Position in MSFT
as of Mar 31, 2026
· filed May 19, 2026
Position Value
$41,822,916
-$1,755,114 QoQ
Shares Held
112,983
+25.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
3.76%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0.10709480988458542.ToString("F0")%
Shared 0.ToString("F0")%
None 99.89290519011541.ToString("F0")%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Derivatives in MSFT
reported options exposure · as of Mar 31, 2026CallValue
$37,017
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 Mar 31, 2026Western Wealth Management, LLC holds $61,103,129 across 49 Software - Infrastructure names. MSFT ranks #1 (68.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
112,983 | $41,822,916 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
56,801 | $8,308,849 | |
| 3 | PANW |
Palo Alto Networks Inc
|
20,454 | $3,279,184 | |
| 4 | ORCL |
Oracle Corp
|
14,951 | $2,199,440 | |
| 5 | NET |
Cloudflare, Inc.
|
7,228 | $1,491,425 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
9,935 | $969,680 | |
| 7 | FFIV |
F5, Inc.
|
2,006 | $580,395 | |
| 8 | FTNT |
Fortinet, Inc.
|
6,487 | $530,117 |
All Filings in MSFT
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $37,017 | 100 | Call | Sole | 2026-05-19 | |
| 2026-03-31 | $41,822,916 | 112,983 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $43,578,030 | 90,108 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $42,726,213 | 82,491 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $39,897,753 | 80,211 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $29,792,827 | 79,365 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $34,067,316 | 80,824 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $40,841,063 | 94,913 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $34,003,062 | 76,078 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $30,763,887 | 73,122 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $34,655,094 | 92,158 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $28,289,621 | 89,595 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $29,558,190 | 86,798 | Shares | Sole | 2023-08-30 | |
| 2023-03-31 | $24,726,626 | 85,767 | Shares | Sole | 2023-08-30 | |
| 2022-12-31 | $19,571,710 | 81,610 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $34,305,471 | 147,297 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $36,141,374 | 140,721 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $43,438,104 | 140,891 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $20,767,423 | 61,749 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $17,908,115 | 66,106 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $12,641,987 | 53,620 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $11,401,916 | 51,263 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $11,346,251 | 53,945 | Shares | Sole | 2020-10-27 | |
| 2020-09-30 | $42,066 | 200 | Call | Sole | 2020-10-27 | |
| 2020-09-30 | $126,198 | 600 | Put | Sole | 2020-10-27 | |
| 2020-06-30 | $40,702 | 200 | Call | Sole | 2020-07-20 | |
| 2020-06-30 | $11,258,783 | 55,323 | Shares | Sole | 2020-07-20 | |
| 2020-06-30 | $122,106 | 600 | Put | Sole | 2020-07-20 | |
| 2020-03-31 | $8,138,939 | 51,607 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||