Position in MSFT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$28,094,001
+$3,071,990 QoQ
Shares Held
75,315
+11.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.11%
of 13F equity value
Holder Rank
#1,433
of 6,179 holders
Holding Since
Mar 2020
26 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, 2026CCM INVESTMENT ADVISERS LLC holds $86,772,212 across 4 Software - Infrastructure names. MSFT ranks #2 (32.4% 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 | $28,094,001 | 75,315 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $25,022,011 | 67,596 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $30,947,811 | 63,992 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $33,699,380 | 65,063 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $34,216,833 | 68,790 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $26,606,517 | 70,877 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $29,351,152 | 69,635 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $29,410,574 | 68,349 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $30,145,436 | 67,447 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $28,107,041 | 66,807 | Shares | Sole | 2024-05-17 | |
| 2023-12-31 | $26,329,568 | 70,018 | Shares | Sole | 2024-03-05 | |
| 2023-09-30 | $22,125,549 | 70,073 | Shares | Sole | 2023-12-08 | |
| 2023-06-30 | $24,437,150 | 71,760 | Shares | Sole | 2023-08-21 | |
| 2023-03-31 | $22,547,366 | 78,208 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $17,859,395 | 74,470 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $16,821,668 | 72,227 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $18,360,006 | 71,487 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $22,506,630 | 73,000 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $26,110,203 | 77,635 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $24,274,721 | 86,105 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $24,197,329 | 89,322 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $21,878,277 | 92,795 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $20,818,956 | 93,602 | Shares | Sole | 2021-02-25 | |
| 2020-09-30 | $19,729,374 | 93,802 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $20,246,802 | 99,488 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $16,363,989 | 103,760 | Shares | Sole | 2020-05-22 | |
| No filing history on record for this holder in this stock. | ||||||