Position in MSFT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$19,638,756
+$1,508,570 QoQ
Shares Held
52,648
+7.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.42%
of 13F equity value
Holder Rank
#548
of 2,743 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Derivatives in MSFT
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$37,302
PutShares
100
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $43,632,495 across 39 Software - Infrastructure names. MSFT ranks #1 (45.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
52,648 | $19,638,756 | |
| 2 | FTNT |
Fortinet, Inc.
|
54,346 | $8,348,632 | |
| 3 | PANW |
Palo Alto Networks Inc
|
13,577 | $4,630,028 | |
| 4 | NET |
Cloudflare, Inc.
|
12,422 | $3,046,868 | |
| 5 | ORCL |
Oracle Corp
|
14,851 | $2,176,414 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
2,047 | $1,562,147 | |
| 7 | FFIV |
F5, Inc.
|
3,558 | $1,479,985 | |
| 8 | XYZ |
Block, Inc.
|
14,237 | $1,082,012 |
All Filings in MSFT
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,302 | 100 | Put | Sole | 2026-07-28 | |
| 2026-06-30 | $19,638,756 | 52,648 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $18,130,186 | 48,978 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $22,970,499 | 47,497 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $24,948,615 | 48,168 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $24,284,053 | 48,821 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $18,776,632 | 50,019 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $21,227,161 | 50,361 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $21,768,016 | 50,588 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $22,743,497 | 50,886 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $19,276,548 | 45,818 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $17,083,121 | 45,429 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $15,482,801 | 49,035 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $16,677,265 | 48,973 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $14,466,894 | 50,180 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $12,113,308 | 50,510 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $12,122,677 | 52,051 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $13,344,373 | 51,958 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $16,621,300 | 53,911 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $17,755,341 | 52,793 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $14,958,675 | 53,060 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $14,866,450 | 54,878 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $12,835,083 | 54,439 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $12,468,197 | 56,057 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $11,707,388 | 55,662 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $11,398,595 | 56,010 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $8,684,774 | 55,068 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||