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Equibles

Accel Wealth Management

Position in MSFT — Microsoft Corp

CIK 1838226 WAVERLY, IA
Back to MSFT Full portfolio

Position in MSFT

as of Jun 30, 2026 · filed Jul 10, 2026
Position Value
$3,504,149
-$10,615 QoQ
Shares Held
9,394
-1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.29%
of 13F equity value
Holder Rank
#3,832
of 6,223 holders
Holding Since
Dec 2020
23 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, 2026

Accel Wealth Management holds $5,649,930 across 5 Software - Infrastructure names. MSFT ranks #1 (62.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MSFT
Microsoft Corp
This page 		9,394 $3,504,149
2 PLTR
Palantir Technologies Inc.
 13,376 $1,560,577
3 STNE
StoneCo Ltd.
 23,560 $255,390
4 BRUN
Boost Run Inc.
 5,706 $221,449
5 CRWD
CrowdStrike Holdings, Inc.
 2,272 $108,365

All Filings in MSFT

Export CSV
23 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,504,149 9,394
2026-03-31 $3,514,764 9,495
2025-12-31 $4,647,588 9,610
2025-09-30 $4,986,822 9,628
2025-06-30 $4,841,291 9,733
2025-03-31 $3,577,466 9,530
2024-12-31 $4,043,871 9,594
2024-09-30 $4,161,431 9,671
2024-06-30 $4,174,066 9,339
2024-03-31 $2,964,813 7,047
2023-12-31 $2,364,915 6,289
2023-09-30 $1,789,355 5,667
2023-06-30 $1,750,035 5,139
2023-03-31 $1,423,913 4,939
2022-12-31 $1,190,946 4,966
2022-09-30 $1,212,011 5,204
2022-06-30 $1,455,198 5,666
2022-03-31 $1,556,965 5,050
2021-12-31 $1,817,473 5,404
2021-09-30 $1,292,885 4,586
2021-06-30 $1,195,210 4,412
2021-03-31 $1,016,404 4,311
2020-12-31 $904,804 4,068