Position in MSFT
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$15,711,602
+$2,211,873 QoQ
Shares Held
42,120
+15.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
4.17%
of 13F equity value
Holder Rank
#1,945
of 6,194 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026SAX WEALTH ADVISORS, LLC holds $21,981,779 across 5 Software - Infrastructure names. MSFT ranks #1 (71.5% of the industry book) .
All Filings in MSFT
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,711,602 | 42,120 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $13,499,729 | 36,469 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $18,395,453 | 38,037 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $17,827,321 | 34,419 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $16,300,125 | 32,770 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $10,565,351 | 28,145 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $12,120,232 | 28,755 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $11,516,979 | 26,765 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $10,866,695 | 24,313 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $7,975,168 | 18,956 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $7,025,931 | 18,684 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,746,334 | 18,199 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $5,200,045 | 15,270 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $4,699,001 | 16,299 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $4,339,063 | 18,093 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $3,790,447 | 16,275 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $4,607,787 | 17,941 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $5,370,760 | 17,420 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $5,749,054 | 17,094 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $4,485,629 | 15,911 | Shares | Sole | 2021-12-10 | |
| 2021-06-30 | $4,220,080 | 15,578 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $3,810,514 | 16,162 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,196,175 | 14,370 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||