Goodman Advisory Group, LLC

Position in MSFT — Microsoft Corp

CIK 1864123 NEEDHAM, MA

Position in MSFT

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$9,237,094

+$742,433 QoQ

Shares Held

24,763

+7.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

4.85%

of 13F equity value

Holder Rank

#2,508

of 6,179 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 4% Shared 0% None 96%

Technology · as of Jun 30, 2026

Goodman Advisory Group, LLC holds $23,581,569 across 3 Software - Infrastructure names. MSFT ranks #2 (39.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PANW	Palo Alto Networks Inc	31,051	$10,589,012
2	MSFT	Microsoft Corp This page	24,763	$9,237,094
3	SNPS	Synopsys Inc	8,419	$3,755,463

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,237,094	24,763	+7.9%	Shares	Sole	2026-08-12
2026-03-31	$8,494,661	22,948	-8.3%	Shares	Sole	2026-04-22
2025-12-31	$12,105,008	25,030	+1.2%	Shares	Sole	2026-02-11
2025-09-30	$12,804,759	24,722	+5.1%	Shares	Sole	2025-11-13
2025-06-30	$11,701,570	23,525	-10.0%	Shares	Sole	2025-08-18
2025-03-31	$9,816,448	26,150	-14.0%	Shares	Sole	2025-05-15
2024-12-31	$12,811,492	30,395	+5.7%	Shares	Sole	2025-02-13
2024-09-30	$12,375,428	28,760	+1.3%	Shares	Sole	2024-11-15
2024-06-30	$12,689,357	28,391	+12.5%	Shares	Sole	2024-08-15
2024-03-31	$10,618,131	25,238	+1.5%	Shares	Sole	2024-05-15
2023-12-31	$9,352,114	24,870	-4.9%	Shares	Sole	2024-01-31
2023-09-30	$8,253,389	26,139	+13.1%	Shares	Sole	2023-10-11
2023-06-30	$7,868,517	23,106	-13.8%	Shares	Sole	2023-08-11
2023-03-31	$7,727,304	26,803	+66.8%	Shares	Sole	2023-05-15
2022-12-31	$3,852,708	16,065	+6.2%	Shares	Sole	2023-01-20
2022-09-30	$3,521,680	15,121	-22.6%	Shares	Sole	2022-10-17
2022-06-30	$5,014,862	19,526	-26.5%	Shares	Sole	2022-08-03
2022-03-31	$8,186,555	26,553	+6.3%	Shares	Sole	2022-05-09
2021-12-31	$8,404,300	24,989	—	Shares	Sole	2022-02-02
No filing history on record for this holder in this stock.