Position in MSFT
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$8,123,629
-$19,740 QoQ
Shares Held
21,778
-1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.03%
of 13F equity value
Holder Rank
#2,615
of 6,092 holders
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Golden State Wealth Management, LLC holds $15,168,982 across 26 Software - Infrastructure names. MSFT ranks #1 (53.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
21,778 | $8,123,629 | |
| 2 | PANW |
Palo Alto Networks Inc
|
8,663 | $2,954,256 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
21,836 | $2,547,606 | |
| 4 | ORCL |
Oracle Corp
|
3,189 | $467,347 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
1,786 | $340,741 | |
| 6 | CRWV |
CoreWeave, Inc.
|
1,639 | $163,146 | |
| 7 | INFQ |
Infleqtion, Inc.
|
8,688 | $115,724 | |
| 8 | TWLO |
Twilio Inc
|
437 | $90,166 |
All Filings in MSFT
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,123,629 | 21,778 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $8,143,369 | 21,999 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $13,113,839 | 27,116 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $14,267,450 | 27,546 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $13,217,675 | 26,573 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $8,266,087 | 22,020 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $9,191,229 | 21,806 | Shares | Sole | 2025-01-28 | |
| 2022-03-31 | $6,448,611 | 20,916 | Shares | Sole | 2022-05-19 | |
| 2021-12-31 | $9,155,639 | 27,223 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,135,988 | 21,765 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $5,943,816 | 21,941 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $3,916,139 | 16,610 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $5,338,080 | 24,000 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $3,834,315 | 18,230 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,176,491 | 5,781 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $2,147,537 | 13,617 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||