Position in MSFT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$51,070,133
-$8,153,972 QoQ
Shares Held
137,964
+12.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
3.36%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 8.971180887767824.ToString("F0")%
Shared 0.ToString("F0")%
None 91.02881911223217.ToString("F0")%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026IHT Wealth Management, LLC holds $73,599,443 across 14 Software - Infrastructure names. MSFT ranks #1 (69.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
137,964 | $51,070,133 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
59,928 | $8,766,267 | |
| 3 | ORCL |
Oracle Corp
|
40,141 | $5,905,142 | |
| 4 | PANW |
Palo Alto Networks Inc
|
27,829 | $4,461,545 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
13,421 | $1,309,923 | |
| 6 | CRWV |
CoreWeave, Inc.
|
8,171 | $633,007 | |
| 7 | TOST |
Toast, Inc.
|
16,255 | $430,920 | |
| 8 | VRSN |
Verisign Inc/Ca
|
1,264 | $313,927 |
All Filings in MSFT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $51,070,133 | 137,964 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $59,224,105 | 122,460 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $63,631,711 | 122,853 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $61,845,472 | 124,335 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $47,367,836 | 126,183 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $50,957,242 | 120,895 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $59,485,532 | 138,242 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $48,208,920 | 107,862 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $45,776,018 | 108,804 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $39,613,181 | 105,343 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $34,351,074 | 108,792 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $32,979,255 | 96,844 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $26,686,201 | 92,564 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $21,394,821 | 89,212 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $21,530,440 | 92,445 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $19,787,210 | 77,044 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $23,033,840 | 74,710 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $23,604,619 | 70,185 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $19,782,326 | 70,170 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $22,874,525 | 84,439 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $18,045,364 | 76,538 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $15,910,814 | 71,535 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $14,063,505 | 66,864 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $11,826,780 | 58,114 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $11,433,659 | 72,498 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||