Position in MSFT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$18,371,981
-$351,587 QoQ
Shares Held
49,252
-2.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.54%
of 13F equity value
Holder Rank
#1,777
of 6,193 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, 2026CFM WEALTH PARTNERS LLC holds $52,626,448 across 6 Software - Infrastructure names. MSFT ranks #2 (34.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
|
69,449 | $23,683,497 | |
| 2 | MSFT |
Microsoft Corp
This page
|
49,252 | $18,371,981 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
51,460 | $9,817,796 | |
| 4 | FTNT |
Fortinet, Inc.
|
2,100 | $322,602 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
1,937 | $225,989 | |
| 6 | ORCL |
Oracle Corp
|
1,396 | $204,583 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,371,981 | 49,252 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $18,723,568 | 50,581 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $24,744,417 | 51,165 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $26,634,542 | 51,423 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $25,090,355 | 50,442 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $18,844,578 | 50,200 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $20,956,980 | 49,720 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $21,433,673 | 49,811 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $22,247,830 | 49,777 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $20,366,634 | 48,409 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $17,697,946 | 47,064 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $14,802,360 | 46,880 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $15,262,321 | 44,818 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $13,111,595 | 45,479 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $10,896,221 | 45,435 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $10,854,071 | 46,604 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $12,140,867 | 47,272 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $15,584,145 | 50,547 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $16,754,453 | 49,817 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $13,591,081 | 48,209 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $12,827,656 | 47,352 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $11,016,589 | 46,726 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $10,280,029 | 46,219 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $9,161,343 | 43,557 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $8,504,275 | 41,788 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $6,429,521 | 40,768 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||