Position in MSFT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$13,219,828
-$280,642 QoQ
Shares Held
35,440
-2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.30%
of 13F equity value
Holder Rank
#2,099
of 6,092 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)
Derivatives in MSFT
reported options exposure · as of Mar 31, 2023CallValue
$28,830
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Pinnacle Wealth Planning Services, Inc. holds $21,380,625 across 65 Software - Infrastructure names. MSFT ranks #1 (61.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
35,440 | $13,219,828 | |
| 2 | PANW |
Palo Alto Networks Inc
|
5,286 | $1,802,631 | |
| 3 | ORCL |
Oracle Corp
|
11,583 | $1,697,488 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
6,098 | $711,453 | |
| 5 | SNPS |
Synopsys Inc
|
1,290 | $575,430 | |
| 6 | FTNT |
Fortinet, Inc.
|
3,664 | $562,863 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
659 | $502,909 | |
| 8 | VRSN |
Verisign Inc/Ca
|
1,237 | $311,179 |
All Filings in MSFT
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,219,828 | 35,440 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $13,500,470 | 36,471 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $18,680,789 | 38,627 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $20,452,291 | 39,487 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $19,211,466 | 38,623 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $12,715,585 | 33,873 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $13,879,995 | 32,930 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $18,767,534 | 43,615 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $19,200,972 | 42,960 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $18,204,975 | 43,271 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $16,150,541 | 42,949 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $13,714,285 | 43,434 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $14,770,921 | 43,375 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $28,830 | 100 | Call | Sole | 2023-05-03 | |
| 2023-03-31 | $12,629,845 | 43,808 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $23,982 | 100 | Call | Sole | 2023-02-13 | |
| 2022-12-31 | $10,357,345 | 43,188 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $9,802,993 | 42,091 | Shares | Sole | 2022-11-09 | |
| 2022-09-30 | $23,290 | 100 | Call | Sole | 2022-11-09 | |
| 2022-06-30 | $10,883,428 | 42,376 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $12,153,888 | 39,421 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $12,864,575 | 38,251 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $10,100,065 | 35,826 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $9,535,409 | 35,199 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $8,298,867 | 35,199 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $7,123,667 | 32,028 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $6,613,616 | 31,444 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $6,450,656 | 31,697 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $5,337,852 | 33,846 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||