Pacific Wealth Strategies Group, Inc.
Position in MSFT — Microsoft Corp
CIK 1766571
SANTA BARBARA, CA
Position in MSFT
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$5,286,812
-$650,714 QoQ
Shares Held
14,173
-11.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
7.94%
of 13F equity value
Holder Rank
#3,265
of 6,194 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)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Pacific Wealth Strategies Group, Inc. holds $5,812,615 across 2 Software - Infrastructure names. MSFT ranks #1 (91.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
14,173 | $5,286,812 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
11,024 | $525,803 |
All Filings in MSFT
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,286,812 | 14,173 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $5,937,526 | 16,040 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $7,652,802 | 15,824 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $7,892,004 | 15,237 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $7,490,497 | 15,059 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $4,493,042 | 11,969 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $5,289,825 | 12,550 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $4,928,656 | 11,454 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $4,481,567 | 10,027 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $4,808,408 | 11,429 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $4,264,669 | 11,341 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $3,521,875 | 11,154 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $3,888,626 | 11,419 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $3,291,521 | 11,417 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $2,700,133 | 11,259 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $2,617,330 | 11,238 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $2,875,982 | 11,198 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $10,020,691 | 32,502 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $10,848,001 | 32,255 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $9,298,003 | 32,981 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $8,825,380 | 32,578 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $7,363,097 | 31,230 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $7,127,448 | 32,045 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $6,592,583 | 31,344 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $6,355,413 | 31,229 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $4,946,731 | 31,366 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||