Position in MSFT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,027,430
+$51,634 QoQ
Shares Held
8,116
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.66%
of 13F equity value
Holder Rank
#3,966
of 6,192 holders
Holding Since
Sep 2020
24 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, 2026PACES FERRY WEALTH ADVISORS, LLC holds $5,377,717 across 4 Software - Infrastructure names. MSFT ranks #1 (56.3% of the industry book) .
All Filings in MSFT
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,027,430 | 8,116 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,975,796 | 8,039 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,887,337 | 8,038 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,318,667 | 8,338 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,146,409 | 8,336 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,178,051 | 8,466 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,681,802 | 8,735 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $3,691,543 | 8,579 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,824,998 | 8,558 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,493,658 | 8,304 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $3,098,569 | 8,240 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $2,531,052 | 8,016 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,649,060 | 7,779 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $2,302,075 | 7,985 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $1,837,740 | 7,663 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $1,825,237 | 7,837 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $2,023,820 | 7,880 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $2,521,667 | 8,179 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $2,646,838 | 7,870 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $2,305,259 | 8,177 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $2,304,546 | 8,507 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,958,305 | 8,306 | Shares | Sole | 2021-05-19 | |
| 2020-12-31 | $1,780,694 | 8,006 | Shares | Sole | 2021-03-05 | |
| 2020-09-30 | $1,709,351 | 8,127 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||