Position in MSFT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$90,921,013
+$1,669,695 QoQ
Shares Held
243,743
+1.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
4.51%
of 13F equity value
Holder Rank
#775
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, 2026Smith Salley Wealth Management holds $95,277,451 across 6 Software - Infrastructure names. MSFT ranks #1 (95.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
243,743 | $90,921,013 | |
| 2 | SNPS |
Synopsys Inc
|
6,219 | $2,774,109 | |
| 3 | ORCL |
Oracle Corp
|
3,655 | $535,640 | |
| 4 | PANW |
Palo Alto Networks Inc
|
1,241 | $423,205 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
3,349 | $390,727 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
4,880 | $232,757 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $90,921,013 | 243,743 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $89,251,318 | 241,109 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $114,778,018 | 237,331 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $121,708,408 | 234,981 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $112,337,064 | 225,844 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $82,979,208 | 221,048 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $92,348,121 | 219,094 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $92,564,414 | 215,116 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $93,459,032 | 209,104 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $82,832,615 | 196,883 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $102,343,045 | 272,160 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $83,667,750 | 264,981 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $87,453,054 | 256,807 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $73,665,262 | 255,516 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $60,769,188 | 253,395 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $58,876,654 | 252,798 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $64,685,460 | 251,861 | Shares | Other | 2022-08-01 | |
| 2022-03-31 | $74,419,867 | 241,380 | Shares | Other | 2022-05-10 | |
| 2021-12-31 | $80,250,995 | 238,615 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $66,781,772 | 236,882 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $63,434,484 | 234,162 | Shares | Other | 2021-08-09 | |
| 2021-03-31 | $53,387,286 | 226,438 | Shares | Other | 2021-04-30 | |
| 2020-12-31 | $44,608,554 | 200,560 | Shares | Other | 2021-01-28 | |
| 2020-09-30 | $38,499,434 | 183,043 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $39,784,372 | 195,491 | Shares | Other | 2020-08-04 | |
| 2020-03-31 | $29,559,899 | 187,432 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||