Position in MSFT
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$6,431,983
+$78,386 QoQ
Shares Held
17,243
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
4.82%
of 13F equity value
Holder Rank
#2,973
of 6,189 holders
Holding Since
Mar 2024
10 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, 2026Duncan Williams Asset Management, LLC holds $8,828,752 across 4 Software - Infrastructure names. MSFT ranks #1 (72.9% of the industry book) .
All Filings in MSFT
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,431,983 | 17,243 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $6,353,597 | 17,164 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $8,587,640 | 17,757 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $9,711,562 | 18,750 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $9,782,065 | 19,666 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $6,938,708 | 18,484 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $7,327,777 | 17,385 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $7,222,155 | 16,784 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $6,844,592 | 15,314 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $6,986,476 | 16,606 | Shares | Sole | 2024-04-03 | |
| No filing history on record for this holder in this stock. | ||||||