Position in MSFT
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$6,340,966
+$155,056 QoQ
Shares Held
16,999
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
4.24%
of 13F equity value
Holder Rank
#3,002
of 6,194 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, 2026Marion Wealth Management holds $9,675,848 across 5 Software - Infrastructure names. MSFT ranks #1 (65.5% of the industry book) .
All Filings in MSFT
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,340,966 | 16,999 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $6,185,910 | 16,711 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $7,454,518 | 15,414 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $7,931,886 | 15,314 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $7,683,989 | 15,448 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $5,777,252 | 15,390 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $6,424,503 | 15,242 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $6,490,214 | 15,083 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $6,556,756 | 14,670 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $6,166,493 | 14,657 | Shares | Sole | 2024-04-08 | |
| 2023-12-31 | $5,137,458 | 13,662 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $4,736,881 | 15,002 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $4,640,198 | 13,626 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $3,960,953 | 13,739 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $3,030,365 | 12,636 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $2,504,373 | 10,753 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,504,092 | 9,750 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $2,870,366 | 9,310 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $3,117,350 | 9,269 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||