Position in MSFT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,154,123
+$12,889 QoQ
Shares Held
3,094
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.34%
of 13F equity value
Holder Rank
#5,102
of 6,194 holders
Holding Since
Dec 2023
11 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, 2026Plum Street Advisors, LLC holds $2,684,819 across 2 Software - Infrastructure names. MSFT ranks #2 (43.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDB |
MongoDB, Inc.
|
4,557 | $1,530,696 | |
| 2 | MSFT |
Microsoft Corp
This page
|
3,094 | $1,154,123 |
All Filings in MSFT
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,154,123 | 3,094 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,141,234 | 3,083 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,520,017 | 3,143 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,601,501 | 3,092 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,636,478 | 3,290 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,196,367 | 3,187 | Shares | Sole | 2025-05-29 | |
| 2024-12-31 | $1,281,781 | 3,041 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $1,268,524 | 2,948 | Shares | Sole | 2025-05-29 | |
| 2024-06-30 | $657,463 | 1,471 | Shares | Sole | 2025-05-29 | |
| 2024-03-31 | $1,240,282 | 2,948 | Shares | Sole | 2025-05-29 | |
| 2023-12-31 | $463,657 | 1,233 | Shares | Sole | 2025-05-29 | |
| No filing history on record for this holder in this stock. | ||||||