Position in MSFT
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$15,325,526
+$4,433,644 QoQ
Shares Held
41,085
+39.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.43%
of 13F equity value
Holder Rank
#1,975
of 6,218 holders
Holding Since
Mar 2023
14 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, 2026BIP Wealth, LLC holds $26,147,872 across 9 Software - Infrastructure names. MSFT ranks #1 (58.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
41,085 | $15,325,526 | |
| 2 | PANW |
Palo Alto Networks Inc
|
10,240 | $3,492,044 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
19,836 | $2,314,266 | |
| 4 | ORCL |
Oracle Corp
|
15,348 | $2,249,249 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
9,004 | $1,717,828 | |
| 6 | FTNT |
Fortinet, Inc.
|
3,021 | $464,086 | |
| 7 | DAVA |
Endava plc
|
88,975 | $251,799 | |
| 8 | NET |
Cloudflare, Inc.
|
974 | $238,902 |
All Filings in MSFT
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,325,526 | 41,085 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $10,891,882 | 29,424 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $16,722,128 | 34,577 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $10,559,445 | 20,387 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $7,449,212 | 14,976 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $5,255,835 | 14,001 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $5,903,107 | 14,005 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,298,730 | 14,638 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $5,589,555 | 12,506 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $5,436,543 | 12,922 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $3,963,461 | 10,540 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $3,223,806 | 10,210 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $3,021,269 | 8,872 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $2,671,386 | 9,266 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||