Position in MSFT
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$1,471,936
+$106,379 QoQ
Shares Held
3,946
+7.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#4,872
of 6,222 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, 2026TUCKER ASSET MANAGEMENT LLC holds $2,176,765 across 3 Software - Infrastructure names. MSFT ranks #1 (67.6% 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 | $1,471,936 | 3,946 | Shares | Sole | 2026-08-27 | |
| 2026-03-31 | $1,365,557 | 3,689 | Shares | Sole | 2026-08-27 | |
| 2025-12-31 | $1,633,668 | 3,378 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,755,332 | 3,389 | Shares | Sole | 2026-01-06 | |
| 2025-06-30 | $1,778,240 | 3,575 | Shares | Sole | 2026-01-06 | |
| 2025-03-31 | $1,358,161 | 3,618 | Shares | Sole | 2026-01-06 | |
| 2024-12-31 | $1,664,082 | 3,948 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,842,974 | 4,283 | Shares | Sole | 2025-02-03 | |
| 2024-06-30 | $1,693,046 | 3,788 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,742,622 | 4,142 | Shares | Sole | 2024-08-09 | |
| 2023-12-31 | $1,452,266 | 3,862 | Shares | Sole | 2024-03-04 | |
| 2023-09-30 | $1,233,003 | 3,905 | Shares | Sole | 2023-12-04 | |
| 2023-06-30 | $1,064,187 | 3,125 | Shares | Sole | 2023-09-08 | |
| 2023-03-31 | $699,127 | 2,425 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $526,165 | 2,194 | Shares | Sole | 2023-05-11 | |
| 2022-09-30 | $439,016 | 1,885 | Shares | Sole | 2023-05-11 | |
| 2022-06-30 | $407,075 | 1,585 | Shares | Sole | 2023-05-11 | |
| 2022-03-31 | $285,186 | 925 | Shares | Sole | 2023-05-11 | |
| 2021-12-31 | $300,333 | 893 | Shares | Sole | 2023-05-11 | |
| 2021-09-30 | $231,738 | 822 | Shares | Sole | 2023-08-10 | |
| 2021-06-30 | $134,637 | 497 | Shares | Sole | 2023-08-10 | |
| 2021-03-31 | $155,372 | 659 | Shares | Sole | 2023-08-10 | |
| 2020-12-31 | $152,802 | 687 | Shares | Sole | 2023-06-07 | |
| No filing history on record for this holder in this stock. | ||||||