Position in MSFT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$13,459,680
+$2,337,553 QoQ
Shares Held
36,083
+20.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
5.02%
of 13F equity value
Holder Rank
#2,111
of 6,194 holders
Holding Since
Dec 2022
15 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, 2026Jessup Wealth Management, Inc holds $17,912,024 across 4 Software - Infrastructure names. MSFT ranks #1 (75.1% of the industry book) .
All Filings in MSFT
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,459,680 | 36,083 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $11,122,127 | 30,046 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,011,144 | 8,294 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,221,292 | 8,150 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $4,131,487 | 8,306 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $3,132,629 | 8,345 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,934,061 | 6,961 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $2,876,125 | 6,684 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $3,156,360 | 7,062 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $3,030,446 | 7,203 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $2,607,837 | 6,935 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $2,195,725 | 6,954 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $3,046,811 | 8,947 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $2,628,142 | 9,116 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $2,043,026 | 8,519 | Shares | Sole | 2023-01-31 | |
| No filing history on record for this holder in this stock. | ||||||