Phillips Wealth Planners LLC

Position in MSFT — Microsoft Corp

CIK 1962628 STARKVILLE, MS

Position in MSFT

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$3,380,680

+$182,412 QoQ

Shares Held

9,063

+4.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

3.09%

of 13F equity value

Holder Rank

#3,845

of 6,179 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Phillips Wealth Planners LLC holds $3,944,750 across 2 Software - Infrastructure names. MSFT ranks #1 (85.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MSFT	Microsoft Corp This page	9,063	$3,380,680
2	ORCL	Oracle Corp	3,849	$564,070

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,380,680	9,063	+4.9%	Shares	Sole	2026-08-07
2026-03-31	$3,198,268	8,640	+15.1%	Shares	Sole	2026-05-14
2025-12-31	$3,630,051	7,506	+7.6%	Shares	Defined	2026-02-10
2025-09-30	$3,613,737	6,977	+7.5%	Shares	Defined	2025-11-07
2025-06-30	$3,229,683	6,493	-2.7%	Shares	Defined	2025-07-11
2025-03-31	$2,504,977	6,673	+2.6%	Shares	Defined	2025-04-23
2024-12-31	$2,740,171	6,501	+0.4%	Shares	Defined	2025-01-17
2024-09-30	$2,785,331	6,473	+5.2%	Shares	Defined	2024-10-29
2024-06-30	$2,750,083	6,153	-0.5%	Shares	Sole	2024-08-02
2024-03-31	$2,601,732	6,184	-0.6%	Shares	Defined	2024-04-29
2023-12-31	$2,339,720	6,222	-5.9%	Shares	Defined	2024-02-12
2023-09-30	$2,088,686	6,615	+0.2%	Shares	Defined	2023-10-30
2023-06-30	$2,247,223	6,599	-9.2%	Shares	Defined	2023-07-26
2023-03-31	$2,095,076	7,267	-0.3%	Shares	Defined	2023-05-15
2022-12-31	$1,747,808	7,288	—	Shares	Defined	2023-02-14
No filing history on record for this holder in this stock.