Position in MSFT
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$239,478
-$10,069 QoQ
Shares Held
642
+24.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.46%
of 13F equity value
Holder Rank
#6,084
of 6,223 holders
Holding Since
Dec 2024
5 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 Jun 30, 2026Lee-Kelleher Wealth Management holds $530,399 across 2 Software - Infrastructure names. MSFT ranks #2 (45.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BNAI |
Brand Engagement Network Inc.
|
17,003 | $290,921 | |
| 2 | MSFT |
Microsoft Corp
This page
|
642 | $239,478 |
All Filings in MSFT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $239,478 | 642 | Shares | Sole | 2026-07-10 | |
| 2025-12-31 | $249,547 | 516 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $267,262 | 516 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $259,648 | 522 | Shares | Sole | 2025-07-14 | |
| 2024-12-31 | $217,494 | 516 | Shares | Sole | 2025-04-17 | |
| No filing history on record for this holder in this stock. | ||||||