Position in MSFT
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$5,603,879
+$65,766 QoQ
Shares Held
15,023
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.08%
of 13F equity value
Holder Rank
#3,171
of 6,189 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, 2026SHEETS SMITH WEALTH MANAGEMENT holds $16,136,030 across 8 Software - Infrastructure names. MSFT ranks #2 (34.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
|
19,881 | $6,779,818 | |
| 2 | MSFT |
Microsoft Corp
This page
|
15,023 | $5,603,879 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
13,695 | $1,597,795 | |
| 4 | FTNT |
Fortinet, Inc.
|
4,031 | $619,242 | |
| 5 | OKTA |
Okta, Inc.
|
4,450 | $607,202 | |
| 6 | EEFT |
Euronet Worldwide, Inc.
|
6,652 | $486,859 | |
| 7 | ORCL |
Oracle Corp
|
1,572 | $230,376 | |
| 8 | IOT |
Samsara Inc.
|
6,502 | $210,859 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,603,879 | 15,023 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $5,538,113 | 14,961 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $7,697,295 | 15,916 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $8,012,168 | 15,469 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $8,487,306 | 17,063 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $5,836,188 | 15,547 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $8,296,806 | 19,684 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $8,492,831 | 19,737 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $9,381,927 | 20,991 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $10,513,372 | 24,989 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $19,745,860 | 52,510 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $8,038,679 | 25,459 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $8,956,542 | 26,301 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $6,483,867 | 22,490 | Shares | Sole | 2023-05-26 | |
| 2022-12-31 | $5,431,203 | 22,647 | Shares | Sole | 2023-03-08 | |
| 2022-09-30 | $5,414,226 | 23,247 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $5,473,047 | 21,310 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $8,378,015 | 27,174 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $9,268,979 | 27,560 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $7,646,234 | 27,122 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $7,695,727 | 28,408 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $6,761,647 | 28,679 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $6,346,309 | 28,533 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $6,495,200 | 30,881 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $4,741,579 | 23,299 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $7,405,903 | 46,959 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||