Garton & Associates Financial Advisors LLC
Position in MSFT — Microsoft Corp
CIK 2109857
LOUISVILLE, KY
Position in MSFT
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$3,879,010
-$714,895 QoQ
Shares Held
10,479
+10.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
6.40%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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 Mar 31, 2026Garton & Associates Financial Advisors LLC holds $3,879,010 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
|
10,479 | $3,879,010 |
All Filings in MSFT
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,879,010 | 10,479 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $4,593,905 | 9,499 | Shares | Sole | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||