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Microsoft Corporation shares owned by Montgomery Financial Services

Quarter-by-quarter ownership of Microsoft Corporation (MSFT) shares owned by Montgomery Financial Services from 13F filings

Historical chart of Montgomery Financial Services investment in Microsoft Corporation

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All positions including Microsoft Corporation held by Montgomery Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Microsoft Corporation by Montgomery Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $26k 69 373.01

More positions owned by Montgomery Financial Services

Capitol Ser Tr Sterl Cap Bd Etf (SCEC)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Core Msci Emkt (IEMG)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Sterling Cap Fds National Muni Bd (SCNM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Spdr Series Trust St Str P500etf (SPYM)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Montgomery Financial Services

Top funds holding Microsoft Corporation

BlackRock
Vanguard Capital Management
State Street Corporation
FMR
Geode Capital Management
Vanguard Portfolio Management
Morgan Stanley
T. Rowe Price Associates
Capital Research Global Investors
Barclays
Northern Trust
Bank of America Corporation
Goldman Sachs Group
Ubs Global Asset Management Americas
Soroban Capital Partners

View all funds holding Microsoft Corporation