Position in MSFT
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$390,924
+$1,135 QoQ
Shares Held
1,048
-0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.08%
of 13F equity value
Holder Rank
#5,880
of 6,223 holders
Holding Since
Jun 2025
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, 2026Stonebridge Wealth Management, LLC holds $830,092 across 2 Software - Infrastructure names. MSFT ranks #2 (47.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USIO |
Usio, Inc.
|
177,084 | $439,168 | |
| 2 | MSFT |
Microsoft Corp
This page
|
1,048 | $390,924 |
All Filings in MSFT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $390,924 | 1,048 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $389,789 | 1,053 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $506,833 | 1,048 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $542,811 | 1,048 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $517,803 | 1,041 | Shares | Sole | 2025-08-27 | |
| No filing history on record for this holder in this stock. | ||||||