Position in MSFT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,741,336
-$1,237,784 QoQ
Shares Held
15,510
+7.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
4.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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 Mar 31, 2026Brown Financial Advisors holds $8,067,926 across 3 Software - Infrastructure names. MSFT ranks #1 (71.2% of the industry book) .
All Filings in MSFT
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,741,336 | 15,510 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,979,120 | 14,431 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,480,233 | 14,442 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,127,885 | 14,330 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $5,728,076 | 15,259 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $5,475,285 | 12,990 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $4,828,826 | 11,222 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $5,361,165 | 11,995 | Shares | Sole | 2024-08-30 | |
| No filing history on record for this holder in this stock. | ||||||