Position in MSFT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$48,378,455
+$4,810,557 QoQ
Shares Held
129,694
+10.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
4.56%
of 13F equity value
Holder Rank
#1,075
of 6,189 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Derivatives in MSFT
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$410,322
PutShares
1,100
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 Jun 30, 2026Cornerstone Wealth Group, LLC holds $59,530,934 across 13 Software - Infrastructure names. MSFT ranks #1 (81.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
129,694 | $48,378,455 | |
| 2 | PANW |
Palo Alto Networks Inc
|
14,577 | $4,971,048 | |
| 3 | ORCL |
Oracle Corp
|
18,650 | $2,733,157 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
7,609 | $887,742 | |
| 5 | GEN |
Gen Digital Inc.
|
17,496 | $435,475 | |
| 6 | FTNT |
Fortinet, Inc.
|
2,448 | $376,061 | |
| 7 | VRSN |
Verisign Inc/Ca
|
1,284 | $323,003 | |
| 8 | FFIV |
F5, Inc.
|
756 | $314,465 |
All Filings in MSFT
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $48,378,455 | 129,694 | Shares | Sole | 2026-07-27 | |
| 2026-06-30 | $410,322 | 1,100 | Put | Sole | 2026-07-27 | |
| 2026-03-31 | $43,567,898 | 117,697 | Shares | Sole | 2026-04-22 | |
| 2026-03-31 | $407,187 | 1,100 | Put | Sole | 2026-04-22 | |
| 2025-12-31 | $47,757,958 | 98,751 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $47,870,492 | 92,423 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $45,116,081 | 90,702 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $27,056,985 | 72,077 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $29,043,879 | 68,906 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $28,240,589 | 65,630 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $28,984,260 | 64,849 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $26,101,889 | 62,041 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $18,538,395 | 49,299 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $16,758,115 | 53,074 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $16,500,184 | 48,453 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $16,689,687 | 57,890 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $15,100,026 | 62,964 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $14,472,871 | 62,142 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $15,653,531 | 60,949 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $14,957,967 | 48,516 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $14,056,830 | 41,796 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $11,615,667 | 41,202 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $10,878,260 | 40,156 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $7,421,096 | 31,476 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $7,742,217 | 34,809 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $6,596,159 | 31,361 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $6,041,804 | 29,688 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $3,559,672 | 22,571 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||