Accretive Wealth Partners, LLC

Position in MSFT — Microsoft Corp

CIK 1844444 PARSIPPANY, NJ

Position in MSFT

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$7,391,018

+$305,965 QoQ

Shares Held

19,814

+3.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

4.21%

of 13F equity value

Holder Rank

#2,783

of 6,189 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Accretive Wealth Partners, LLC holds $7,814,521 across 3 Software - Infrastructure names. MSFT ranks #1 (94.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	19,814	$7,391,018
2	PANW	Palo Alto Networks Inc	704	$240,078
3	BB	BLACKBERRY Ltd	14,500	$183,425

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,391,018	19,814	+3.5%	Shares	Sole	2026-07-29
2026-03-31	$7,085,053	19,140	+3.9%	Shares	Sole	2026-04-22
2025-12-31	$8,905,862	18,415	+13.3%	Shares	Sole	2026-01-28
2025-09-30	$8,419,277	16,255	+0.3%	Shares	Sole	2025-11-07
2025-06-30	$8,062,518	16,209	+1.1%	Shares	Sole	2025-07-29
2025-03-31	$6,018,252	16,032	+21.6%	Shares	Sole	2025-05-07
2024-12-31	$5,557,056	13,184	-0.2%	Shares	Sole	2025-01-30
2024-09-30	$5,687,275	13,217	-16.6%	Shares	Sole	2024-11-12
2024-06-30	$7,079,688	15,840	+5.5%	Shares	Sole	2024-08-05
2024-03-31	$6,318,793	15,019	+14.0%	Shares	Sole	2024-05-06
2023-12-31	$4,956,207	13,180	+1.4%	Shares	Sole	2024-02-13
2023-09-30	$4,106,013	13,004	+1.3%	Shares	Sole	2023-11-06
2023-06-30	$4,370,149	12,833	+1.5%	Shares	Sole	2023-08-07
2023-03-31	$3,644,400	12,641	+0.6%	Shares	Sole	2023-05-04
2022-12-31	$3,013,578	12,566	+6.9%	Shares	Sole	2023-02-13
2022-09-30	$2,736,575	11,750	-0.0%	Shares	Sole	2022-11-14
2022-06-30	$3,018,522	11,753	+2.2%	Shares	Sole	2022-08-12
2022-03-31	$3,547,106	11,505	+21.0%	Shares	Sole	2022-05-12
2021-12-31	$3,199,075	9,512	+0.2%	Shares	Sole	2022-02-14
2021-09-30	$2,676,830	9,495	+1.1%	Shares	Sole	2021-11-12
2021-06-30	$2,544,563	9,393	+23.2%	Shares	Sole	2021-08-13
2021-03-31	$1,797,038	7,622	+4.2%	Shares	Sole	2021-05-17
2020-12-31	$1,627,447	7,317	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.