Allen Mooney & Barnes Investment Advisors LLC

Position in MSFT — Microsoft Corp

CIK 2001461 Thomasville, GA

Back to MSFT Full portfolio

Position in MSFT

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

Position Value

$16,852,297

-$612,323 QoQ

Shares Held

45,178

-4.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.91%

of 13F equity value

Holder Rank

#1,869

of 6,194 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in MSFT Over Time

Shares Held

Position Value (USD)

Position in Software - Infrastructure

Technology · as of Jun 30, 2026

Allen Mooney & Barnes Investment Advisors LLC holds $18,458,277 across 4 Software - Infrastructure names. MSFT ranks #1 (91.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	45,178	$16,852,297
2	FTNT	Fortinet, Inc.	5,332	$819,101
3	ORCL	Oracle Corp	3,274	$479,804
4	PLTR	Palantir Technologies Inc.	2,632	$307,075

All Filings in MSFT

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18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,852,297	45,178	-4.2%	Shares	Sole	2026-07-13
2026-03-31	$17,464,620	47,180	+1.2%	Shares	Sole	2026-04-13
2025-12-31	$22,550,716	46,629	+0.7%	Shares	Sole	2026-01-21
2025-09-30	$23,989,890	46,317	-2.0%	Shares	Sole	2025-10-15
2025-06-30	$23,503,617	47,252	+1.0%	Shares	Sole	2025-07-08
2025-03-31	$17,563,747	46,788	-20.8%	Shares	Sole	2025-04-16
2024-12-31	$24,903,906	59,084	+2.5%	Shares	Sole	2025-01-14
2024-09-30	$24,803,352	57,642	-1.6%	Shares	Sole	2024-10-15
2024-06-30	$26,184,565	58,585	+302.0%	Shares	Sole	2024-07-12
2024-03-31	$6,131,152	14,573	-74.2%	Shares	Sole	2024-04-12
2023-12-31	$21,279,727	56,589	+2.9%	Shares	Sole	2024-01-22
2023-09-30	$17,362,145	54,987	+2.5%	Shares	Sole	2023-11-21
2023-06-30	$18,262,138	53,627	+5.8%	Shares	Sole	2024-05-23
2023-03-31	$14,609,025	50,673	+2.3%	Shares	Sole	2024-05-23
2022-12-31	$11,878,524	49,531	+2.9%	Shares	Sole	2024-05-23
2022-09-30	$11,206,682	48,118	+5.1%	Shares	Sole	2024-05-23
2022-06-30	$11,754,338	45,767	+3.2%	Shares	Sole	2024-05-23
2022-03-31	$13,675,706	44,357	—	Shares	Sole	2024-05-23
No filing history on record for this holder in this stock.