Pinnacle Wealth Management Advisory Group, LLC
Position in MSFT — Microsoft Corp
CIK 1631864
RED BANK, NJ
Position in MSFT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$33,063,373
+$2,518,426 QoQ
Shares Held
88,637
+7.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.38%
of 13F equity value
Holder Rank
#1,305
of 6,189 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Pinnacle Wealth Management Advisory Group, LLC holds $43,198,681 across 15 Software - Infrastructure names. MSFT ranks #1 (76.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
88,637 | $33,063,373 | |
| 2 | ORCL |
Oracle Corp
|
20,230 | $2,964,706 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
19,212 | $2,241,464 | |
| 4 | PANW |
Palo Alto Networks Inc
|
3,337 | $1,137,983 | |
| 5 | FTNT |
Fortinet, Inc.
|
3,983 | $611,868 | |
| 6 | FFIV |
F5, Inc.
|
1,452 | $603,973 | |
| 7 | SNPS |
Synopsys Inc
|
1,236 | $551,342 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
2,828 | $539,539 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,063,373 | 88,637 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $30,544,947 | 82,516 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $41,697,232 | 86,219 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $43,690,118 | 84,352 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $41,789,403 | 84,014 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $30,923,877 | 82,378 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $34,717,269 | 82,366 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $35,674,882 | 82,907 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $37,158,529 | 83,138 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $37,699,036 | 89,606 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $33,637,154 | 89,451 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $28,106,802 | 89,016 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $30,524,302 | 89,635 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $25,421,140 | 88,176 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $20,526,913 | 85,593 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $20,148,644 | 86,512 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $21,645,375 | 84,279 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $23,280,179 | 75,509 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $22,431,871 | 66,698 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $7,778,172 | 27,590 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $7,543,752 | 27,847 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $5,850,161 | 24,813 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $5,510,233 | 24,774 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $5,308,518 | 25,239 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $6,136,437 | 30,153 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $4,562,077 | 28,927 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||