Connecticut Wealth Management, LLC

Position in MSFT — Microsoft Corp

CIK 1689829 FARMINGTON, CT

Position in MSFT

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$17,565,511

-$1,148,063 QoQ

Shares Held

47,090

-6.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

3.87%

of 13F equity value

Holder Rank

#1,820

of 6,215 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Connecticut Wealth Management, LLC holds $20,196,456 across 5 Software - Infrastructure names. MSFT ranks #1 (87.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	47,090	$17,565,511
2	ORCL	Oracle Corp	11,100	$1,626,705
3	PLTR	Palantir Technologies Inc.	3,059	$356,893
4	PANW	Palo Alto Networks Inc	1,024	$349,204
5	OKTA	Okta, Inc.	2,185	$298,143

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,565,511	47,090	-6.9%	Shares	Sole	2026-07-29
2026-03-31	$18,713,574	50,554	-0.7%	Shares	Sole	2026-05-01
2025-12-31	$24,618,676	50,905	+0.2%	Shares	Sole	2026-02-12
2025-09-30	$26,304,090	50,785	+4.4%	Shares	Sole	2025-11-13
2025-06-30	$24,187,556	48,627	-1.1%	Shares	Sole	2025-08-14
2025-03-31	$18,456,049	49,165	-1.5%	Shares	Sole	2025-05-15
2024-12-31	$21,041,280	49,920	+1.3%	Shares	Sole	2025-02-18
2024-09-30	$21,197,008	49,261	+1.8%	Shares	Sole	2024-11-13
2024-06-30	$21,622,547	48,378	+1.3%	Shares	Sole	2024-08-13
2024-03-31	$20,090,221	47,752	+0.5%	Shares	Sole	2024-05-01
2023-12-31	$17,863,404	47,504	+29.6%	Shares	Sole	2024-02-06
2023-09-30	$11,569,711	36,642	+47.9%	Shares	Sole	2023-10-19
2023-06-30	$8,436,878	24,775	+18.3%	Shares	Sole	2023-07-25
2023-03-31	$6,036,713	20,939	+4.0%	Shares	Sole	2023-04-18
2022-12-31	$4,827,096	20,128	+8.3%	Shares	Sole	2023-01-17
2022-09-30	$4,327,049	18,579	+6.6%	Shares	Sole	2022-11-02
2022-06-30	$4,475,776	17,427	+9.4%	Shares	Sole	2022-07-12
2022-03-31	$4,911,378	15,930	-4.4%	Shares	Sole	2022-04-18
2021-12-31	$5,604,772	16,665	-7.6%	Shares	Sole	2022-01-24
2021-09-30	$5,082,735	18,029	+21.5%	Shares	Sole	2021-11-02
2021-06-30	$4,020,697	14,842	-27.6%	Shares	Sole	2021-07-29
2021-03-31	$4,832,341	20,496	+0.4%	Shares	Sole	2021-05-12
2020-12-31	$4,539,369	20,409	+5.5%	Shares	Sole	2021-01-29
2020-09-30	$4,067,992	19,341	+57.7%	Shares	Sole	2020-10-13
2020-06-30	$2,496,253	12,266	+2.7%	Shares	Sole	2020-07-14
2020-03-31	$1,883,530	11,943	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.