Position in MSFT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,507,373
+$208,077 QoQ
Shares Held
4,041
+15.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.64%
of 13F equity value
Holder Rank
#4,829
of 6,194 holders
Holding Since
Dec 2023
11 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, 2026Able Wealth Management LLC holds $2,282,993 across 5 Software - Infrastructure names. MSFT ranks #1 (66.0% 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 | $1,507,373 | 4,041 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,299,296 | 3,510 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,402,014 | 2,899 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,476,157 | 2,850 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,305,701 | 2,625 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $882,166 | 2,350 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $953,854 | 2,263 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $906,642 | 2,107 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $950,662 | 2,127 | Shares | Sole | 2024-11-01 | |
| 2024-03-31 | $996,264 | 2,368 | Shares | Sole | 2024-11-01 | |
| 2023-12-31 | $861,507 | 2,291 | Shares | Sole | 2024-02-20 | |
| No filing history on record for this holder in this stock. | ||||||