Position in MSFT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$8,497,022
+$788,232 QoQ
Shares Held
22,779
+9.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.82%
of 13F equity value
Holder Rank
#2,601
of 6,179 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)
Derivatives in MSFT
reported options exposure · as of Mar 31, 2025CallValue
$112,617
CallShares
300
PutValue
$0
PutShares
0
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, 2026Focused Wealth Management, Inc holds $14,231,436 across 9 Software - Infrastructure names. MSFT ranks #1 (59.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
22,779 | $8,497,022 | |
| 2 | PANW |
Palo Alto Networks Inc
|
3,563 | $1,215,054 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
10,170 | $1,186,533 | |
| 4 | CRWV |
CoreWeave, Inc.
|
10,638 | $1,058,906 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
3,848 | $734,140 | |
| 6 | ORCL |
Oracle Corp
|
4,381 | $642,035 | |
| 7 | NET |
Cloudflare, Inc.
|
1,424 | $349,278 | |
| 8 | TWLO |
Twilio Inc
|
1,560 | $321,874 |
All Filings in MSFT
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,497,022 | 22,779 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $7,708,790 | 20,825 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $5,698,494 | 11,783 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $5,920,686 | 11,431 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $5,821,686 | 11,704 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $4,270,061 | 11,375 | Shares | Sole | 2025-05-01 | |
| 2025-03-31 | $112,617 | 300 | Call | Sole | 2025-05-01 | |
| 2024-12-31 | $140 | 500 | Call | Sole | 2025-01-28 | |
| 2024-12-31 | $4,302,250 | 10,207 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $4,391,641 | 10,206 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $4,207,587 | 9,414 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $3,960,658 | 9,414 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $3,513,717 | 9,344 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $2,968,997 | 9,403 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $3,193,243 | 9,377 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,647,458 | 9,183 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $2,124,085 | 8,857 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $2,003,405 | 8,602 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $2,228,000 | 8,675 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,642,525 | 8,571 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $2,943,808 | 8,753 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $2,490,199 | 8,833 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $2,362,248 | 8,720 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $2,053,085 | 8,708 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $1,911,032 | 8,592 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $1,988,670 | 9,455 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $1,977,506 | 9,717 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $1,508,969 | 9,568 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||