Mowery & Schoenfeld Wealth Management, LLC

Position in MSFT — Microsoft Corp

CIK 2019946 LINCOLNSHIRE, IL

Position in MSFT

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,862,115

+$17,929 QoQ

Shares Held

4,992

+0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

4.16%

of 13F equity value

Holder Rank

#4,570

of 6,189 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 42% Shared 0% None 58%

Technology · as of Jun 30, 2026

Mowery & Schoenfeld Wealth Management, LLC holds $2,478,718 across 8 Software - Infrastructure names. MSFT ranks #1 (75.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	4,992	$1,862,115
2	ORCL	Oracle Corp	3,758	$550,734
3	PLTR	Palantir Technologies Inc.	153	$17,850
4	FTNT	Fortinet, Inc.	80	$12,289
5	CRWD	CrowdStrike Holdings, Inc.	64	$12,210
6	PANW	Palo Alto Networks Inc	30	$10,230
7	SNPS	Synopsys Inc	18	$8,029
8	NTAP	NetApp, Inc.	34	$5,261

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,862,115	4,992	+0.2%	Shares	Sole	2026-08-06
2026-03-31	$1,844,186	4,982	-12.7%	Shares	Sole	2026-05-01
2025-12-31	$2,761,470	5,710	+7.6%	Shares	Sole	2026-01-28
2025-09-30	$2,748,242	5,306	0.0%	Shares	Sole	2025-10-27
2025-06-30	$2,639,257	5,306	+4.3%	Shares	Sole	2025-07-28
2025-03-31	$1,908,858	5,085	+66.4%	Shares	Sole	2025-05-05
2024-12-31	$1,287,682	3,055	-16.7%	Shares	Sole	2025-02-10
2024-09-30	$1,577,479	3,666	+12.9%	Shares	Sole	2024-10-23
2024-06-30	$1,450,799	3,246	+4.5%	Shares	Sole	2024-08-14
2024-03-31	$1,307,177	3,107	+14.5%	Shares	Sole	2024-05-14
2023-12-31	$1,020,572	2,714	—	Shares	Sole	2024-05-14
No filing history on record for this holder in this stock.