Position in MSFT
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$5,881,779
+$37,165 QoQ
Shares Held
15,768
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.57%
of 13F equity value
Holder Rank
#3,096
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, 2026Core Wealth Partners LLC holds $8,568,301 across 4 Software - Infrastructure names. MSFT ranks #1 (68.6% 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 | $5,881,779 | 15,768 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $5,844,614 | 15,789 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $7,598,153 | 15,711 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $8,046,871 | 15,536 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $7,544,714 | 15,168 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $5,516,731 | 14,696 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $6,004,689 | 14,246 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $8,181,293 | 19,013 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $8,354,836 | 18,693 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $7,854,000 | 18,668 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $6,879,651 | 18,295 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $5,569,198 | 17,638 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,976,477 | 17,550 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $5,049,286 | 17,514 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,141,162 | 13,098 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||