Position in MSFT
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$4,196,101
+$432,953 QoQ
Shares Held
11,249
+10.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.44%
of 13F equity value
Holder Rank
#3,576
of 6,179 holders
Holding Since
Jun 2023
13 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, 2026Fortune Financial Advisors, LLC holds $4,340,311 across 2 Software - Infrastructure names. MSFT ranks #1 (96.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
11,249 | $4,196,101 | |
| 2 | BB |
BLACKBERRY Ltd
|
11,400 | $144,210 |
All Filings in MSFT
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,196,101 | 11,249 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $3,763,148 | 10,166 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,515,917 | 7,270 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $3,694,537 | 7,133 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,490,823 | 7,018 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $2,585,310 | 6,887 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $2,687,905 | 6,377 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $2,720,786 | 6,323 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $8,419,197 | 18,837 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $7,556,972 | 17,962 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $6,268,962 | 16,671 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $5,110,413 | 16,185 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $5,497,337 | 16,143 | Shares | Sole | 2023-08-07 | |
| No filing history on record for this holder in this stock. | ||||||