Position in MSFT
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$27,066,090
-$3,096,322 QoQ
Shares Held
73,118
+17.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.35%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Bogart Wealth, LLC holds $53,546,062 across 42 Software - Infrastructure names. MSFT ranks #1 (50.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
73,118 | $27,066,090 | |
| 2 | PANW |
Palo Alto Networks Inc
|
101,663 | $16,298,612 | |
| 3 | SNPS |
Synopsys Inc
|
18,486 | $7,329,329 | |
| 4 | ORCL |
Oracle Corp
|
11,790 | $1,734,426 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
4,738 | $693,074 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
900 | $87,842 | |
| 7 | CRWV |
CoreWeave, Inc.
|
941 | $72,899 | |
| 8 | TOST |
Toast, Inc.
|
2,740 | $72,637 |
All Filings in MSFT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $27,066,090 | 73,118 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $30,162,412 | 62,368 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $31,772,606 | 61,343 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $30,247,502 | 60,810 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $26,675,588 | 71,061 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $27,624,267 | 65,538 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $26,639,012 | 61,908 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $27,190,650 | 60,836 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $26,747,274 | 63,575 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $23,270,107 | 61,882 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $19,108,558 | 60,518 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $20,156,903 | 59,191 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $17,028,439 | 59,065 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $13,332,073 | 55,592 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $11,060,886 | 47,492 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $10,303,505 | 40,118 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $10,981,077 | 35,617 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $10,755,177 | 31,979 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $9,406,824 | 33,367 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $7,967,710 | 29,412 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $6,041,370 | 25,624 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $4,551,602 | 20,464 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $3,841,467 | 18,264 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $3,484,294 | 17,121 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $2,494,183 | 15,815 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||