Position in MSFT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$7,682,346
+$1,637,100 QoQ
Shares Held
20,595
+26.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.84%
of 13F equity value
Holder Rank
#2,746
of 6,218 holders
Holding Since
Sep 2023
12 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, 2025CallValue
$0
CallShares
0
PutValue
$7,182
PutShares
11,900
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, 2026Commonwealth Financial Services, LLC holds $10,438,000 across 7 Software - Infrastructure names. MSFT ranks #1 (73.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
20,595 | $7,682,346 | |
| 2 | PANW |
Palo Alto Networks Inc
|
2,513 | $856,983 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
6,233 | $727,204 | |
| 4 | ORCL |
Oracle Corp
|
3,507 | $513,950 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
7,096 | $338,452 | |
| 6 | OSPN |
OneSpan Inc.
|
14,671 | $210,528 | |
| 7 | PAYO |
Payoneer Global Inc.
|
15,244 | $108,537 |
All Filings in MSFT
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,682,346 | 20,595 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $6,045,246 | 16,331 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $9,572,290 | 19,793 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $10,083,450 | 19,468 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $7,182 | 11,900 | Put | Sole | 2025-07-25 | |
| 2025-06-30 | $10,872,885 | 21,859 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $251,090 | 11,900 | Put | Sole | 2025-05-09 | |
| 2025-03-31 | $8,114,054 | 21,615 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $9,114,937 | 21,625 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $8,672,696 | 20,155 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $8,924,697 | 19,968 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $8,227,600 | 19,556 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $7,353,838 | 19,556 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,175,122 | 19,557 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||