WT Wealth Management

Position in MSFT — Microsoft Corp

CIK 1780507 SCOTTSDALE, AZ

Position in MSFT

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$5,812,397

+$1,368,877 QoQ

Shares Held

15,582

+29.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

4.51%

of 13F equity value

Holder Rank

#3,114

of 6,194 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

WT Wealth Management holds $7,032,164 across 5 Software - Infrastructure names. MSFT ranks #1 (82.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	15,582	$5,812,397
2	PANW	Palo Alto Networks Inc	1,030	$351,250
3	PLTR	Palantir Technologies Inc.	3,001	$350,126
4	NET	Cloudflare, Inc.	1,266	$310,524
5	CORZ	Core Scientific, Inc./tx	8,123	$207,867

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,812,397	15,582	+29.8%	Shares	Sole	2026-07-23
2026-03-31	$4,443,520	12,004	-36.1%	Shares	Sole	2026-04-21
2025-12-31	$9,080,932	18,777	-1.7%	Shares	Sole	2026-02-02
2025-09-30	$9,889,737	19,094	-1.6%	Shares	Sole	2025-10-22
2025-06-30	$9,655,225	19,411	-7.9%	Shares	Sole	2025-09-10
2025-03-31	$7,915,098	21,085	-9.8%	Shares	Sole	2025-05-06
2024-12-31	$9,854,670	23,380	+3.4%	Shares	Sole	2025-02-05
2024-09-30	$9,725,210	22,601	+2.2%	Shares	Sole	2024-10-21
2024-06-30	$9,879,829	22,105	+3.7%	Shares	Sole	2024-10-21
2024-03-31	$8,964,281	21,307	+15.3%	Shares	Sole	2024-10-21
2023-12-31	$6,947,339	18,475	+47.9%	Shares	Sole	2024-02-08
2023-09-30	$3,944,033	12,491	+20.7%	Shares	Sole	2023-12-04
2023-06-30	$3,524,929	10,351	-22.4%	Shares	Sole	2023-07-25
2023-03-31	$3,843,903	13,333	+7.0%	Shares	Sole	2023-04-20
2022-12-31	$2,989,596	12,466	-34.3%	Shares	Sole	2023-01-20
2022-09-30	$4,421,839	18,986	+33.7%	Shares	Sole	2022-10-20
2022-06-30	$3,647,242	14,201	-4.2%	Shares	Sole	2022-07-26
2022-03-31	$4,569,462	14,821	+1.0%	Shares	Sole	2022-05-06
2021-12-31	$4,935,832	14,676	-3.6%	Shares	Sole	2022-01-19
2021-09-30	$4,291,104	15,221	+3.0%	Shares	Sole	2021-10-15
2021-06-30	$4,003,902	14,780	+7.2%	Shares	Sole	2021-07-19
2021-03-31	$3,249,617	13,783	+13.6%	Shares	Sole	2021-04-29
2020-12-31	$2,698,399	12,132	+34.1%	Shares	Sole	2021-02-01
2020-09-30	$1,902,645	9,046	+10.1%	Shares	Sole	2020-10-30
2020-06-30	$1,672,241	8,217	+11.3%	Shares	Sole	2020-08-04
2020-03-31	$1,164,215	7,382	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.