Position in MSFT
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$8,946,511
+$68,354 QoQ
Shares Held
23,984
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
5.09%
of 13F equity value
Holder Rank
#2,546
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, 2026Papamarkou Wellner Asset Management inc. holds $9,831,535 across 4 Software - Infrastructure names. MSFT ranks #1 (91.0% 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 | $8,946,511 | 23,984 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $8,878,157 | 23,984 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $11,289,625 | 23,344 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $12,124,691 | 23,409 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $11,769,715 | 23,662 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $9,174,156 | 24,439 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $10,524,012 | 24,968 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||