MBM WEALTH CONSULTANTS, LLC

Position in MSFT — Microsoft Corp

CIK 1762068 CHESTERFIELD, MO

Position in MSFT

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$2,373,899

+$329,080 QoQ

Shares Held

6,364

+15.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.23%

of 13F equity value

Holder Rank

#4,258

of 6,179 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

MBM WEALTH CONSULTANTS, LLC holds $7,068,689 across 4 Software - Infrastructure names. MSFT ranks #2 (33.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NET	Cloudflare, Inc.	11,233	$2,755,230
2	MSFT	Microsoft Corp This page	6,364	$2,373,899
3	ORCL	Oracle Corp	9,335	$1,368,044
4	ZS	Zscaler, Inc.	4,049	$571,516

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,373,899	6,364	+15.2%	Shares	Sole	2026-07-24
2026-03-31	$2,044,819	5,524	+6.6%	Shares	Sole	2026-04-20
2025-12-31	$2,506,602	5,183	-1.3%	Shares	Sole	2026-01-26
2025-09-30	$2,719,237	5,250	-2.4%	Shares	Sole	2025-10-31
2025-06-30	$2,675,568	5,379	+5.8%	Shares	Sole	2025-08-13
2025-03-31	$1,908,858	5,085	+1.5%	Shares	Sole	2025-04-28
2024-12-31	$2,112,136	5,011	+0.9%	Shares	Sole	2025-01-17
2024-09-30	$2,136,009	4,964	+5.2%	Shares	Sole	2024-10-07
2024-06-30	$2,108,263	4,717	+1.4%	Shares	Sole	2024-07-30
2024-03-31	$1,957,189	4,652	+0.0%	Shares	Sole	2024-04-18
2023-12-31	$1,748,962	4,651	+6.6%	Shares	Sole	2024-01-30
2023-09-30	$1,378,248	4,365	-5.8%	Shares	Sole	2023-10-19
2023-06-30	$1,578,743	4,636	+3.0%	Shares	Sole	2023-07-24
2023-03-31	$1,297,638	4,501	0.0%	Shares	Sole	2023-05-31
2022-12-31	$1,079,429	4,501	+9.7%	Shares	Sole	2023-02-15
2022-09-30	$955,355	4,102	+40.8%	Shares	Sole	2022-10-24
2022-06-30	$748,145	2,913	-24.2%	Shares	Sole	2022-08-15
2022-03-31	$1,184,218	3,841	+9.0%	Shares	Sole	2022-05-16
2021-12-31	$1,185,528	3,525	-1.1%	Shares	Sole	2022-02-15
2021-09-30	$1,004,480	3,563	-0.4%	Shares	Sole	2021-11-16
2021-06-30	$969,280	3,578	-1.6%	Shares	Sole	2021-08-13
2021-03-31	$857,259	3,636	-13.9%	Shares	Sole	2021-05-10
2020-12-31	$939,502	4,224	-7.7%	Shares	Sole	2021-02-09
2020-09-30	$962,680	4,577	+0.6%	Shares	Sole	2020-11-12
2020-06-30	$925,970	4,550	-31.7%	Shares	Sole	2020-08-07
2020-03-31	$1,050,033	6,658	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.