TD PRIVATE CLIENT WEALTH LLC

Position in MSFT — Microsoft Corp

CIK 1551017 NEW YORK, NY

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Position in MSFT

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$40,008,260

-$3,699,562 QoQ

Shares Held

107,255

-9.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.14%

of 13F equity value

Holder Rank

#1,178

of 6,179 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)

Position in Software - Infrastructure

Technology · as of Jun 30, 2026

TD PRIVATE CLIENT WEALTH LLC holds $51,948,753 across 43 Software - Infrastructure names. MSFT ranks #1 (77.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	107,255	$40,008,260
2	PANW	Palo Alto Networks Inc	6,860	$2,339,397
3	MDB	MongoDB, Inc.	6,078	$2,041,600
4	ORCL	Oracle Corp	11,648	$1,707,014
5	PLTR	Palantir Technologies Inc.	8,884	$1,036,496
6	FTNT	Fortinet, Inc.	4,098	$629,534
7	IOT	Samsara Inc.	17,675	$573,200
8	NET	Cloudflare, Inc.	2,231	$547,219

All Filings in MSFT

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$40,008,260	107,255	-9.2%	Shares	Defined	2026-08-04
2026-03-31	$43,707,822	118,075	-2.5%	Shares	Defined	2026-04-27
2025-12-31	$58,550,422	121,067	-0.3%	Shares	Defined	2026-02-05
2025-09-30	$62,884,309	121,410	-0.9%	Shares	Defined	2025-10-27
2025-06-30	$60,951,129	122,537	-1.7%	Shares	Defined	2025-07-15
2025-03-31	$46,792,363	124,650	+5.0%	Shares	Defined	2025-04-29
2024-12-31	$50,048,488	118,739	-5.0%	Shares	Defined	2025-02-11
2024-09-30	$53,776,312	124,974	+4.3%	Shares	Defined	2024-11-18
2024-06-30	$53,536,564	119,782	-4.4%	Shares	Defined	2024-08-14
2024-03-31	$52,722,106	125,314	-5.6%	Shares	Defined	2024-08-16
2023-12-31	$49,914,797	132,738	+0.4%	Shares	Defined	2024-08-16
2023-09-30	$41,754,464	132,239	-2.5%	Shares	Defined	2024-08-16
2023-06-30	$46,174,840	135,593	-10.9%	Shares	Defined	2024-08-16
2023-03-31	$43,876,665	152,191	-7.6%	Shares	Defined	2024-08-16
2022-12-31	$39,491,399	164,671	-5.6%	Shares	Defined	2024-08-16
2022-09-30	$40,619,157	174,406	-2.7%	Shares	Defined	2024-08-16
2022-06-30	$46,052,444	179,311	+3.1%	Shares	Defined	2024-08-16
2022-03-31	$53,599,076	173,848	+9.7%	Shares	Defined	2024-08-16
2021-12-31	$53,294,276	158,463	-16.8%	Shares	Defined	2024-08-16
2021-09-30	$53,701,813	190,486	-9.2%	Shares	Defined	2024-08-16
2021-06-30	$56,847,552	209,847	-3.8%	Shares	Defined	2024-08-16
2021-03-31	$51,413,185	218,065	+1.8%	Shares	Defined	2024-08-16
2020-12-31	$47,648,591	214,228	-3.4%	Shares	Defined	2024-08-16
2020-09-30	$46,640,887	221,751	-4.7%	Shares	Defined	2024-08-16
2020-06-30	$47,356,777	232,700	+5.8%	Shares	Defined	2024-08-16
2020-03-31	$34,671,281	219,842	—	Shares	Defined	2024-08-16
No filing history on record for this holder in this stock.