Position in MSFT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$789,310
-$1,701,563 QoQ
Shares Held
2,116
-68.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.41%
of 13F equity value
Holder Rank
#5,410
of 6,179 holders
Holding Since
Dec 2025
3 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, 2026Colter Lewis Investment Partners LLC holds $789,310 across 1 Software - Infrastructure name. MSFT ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
2,116 | $789,310 |
All Filings in MSFT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $789,310 | 2,116 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,490,873 | 6,729 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,160,688 | 2,400 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||