Position in MSFT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$5,233,097
-$11,471 QoQ
Shares Held
14,029
-1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
5.17%
of 13F equity value
Holder Rank
#3,281
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, 2026Putney Financial Group LLC holds $7,296,292 across 3 Software - Infrastructure names. MSFT ranks #1 (71.7% 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 | $5,233,097 | 14,029 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $5,244,568 | 14,168 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $7,179,338 | 14,845 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $6,547,923 | 12,642 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $6,404,153 | 12,875 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $5,107,931 | 13,607 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $5,925,447 | 14,058 | Shares | Sole | 2025-02-21 | |
| No filing history on record for this holder in this stock. | ||||||