Position in MSFT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$4,603,439
+$424,961 QoQ
Shares Held
12,341
+9.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
5.52%
of 13F equity value
Holder Rank
#3,447
of 6,189 holders
Holding Since
Sep 2021
20 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, 2026Whelan Financial holds $5,817,034 across 5 Software - Infrastructure names. MSFT ranks #1 (79.1% of the industry book) .
All Filings in MSFT
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,603,439 | 12,341 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $4,178,478 | 11,288 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $5,502,144 | 11,377 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $5,730,080 | 11,063 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $4,622,928 | 9,294 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $3,072,191 | 8,184 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $2,863,249 | 6,793 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,758,205 | 4,086 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,770,368 | 3,961 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,609,674 | 3,826 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,031,477 | 2,743 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $728,751 | 2,308 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $692,998 | 2,035 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $586,402 | 2,034 | Shares | Sole | 2023-05-22 | |
| 2022-12-31 | $489,712 | 2,042 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $588,771 | 2,528 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $557,064 | 2,169 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $898,107 | 2,913 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $899,992 | 2,676 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $822,078 | 2,916 | Shares | Sole | 2021-11-29 | |
| No filing history on record for this holder in this stock. | ||||||