Position in MSFT
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$2,076,653
-$176,532 QoQ
Shares Held
5,610
+20.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.88%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Avion Wealth holds $2,695,697 across 50 Software - Infrastructure names. MSFT ranks #1 (77.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
5,610 | $2,076,653 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
2,246 | $328,544 | |
| 3 | PANW |
Palo Alto Networks Inc
|
347 | $55,631 | |
| 4 | ORCL |
Oracle Corp
|
221 | $32,511 | |
| 5 | NET |
Cloudflare, Inc.
|
124 | $25,586 | |
| 6 | TOST |
Toast, Inc.
|
907 | $24,044 | |
| 7 | ZS |
Zscaler, Inc.
|
112 | $15,712 | |
| 8 | S |
SentinelOne, Inc.
|
1,077 | $13,871 |
All Filings in MSFT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,076,653 | 5,610 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,253,185 | 4,659 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,572,657 | 4,967 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $2,476,106 | 4,978 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,672,737 | 4,456 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,874,410 | 4,447 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,676,448 | 3,896 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $1,621,087 | 3,627 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,468,312 | 3,490 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,324,788 | 3,523 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,121,859 | 3,553 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $1,145,916 | 3,365 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $819,348 | 2,842 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $582,282 | 2,428 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $565,481 | 2,428 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $648,238 | 2,524 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $744,260 | 2,414 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $806,831 | 2,399 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $676,326 | 2,399 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $649,889 | 2,399 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $603,099 | 2,558 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $715,525 | 3,217 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $561,791 | 2,671 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $477,027 | 2,344 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $387,651 | 2,458 | Shares | Sole | 2020-04-08 | |
| No filing history on record for this holder in this stock. | ||||||