Position in MSFT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$15,910,422
+$104,904 QoQ
Shares Held
42,653
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.34%
of 13F equity value
Holder Rank
#1,933
of 6,194 holders
Holding Since
Mar 2020
25 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, 2026LAKE STREET PRIVATE WEALTH, LLC holds $44,560,596 across 9 Software - Infrastructure names. MSFT ranks #1 (35.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
42,653 | $15,910,422 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
66,876 | $12,758,937 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
55,062 | $6,424,083 | |
| 4 | PANW |
Palo Alto Networks Inc
|
11,790 | $4,020,625 | |
| 5 | CRWV |
CoreWeave, Inc.
|
30,468 | $3,032,784 | |
| 6 | NTAP |
NetApp, Inc.
|
9,079 | $1,405,066 | |
| 7 | ORCL |
Oracle Corp
|
3,299 | $483,468 | |
| 8 | FTNT |
Fortinet, Inc.
|
1,935 | $297,254 |
All Filings in MSFT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,910,422 | 42,653 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $15,805,518 | 42,698 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $21,023,445 | 43,471 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $22,298,265 | 43,051 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $21,033,479 | 42,286 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $15,673,658 | 41,753 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $17,002,888 | 40,339 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $17,874,231 | 41,539 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $26,384,352 | 59,032 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $24,148,065 | 57,397 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $21,098,852 | 56,108 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $16,883,784 | 53,472 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $18,085,398 | 53,108 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $15,439,329 | 53,553 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $12,992,728 | 54,177 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $12,358,838 | 53,065 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $13,902,721 | 54,132 | Shares | Sole | 2022-07-12 | |
| 2021-12-31 | $16,907,479 | 50,272 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $11,464,840 | 40,667 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $10,845,210 | 40,034 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $9,635,212 | 40,867 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $9,404,584 | 42,283 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $9,013,061 | 42,852 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $8,865,709 | 43,564 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $6,781,530 | 43,000 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||