Position in MSFT
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$667,332
+$179,078 QoQ
Shares Held
1,789
+35.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#5,563
of 6,194 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026LOUNTZIS ASSET MANAGEMENT, LLC holds $20,803,090 across 3 Software - Infrastructure names. MSFT ranks #3 (3.2% of the industry book) .
All Filings in MSFT
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $667,332 | 1,789 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $488,254 | 1,319 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $601,623 | 1,244 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $715,806 | 1,382 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $687,420 | 1,382 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $518,788 | 1,382 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $468,286 | 1,111 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $478,063 | 1,111 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $492,985 | 1,103 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $464,054 | 1,103 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $414,772 | 1,103 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $304,067 | 963 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $327,940 | 963 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $277,632 | 963 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $230,946 | 963 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $224,282 | 963 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $269,928 | 1,051 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $324,033 | 1,051 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $353,472 | 1,051 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $296,297 | 1,051 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $284,715 | 1,051 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $247,794 | 1,051 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $233,763 | 1,051 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $221,056 | 1,051 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $213,889 | 1,051 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||