Position in MSFT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$990,741
+$123,433 QoQ
Shares Held
2,656
+13.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.17%
of 13F equity value
Holder Rank
#5,253
of 6,218 holders
Holding Since
Dec 2025
3 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, 2026Bauman Advisory Group, LLC holds $994,241 across 2 Software - Infrastructure names. MSFT ranks #1 (99.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
2,656 | $990,741 | |
| 2 | DVLT |
Datavault AI Inc.
|
10,000 | $3,500 |
All Filings in MSFT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $990,741 | 2,656 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $867,308 | 2,343 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,139,892 | 2,357 | Shares | Sole | 2026-02-20 | |
| No filing history on record for this holder in this stock. | ||||||