NWAM LLC

Position in MSFT — Microsoft Corp

CIK 1655006 MERCER ISLAND, WA

Position in MSFT

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$88,404,247

+$3,429,503 QoQ

Shares Held

236,996

+3.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

9.00%

of 13F equity value

Holder Rank

#788

of 6,179 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

NWAM LLC holds $107,463,190 across 11 Software - Infrastructure names. MSFT ranks #1 (82.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	236,996	$88,404,247
2	BB	BLACKBERRY Ltd	558,925	$7,070,401
3	ORCL	Oracle Corp	18,334	$2,686,847
4	PANW	Palo Alto Networks Inc	7,541	$2,571,631
5	PLTR	Palantir Technologies Inc.	21,270	$2,481,570
6	XYZ	Block, Inc.	20,968	$1,593,568
7	NET	Cloudflare, Inc.	5,005	$1,227,626
8	CRWD	CrowdStrike Holdings, Inc.	12,916	$616,044

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$88,404,247	236,996	+3.2%	Shares	Sole	2026-07-23
2026-03-31	$84,974,744	229,556	-5.4%	Shares	Sole	2026-05-04
2025-12-31	$117,411,329	242,776	-1.3%	Shares	Sole	2026-02-04
2025-09-30	$127,383,587	245,938	-0.4%	Shares	Sole	2026-02-04
2025-06-30	$122,801,575	246,882	-1.0%	Shares	Sole	2026-02-04
2025-03-31	$93,635,404	249,435	-2.3%	Shares	Sole	2025-05-05
2024-12-31	$107,605,578	255,292	-3.2%	Shares	Sole	2025-02-05
2024-09-30	$113,488,182	263,742	+4.4%	Shares	Sole	2024-11-12
2024-03-31	$106,331,931	252,738	-0.7%	Shares	Sole	2024-05-09
2023-12-31	$95,742,416	254,607	+28.9%	Shares	Sole	2024-02-14
2023-09-30	$62,376,096	197,549	-22.6%	Shares	Sole	2023-11-01
2023-06-30	$86,961,316	255,363	+7.9%	Shares	Sole	2023-08-10
2023-03-31	$68,199,959	236,559	-8.5%	Shares	Sole	2023-05-12
2022-12-31	$61,968,528	258,396	-1.6%	Shares	Sole	2023-02-08
2022-09-30	$61,162,567	262,613	-1.4%	Shares	Sole	2022-11-14
2022-06-30	$68,416,943	266,390	-0.8%	Shares	Sole	2022-08-10
2022-03-31	$82,776,610	268,485	+1.2%	Shares	Sole	2022-05-12
2021-12-31	$89,248,229	265,367	+5.2%	Shares	Sole	2022-02-10
2021-09-30	$71,111,218	252,239	-4.2%	Shares	Sole	2021-11-03
2021-06-30	$71,336,638	263,332	-0.8%	Shares	Sole	2021-08-04
2021-03-31	$62,583,260	265,442	-0.5%	Shares	Sole	2021-04-23
2020-12-31	$59,366,122	266,910	-3.1%	Shares	Sole	2021-01-22
2020-09-30	$57,916,679	275,361	-0.0%	Shares	Sole	2020-10-16
2020-06-30	$56,060,492	275,468	+0.4%	Shares	Sole	2020-07-21
2020-03-31	$43,287,925	274,478	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.