Global Wealth Management Investment Advisory, Inc.
Position in MSFT — Microsoft Corp
CIK 1767855
FORT LAUDERDALE, FL
Position in MSFT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$16,408,403
+$1,504,249 QoQ
Shares Held
43,988
+9.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.77%
of 13F equity value
Holder Rank
#1,897
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, 2026Global Wealth Management Investment Advisory, Inc. holds $41,674,525 across 4 Software - Infrastructure names. MSFT ranks #1 (39.4% of the industry book) .
All Filings in MSFT
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,408,403 | 43,988 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $14,904,154 | 40,263 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $15,703,625 | 32,471 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $15,579,418 | 30,079 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $14,051,832 | 28,250 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $10,869,792 | 28,956 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $11,222,859 | 26,626 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $10,785,039 | 25,064 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $10,824,235 | 24,218 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $9,657,627 | 22,955 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $8,375,162 | 22,272 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $7,185,838 | 22,758 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $8,298,278 | 24,368 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $7,110,342 | 24,663 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $5,760,716 | 24,021 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $5,241,880 | 22,507 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $5,635,877 | 21,944 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $5,757,689 | 18,675 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $6,203,758 | 18,446 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $5,030,580 | 17,844 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $4,997,563 | 18,448 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $4,241,973 | 17,992 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $4,048,044 | 18,200 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $3,656,587 | 17,385 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $4,123,112 | 20,260 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $3,173,440 | 20,122 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||