Position in MSFT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,525,651
-$321,867 QoQ
Shares Held
4,090
-18.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#4,808
of 6,189 holders
Holding Since
Mar 2020
26 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, 2026Xcel Wealth Management, LLC holds $14,882,223 across 7 Software - Infrastructure names. MSFT ranks #3 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
|
22,945 | $7,824,703 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
17,343 | $2,023,407 | |
| 3 | MSFT |
Microsoft Corp
This page
|
4,090 | $1,525,651 | |
| 4 | SNPS |
Synopsys Inc
|
3,348 | $1,493,442 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
20,560 | $980,634 | |
| 6 | MDB |
MongoDB, Inc.
|
2,295 | $770,890 | |
| 7 | ORCL |
Oracle Corp
|
1,798 | $263,496 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,525,651 | 4,090 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,847,518 | 4,991 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,294,776 | 4,745 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,470,621 | 4,770 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,353,246 | 4,731 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $858,892 | 2,288 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $957,648 | 2,272 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $953,114 | 2,215 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $834,455 | 1,867 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $962,607 | 2,288 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $762,985 | 2,029 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $651,392 | 2,063 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $2,212,147 | 6,496 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $2,448,243 | 8,492 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $2,034,872 | 8,485 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,719,966 | 7,385 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $1,742,591 | 6,785 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $2,320,032 | 7,525 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $2,503,902 | 7,445 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $2,015,164 | 7,148 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $1,933,955 | 7,139 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $1,360,864 | 5,772 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $1,193,505 | 5,366 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $1,053,963 | 5,011 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $1,042,988 | 5,125 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $904,624 | 5,736 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||