Position in MSFT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$7,232,111
+$699,351 QoQ
Shares Held
19,388
+9.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
4.70%
of 13F equity value
Holder Rank
#2,811
of 6,193 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Adams Wealth Management holds $8,894,127 across 4 Software - Infrastructure names. MSFT ranks #1 (81.3% of the industry book) .
All Filings in MSFT
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,232,111 | 19,388 | Shares | Other | 2026-08-10 | |
| 2026-03-31 | $6,532,760 | 17,648 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $6,726,186 | 13,908 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $6,488,877 | 12,528 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,969,503 | 16,022 | Shares | Sole | 2025-09-25 | |
| 2025-03-31 | $7,320,480 | 19,501 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $7,938,531 | 18,834 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $7,104,683 | 16,511 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $7,624,967 | 17,060 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $7,373,959 | 17,527 | Shares | Sole | 2024-05-20 | |
| 2023-12-31 | $4,396,283 | 11,691 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $3,732,796 | 11,822 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $3,872,961 | 11,373 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,208,779 | 11,130 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $2,641,617 | 11,015 | Shares | Sole | 2023-02-17 | |
| 2022-09-30 | $2,504,839 | 10,755 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,746,540 | 10,694 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $3,165,727 | 10,268 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $3,481,248 | 10,351 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $3,345,826 | 11,868 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $2,641,275 | 9,750 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $2,351,569 | 9,974 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $2,284,920 | 10,273 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $2,293,648 | 10,905 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,276,055 | 11,184 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $2,067,104 | 13,107 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||