Position in MSFT
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$30,797,277
+$1,815,928 QoQ
Shares Held
82,562
+5.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.46%
of 13F equity value
Holder Rank
#1,363
of 6,179 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Cornerstone Wealth Management, LLC holds $41,457,265 across 16 Software - Infrastructure names. MSFT ranks #1 (74.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
82,562 | $30,797,277 | |
| 2 | ORCL |
Oracle Corp
|
17,094 | $2,505,125 | |
| 3 | PANW |
Palo Alto Networks Inc
|
7,059 | $2,407,260 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
16,327 | $1,904,871 | |
| 5 | OKTA |
Okta, Inc.
|
5,070 | $691,801 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
12,316 | $587,427 | |
| 7 | FTNT |
Fortinet, Inc.
|
3,425 | $526,148 | |
| 8 | CRWV |
CoreWeave, Inc.
|
3,848 | $383,029 |
All Filings in MSFT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,797,277 | 82,562 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $28,981,349 | 78,292 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $35,866,710 | 74,163 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $36,248,212 | 69,984 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $33,846,760 | 68,046 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $24,519,348 | 65,317 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $27,550,083 | 65,362 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $27,265,959 | 63,365 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $27,092,321 | 60,616 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $25,304,204 | 60,145 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $22,419,880 | 59,621 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $19,346,318 | 61,271 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $20,183,124 | 59,268 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $16,449,533 | 57,057 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $13,163,275 | 56,519 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $14,237,371 | 55,435 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $16,426,448 | 53,279 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $18,088,298 | 53,783 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $14,261,205 | 50,586 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $13,285,748 | 49,043 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $11,601,770 | 49,208 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $10,725,314 | 48,221 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $10,190,488 | 48,450 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $10,079,646 | 49,529 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $7,912,941 | 50,174 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||