Beaumont Financial Advisors, LLC

Position in MSFT — Microsoft Corp

CIK 1957394 NEEDHAM, MA

Position in MSFT

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$41,359,338

+$1,025,985 QoQ

Shares Held

110,877

+1.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

5.44%

of 13F equity value

Holder Rank

#1,163

of 6,194 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Beaumont Financial Advisors, LLC holds $45,959,892 across 7 Software - Infrastructure names. MSFT ranks #1 (90.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	110,877	$41,359,338
2	TOST	Toast, Inc.	65,005	$1,808,439
3	ORCL	Oracle Corp	10,471	$1,534,525
4	CHKP	Check Point Software Technologies Ltd	3,172	$416,895
5	FTNT	Fortinet, Inc.	2,254	$346,259
6	PLTR	Palantir Technologies Inc.	2,186	$255,040
7	PANW	Palo Alto Networks Inc	702	$239,396

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$41,359,338	110,877	+1.8%	Shares	Sole	2026-08-04
2026-03-31	$40,333,353	108,959	+0.6%	Shares	Sole	2026-05-05
2025-12-31	$52,401,194	108,352	-11.4%	Shares	Sole	2026-01-16
2025-09-30	$63,323,531	122,258	-7.6%	Shares	Sole	2025-10-23
2025-06-30	$65,794,907	132,275	-1.0%	Shares	Sole	2025-07-16
2025-03-31	$50,169,747	133,647	-0.3%	Shares	Sole	2025-05-12
2024-12-31	$56,512,191	134,074	+1.3%	Shares	Sole	2025-01-17
2024-09-30	$56,974,301	132,406	-1.9%	Shares	Sole	2024-10-09
2024-06-30	$60,343,166	135,011	-0.9%	Shares	Sole	2024-07-24
2024-03-31	$57,340,349	136,291	+0.1%	Shares	Sole	2024-05-10
2023-12-31	$51,193,333	136,138	-0.1%	Shares	Sole	2024-01-31
2023-09-30	$43,036,409	136,299	-0.6%	Shares	Sole	2023-11-01
2023-06-30	$46,709,828	137,164	+0.3%	Shares	Sole	2023-08-02
2023-03-31	$39,439,440	136,800	-2.5%	Shares	Sole	2023-05-08
2022-12-31	$33,662,094	140,364	—	Shares	Sole	2023-01-25
No filing history on record for this holder in this stock.