Position in MSFT
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$8,849,526
+$4,280,518 QoQ
Shares Held
23,724
+92.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
6.10%
of 13F equity value
Holder Rank
#2,553
of 6,179 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)
Derivatives in MSFT
reported options exposure · as of Mar 31, 2022CallValue
$30,831
CallShares
100
PutValue
$0
PutShares
0
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, 2026PETERSON WEALTH MANAGEMENT holds $9,828,045 across 7 Software - Infrastructure names. MSFT ranks #1 (90.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
23,724 | $8,849,526 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
7,205 | $840,607 | |
| 3 | PATH |
UiPath, Inc.
|
5,650 | $61,415 | |
| 4 | CRWV |
CoreWeave, Inc.
|
356 | $35,436 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
160 | $30,525 | |
| 6 | AI |
C3.ai, Inc.
|
900 | $8,181 | |
| 7 | DOCN |
DigitalOcean Holdings, Inc.
|
15 | $2,355 |
All Filings in MSFT
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,849,526 | 23,724 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $4,569,008 | 12,343 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $4,891,001 | 9,443 | Shares | Sole | 2025-12-17 | |
| 2025-06-30 | $6,277,811 | 12,621 | Shares | Sole | 2025-10-15 | |
| 2025-03-31 | $5,273,103 | 14,047 | Shares | Sole | 2025-06-16 | |
| 2024-12-31 | $5,667,067 | 13,445 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,216,096 | 12,122 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,054,557 | 11,309 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $4,236,650 | 10,070 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,140,686 | 8,352 | Shares | Sole | 2024-02-22 | |
| 2023-09-30 | $2,753,655 | 8,721 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,247,057 | 3,662 | Shares | Sole | 2023-08-17 | |
| 2023-03-31 | $996,076 | 3,455 | Shares | Sole | 2023-08-17 | |
| 2022-12-31 | $814,668 | 3,397 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $806,998 | 3,465 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $736,074 | 2,866 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,332,515 | 4,322 | Shares | Sole | 2022-04-26 | |
| 2022-03-31 | $30,831 | 100 | Call | Sole | 2022-04-26 | |
| 2021-12-31 | $2,650,874 | 7,882 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $2,155,278 | 7,645 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,052,880 | 7,578 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $23,577 | 100 | Call | Sole | 2021-04-19 | |
| 2021-03-31 | $1,879,086 | 7,970 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $2,205,294 | 9,915 | Shares | Sole | 2021-03-10 | |
| 2020-09-30 | $2,061,023 | 9,799 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $2,475,088 | 12,162 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $1,710,049 | 10,843 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||