Position in MSFT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$3,324,727
+$1,955,098 QoQ
Shares Held
8,913
+140.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
4.20%
of 13F equity value
Holder Rank
#3,873
of 6,189 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, 2026Athena Wealth Management, LLC holds $3,970,801 across 2 Software - Infrastructure names. MSFT ranks #1 (83.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
8,913 | $3,324,727 | |
| 2 | KSPI |
Joint Stock Co Kaspi.kz
|
7,457 | $646,074 |
All Filings in MSFT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,324,727 | 8,913 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,369,629 | 3,700 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,114,260 | 2,304 | Shares | Sole | 2026-04-17 | |
| No filing history on record for this holder in this stock. | ||||||