Position in MSFT
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$7,922,944
-$1,346,482 QoQ
Shares Held
21,240
-15.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.46%
of 13F equity value
Holder Rank
#2,693
of 6,189 holders
Holding Since
Mar 2020
26 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, 2026ALTFEST L J & CO INC holds $10,955,852 across 5 Software - Infrastructure names. MSFT ranks #1 (72.3% of the industry book) .
All Filings in MSFT
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,922,944 | 21,240 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $9,269,426 | 25,041 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $14,561,798 | 30,110 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $16,145,019 | 31,171 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $15,321,222 | 30,802 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $9,585,959 | 25,536 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $11,678,922 | 27,708 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $14,579,854 | 33,883 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $18,282,489 | 40,905 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $17,136,767 | 40,732 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $15,391,317 | 40,930 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $12,629,684 | 39,999 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $13,235,427 | 38,866 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $11,190,941 | 38,817 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $10,167,648 | 42,397 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $9,893,126 | 42,478 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $11,167,225 | 43,481 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $12,538,042 | 40,667 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $13,830,151 | 41,122 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $11,903,790 | 42,224 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $12,045,568 | 44,465 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $10,715,982 | 45,451 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $10,552,049 | 47,442 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $9,905,491 | 47,095 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $9,702,949 | 47,678 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $7,452,586 | 47,255 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||