Fonville Wealth Management LLC

Position in MSFT — Microsoft Corp

CIK 2008703 RICHMOND, VA

Position in MSFT

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$3,425,069

+$121,672 QoQ

Shares Held

9,182

+2.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

7.11%

of 13F equity value

Holder Rank

#3,855

of 6,222 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Fonville Wealth Management LLC holds $6,140,587 across 5 Software - Infrastructure names. MSFT ranks #1 (55.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	9,182	$3,425,069
2	PANW	Palo Alto Networks Inc	3,928	$1,339,526
3	APPN	Appian Corp	22,273	$510,051
4	PLTR	Palantir Technologies Inc.	3,998	$466,446
5	ORCL	Oracle Corp	2,726	$399,495

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,425,069	9,182	+2.9%	Shares	Sole	2026-07-28
2026-03-31	$3,303,397	8,924	-4.3%	Shares	Sole	2026-04-20
2025-12-31	$4,510,240	9,326	+3.9%	Shares	Sole	2026-01-23
2025-09-30	$4,649,637	8,977	-3.7%	Shares	Sole	2025-10-28
2025-06-30	$4,634,866	9,318	+0.5%	Shares	Sole	2025-08-07
2025-03-31	$3,480,991	9,273	+11.3%	Shares	Sole	2025-05-01
2024-12-31	$3,511,938	8,332	-2.7%	Shares	Sole	2025-01-29
2024-09-30	$3,685,519	8,565	+13.2%	Shares	Sole	2024-10-28
2024-06-30	$3,381,176	7,565	+5.9%	Shares	Sole	2024-07-30
2024-03-31	$3,004,361	7,141	+77.6%	Shares	Sole	2024-04-26
2023-12-31	$1,512,056	4,021	—	Shares	Sole	2024-01-31
No filing history on record for this holder in this stock.