Position in MSFT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,892,463
+$81,193 QoQ
Shares Held
10,435
+1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.38%
of 13F equity value
Holder Rank
#3,692
of 6,216 holders
Holding Since
Dec 2023
11 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, 2026PATRICK M SWEENEY & ASSOCIATES, INC holds $5,294,619 across 4 Software - Infrastructure names. MSFT ranks #1 (73.5% of the industry book) .
All Filings in MSFT
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,892,463 | 10,435 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,811,270 | 10,296 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $4,972,097 | 10,281 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $5,409,469 | 10,444 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,198,431 | 10,451 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,894,295 | 10,374 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $4,403,832 | 10,448 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $4,508,683 | 10,478 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $4,588,388 | 10,266 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $4,179,853 | 9,935 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $3,734,453 | 9,931 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||