Position in MSFT
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$786,326
+$445,030 QoQ
Shares Held
2,108
+128.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.93%
of 13F equity value
Holder Rank
#5,425
of 6,194 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Maltin Wealth Management, Inc. holds $2,623,686 across 2 Software - Infrastructure names. MSFT ranks #2 (30.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | YEXT |
Yext, Inc.
|
393,439 | $1,837,360 | |
| 2 | MSFT |
Microsoft Corp
This page
|
2,108 | $786,326 |
All Filings in MSFT
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $786,326 | 2,108 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $341,296 | 922 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $445,414 | 921 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $466,155 | 900 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $352,166 | 708 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $265,025 | 706 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $324,976 | 771 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $336,494 | 782 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $349,067 | 781 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $336,576 | 800 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $306,096 | 814 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $263,651 | 835 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $291,161 | 855 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $240,153 | 833 | Shares | Sole | 2023-04-20 | |
| 2022-09-30 | $240,119 | 1,031 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $263,764 | 1,027 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $313,859 | 1,018 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $340,692 | 1,013 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $280,228 | 994 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $256,542 | 947 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $208,420 | 884 | Shares | Sole | 2021-04-29 | |
| 2020-03-31 | $634,940 | 4,026 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||