Position in MSFT
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,845,023
+$218,297 QoQ
Shares Held
7,627
+7.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.04%
of 13F equity value
Holder Rank
#792
of 1,291 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, 2026ADAMSBROWN WEALTH CONSULTANTS LLC holds $4,338,883 across 5 Software - Infrastructure names. MSFT ranks #1 (65.6% 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 | $2,845,023 | 7,627 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $2,626,726 | 7,096 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $3,216,556 | 6,651 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $3,424,685 | 6,612 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $3,184,916 | 6,403 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $2,338,304 | 6,229 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $2,515,090 | 5,967 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,511,661 | 5,837 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $2,502,026 | 5,598 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $2,279,040 | 5,417 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,043,025 | 5,433 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,651,056 | 5,229 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,753,440 | 5,149 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $1,497,430 | 5,194 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $980,863 | 4,090 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $874,306 | 3,754 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $1,041,959 | 4,057 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,219,057 | 3,954 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,079,250 | 3,209 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||