Position in MSFT
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$3,495,570
-$173,555 QoQ
Shares Held
9,371
-5.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.68%
of 13F equity value
Holder Rank
#3,817
of 6,189 holders
Holding Since
Mar 2020
26 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, 2026NORTHWEST WEALTH MANAGEMENT, LLC holds $6,563,433 across 10 Software - Infrastructure names. MSFT ranks #1 (53.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
9,371 | $3,495,570 | |
| 2 | ORCL |
Oracle Corp
|
3,372 | $494,166 | |
| 3 | PANW |
Palo Alto Networks Inc
|
1,338 | $456,284 | |
| 4 | VRSN |
Verisign Inc/Ca
|
1,767 | $444,506 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
3,603 | $420,362 | |
| 6 | FTNT |
Fortinet, Inc.
|
2,453 | $376,829 | |
| 7 | SNPS |
Synopsys Inc
|
717 | $319,832 | |
| 8 | NTNX |
Nutanix, Inc.
|
5,388 | $274,572 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,495,570 | 9,371 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $3,669,125 | 9,912 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $4,681,925 | 9,681 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $5,367,515 | 10,363 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $4,934,804 | 9,921 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $3,731,376 | 9,940 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $4,099,087 | 9,725 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,650,234 | 8,483 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $3,882,207 | 8,686 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $3,343,882 | 7,948 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,725,537 | 7,248 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,095,317 | 6,636 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $2,263,569 | 6,647 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,911,717 | 6,631 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $794,283 | 3,312 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,261,619 | 5,417 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $1,366,078 | 5,319 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $1,398,494 | 4,536 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,513,103 | 4,499 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $1,295,704 | 4,596 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $1,347,185 | 4,973 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $902,291 | 3,827 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $848,977 | 3,817 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $873,710 | 4,154 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $835,205 | 4,104 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $610,337 | 3,870 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||