Position in MSFT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,689,780
+$41,413 QoQ
Shares Held
4,530
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
4.84%
of 13F equity value
Holder Rank
#4,683
of 6,189 holders
Holding Since
Dec 2021
19 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, 2026Morton Brown Family Wealth, LLC holds $1,811,090 across 10 Software - Infrastructure names. MSFT ranks #1 (93.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
4,530 | $1,689,780 | |
| 2 | XYZ |
Block, Inc.
|
1,007 | $76,532 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
250 | $29,167 | |
| 4 | PANW |
Palo Alto Networks Inc
|
22 | $7,502 | |
| 5 | TOST |
Toast, Inc.
|
150 | $4,173 | |
| 6 | FTNT |
Fortinet, Inc.
|
10 | $1,536 | |
| 7 | ORCL |
Oracle Corp
|
6 | $879 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
12 | $572 |
All Filings in MSFT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,689,780 | 4,530 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,648,367 | 4,453 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,143,887 | 4,433 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,144,151 | 2,209 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,241,535 | 2,496 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $936,973 | 2,496 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $985,467 | 2,338 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,006,041 | 2,338 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $866,189 | 1,938 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $794,319 | 1,888 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $877,677 | 2,334 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $523,829 | 1,659 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $564,955 | 1,659 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $544,310 | 1,888 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $441,508 | 1,841 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $415,726 | 1,785 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $459,725 | 1,790 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $546,941 | 1,774 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $596,631 | 1,774 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||