Position in MSFT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$6,259,275
+$766,693 QoQ
Shares Held
16,780
+13.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.30%
of 13F equity value
Holder Rank
#3,035
of 6,223 holders
Holding Since
Dec 2020
23 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, 20261900 WEALTH MANAGEMENT LLC holds $24,355,901 across 9 Software - Infrastructure names. MSFT ranks #2 (25.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INFQ |
Infleqtion, Inc.
|
1,074,977 | $14,318,693 | |
| 2 | MSFT |
Microsoft Corp
This page
|
16,780 | $6,259,275 | |
| 3 | SNPS |
Synopsys Inc
|
3,879 | $1,730,305 | |
| 4 | ORCL |
Oracle Corp
|
5,006 | $733,629 | |
| 5 | PANW |
Palo Alto Networks Inc
|
1,736 | $592,010 | |
| 6 | AKAM |
Akamai Technologies Inc
|
2,396 | $283,231 | |
| 7 | VRSN |
Verisign Inc/Ca
|
877 | $220,618 | |
| 8 | FTNT |
Fortinet, Inc.
|
1,420 | $218,140 |
All Filings in MSFT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,259,275 | 16,780 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $5,492,582 | 14,838 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $6,969,931 | 14,412 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $6,715,221 | 12,965 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $5,085,519 | 10,224 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $4,613,543 | 12,290 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $4,274,010 | 10,140 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $4,236,733 | 9,846 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,401,563 | 9,848 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $4,156,713 | 9,880 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $4,925,371 | 13,098 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $4,435,340 | 14,047 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $3,888,285 | 11,418 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $3,008,410 | 10,435 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $2,356,471 | 9,826 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $2,247,019 | 9,648 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $2,447,076 | 9,528 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $2,915,995 | 9,458 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $2,636,076 | 7,838 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,940,455 | 6,883 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,860,541 | 6,868 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $1,444,327 | 6,126 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $629,893 | 2,832 | Shares | Sole | 2021-02-05 | |
| No filing history on record for this holder in this stock. | ||||||