-19.8%	Shares	Sole	2022-08-08
2022-03-31	$8,280,898	26,859	+0.1%	Shares	Sole	2022-05-03
2021-12-31	$9,023,801	26,831	+13.3%	Shares	Sole	2022-02-15
2021-06-30	$6,415,995	23,684	+1.3%	Shares	Sole	2021-08-06
2021-03-31	$5,513,717	23,386	+0.7%	Shares	Sole	2021-05-13
2020-12-31	$5,166,149	23,227	-2.0%	Shares	Sole	2021-02-12
2020-09-30	$4,985,031	23,701	-6.1%	Shares	Sole	2020-11-10
2020-06-30	$5,135,167	25,233	+28.9%	Shares	Sole	2020-08-11
2020-03-31	$3,086,226	19,569	—	Shares	Sole	2020-04-02
No filing history on record for this holder in this stock.