LIBERTY WEALTH MANAGEMENT LLC

Position in MSFT — Microsoft Corp

CIK 1769302 OAKLAND, CA

Position in MSFT

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$7,245,913

+$55,361 QoQ

Shares Held

19,425

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

3.08%

of 13F equity value

Holder Rank

#2,803

of 6,179 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

LIBERTY WEALTH MANAGEMENT LLC holds $12,531,300 across 5 Software - Infrastructure names. MSFT ranks #1 (57.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	19,425	$7,245,913
2	ORCL	Oracle Corp	25,810	$3,782,455
3	PLTR	Palantir Technologies Inc.	8,402	$980,261
4	SNPS	Synopsys Inc	622	$277,455
5	S	SentinelOne, Inc.	14,450	$245,216

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,245,913	19,425	0.0%	Shares	Sole	2026-08-06
2026-03-31	$7,190,552	19,425	+0.3%	Shares	Sole	2026-05-12
2025-12-31	$9,363,850	19,362	-1.0%	Shares	Sole	2026-02-04
2025-09-30	$10,130,584	19,559	+1.0%	Shares	Sole	2025-10-31
2025-06-30	$9,627,867	19,356	+2.1%	Shares	Sole	2025-08-01
2025-03-31	$7,116,268	18,957	+0.2%	Shares	Sole	2025-05-12
2024-12-31	$7,975,623	18,922	+1.6%	Shares	Sole	2025-02-10
2024-09-30	$8,015,198	18,627	-84.9%	Shares	Sole	2024-11-04
2024-06-30	$8,135	123,290	+594.5%	Shares	Sole	2024-08-07
2024-03-31	$7,468,621	17,752	+1.2%	Shares	Sole	2024-05-03
2023-12-31	$6,595,741	17,540	+2.3%	Shares	Sole	2024-02-09
2023-09-30	$5,413,218	17,144	+0.7%	Shares	Sole	2023-11-13
2023-06-30	$5,799,396	17,030	-12.8%	Shares	Sole	2023-08-10
2023-03-31	$5,627,616	19,520	+18.4%	Shares	Sole	2023-05-03
2022-09-30	$3,838,424	16,481	+11.2%	Shares	Sole	2022-11-15
2022-06-30	$3,805,450	14,817	-5.5%	Shares	Sole	2022-08-15
2022-03-31	$4,835,225	15,683	+2.2%	Shares	Sole	2022-05-09
2021-12-31	$5,160,157	15,343	-0.5%	Shares	Sole	2022-02-15
2021-09-30	$4,347,488	15,421	-26.9%	Shares	Sole	2021-11-15
2021-06-30	$5,717,073	21,104	-9.8%	Shares	Sole	2021-08-13
2021-03-31	$5,518,196	23,405	0.0%	Shares	Sole	2021-05-17
2020-12-31	$5,205,740	23,405	+48.4%	Shares	Sole	2021-02-09
2020-09-30	$3,318,166	15,776	-2.4%	Shares	Sole	2020-11-05
2020-06-30	$3,290,553	16,169	+3.3%	Shares	Sole	2020-08-04
2020-03-31	$2,468,319	15,651	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.