Position in MSFT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,482,235
-$417,790 QoQ
Shares Held
28,101
-4.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.88%
of 13F equity value
Holder Rank
#2,363
of 6,194 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Apriem Advisors holds $18,724,309 across 6 Software - Infrastructure names. MSFT ranks #1 (56.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
28,101 | $10,482,235 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
22,956 | $4,379,660 | |
| 3 | PANW |
Palo Alto Networks Inc
|
7,482 | $2,551,511 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
5,273 | $615,200 | |
| 5 | ORCL |
Oracle Corp
|
2,712 | $397,443 | |
| 6 | NET |
Cloudflare, Inc.
|
1,216 | $298,260 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,482,235 | 28,101 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $10,900,025 | 29,446 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $18,114,954 | 37,457 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $19,616,320 | 37,873 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $19,267,176 | 38,735 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $14,192,369 | 37,807 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $17,161,372 | 40,715 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $17,468,458 | 40,596 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $8,230,137 | 18,414 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $7,600,727 | 18,066 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $6,691,255 | 17,794 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,550,569 | 17,579 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,777,942 | 16,967 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $4,918,686 | 17,061 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,982,450 | 16,606 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,739,442 | 16,056 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,201,738 | 16,360 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $4,827,209 | 15,657 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $5,004,777 | 14,881 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $4,194,123 | 14,877 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,984,126 | 14,707 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $3,340,153 | 14,167 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,713,746 | 7,705 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $2,800,754 | 13,316 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $2,563,208 | 12,595 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $1,600,441 | 10,148 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||