Position in MSFT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$26,533,285
+$82,788 QoQ
Shares Held
71,131
-0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
4.88%
of 13F equity value
Holder Rank
#1,481
of 6,194 holders
Holding Since
Dec 2024
7 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, 2026BURLING WEALTH PARTNERS, LLC holds $29,965,768 across 4 Software - Infrastructure names. MSFT ranks #1 (88.5% of the industry book) .
All Filings in MSFT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,533,285 | 71,131 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $26,450,497 | 71,455 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $34,699,251 | 71,749 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $34,916,045 | 67,412 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $33,000,666 | 66,345 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $23,687,109 | 63,100 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $26,100,123 | 61,922 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||