Lakeshore Financial Planning, Inc.

Position in MSFT — Microsoft Corp

CIK 2000571 St. Clair Shores, MI

Position in MSFT

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$7,934,881

+$238,677 QoQ

Shares Held

21,272

+2.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

15.34%

of 13F equity value

Holder Rank

#2,692

of 6,194 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Lakeshore Financial Planning, Inc. holds $8,648,474 across 3 Software - Infrastructure names. MSFT ranks #1 (91.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	21,272	$7,934,881
2	RXT	Rackspace Technology, Inc.	65,000	$424,450
3	ORCL	Oracle Corp	1,973	$289,143

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,934,881	21,272	+2.3%	Shares	Sole	2026-07-13
2026-03-31	$7,696,204	20,791	-3.8%	Shares	Sole	2026-05-07
2025-12-31	$10,448,610	21,605	-0.2%	Shares	Sole	2026-02-17
2025-09-30	$11,214,135	21,651	-1.3%	Shares	Sole	2025-11-14
2025-06-30	$10,909,693	21,933	-1.1%	Shares	Sole	2025-07-14
2025-03-31	$8,327,651	22,184	+2.1%	Shares	Sole	2025-05-15
2024-12-31	$9,155,401	21,721	+0.2%	Shares	Sole	2025-02-11
2024-09-30	$9,324,601	21,670	+3.3%	Shares	Sole	2024-10-31
2024-06-30	$9,376,117	20,978	-0.3%	Shares	Sole	2024-07-25
2024-03-31	$8,850,686	21,037	+0.4%	Shares	Sole	2024-05-10
2023-12-31	$7,882,174	20,961	-0.9%	Shares	Sole	2024-02-14
2023-09-30	$6,680,638	21,158	—	Shares	Sole	2023-11-14
No filing history on record for this holder in this stock.