AMJ Financial Wealth Management

Position in MSFT — Microsoft Corp

CIK 1801585 LEESBURG, VA

Back to MSFT Full portfolio

Position in MSFT

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$8,519,403

+$65,091 QoQ

Shares Held

22,839

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.34%

of 13F equity value

Holder Rank

#2,606

of 6,194 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Common Shares in MSFT Over Time

Shares Held

Position Value (USD)

Derivatives in MSFT

reported options exposure · as of Jun 30, 2026

CallValue

CallShares

PutValue

$484,926

PutShares

1,300

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, 2026

AMJ Financial Wealth Management holds $26,530,213 across 3 Software - Infrastructure names. MSFT ranks #2 (32.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NET	Cloudflare, Inc.	52,988	$12,996,896
2	MSFT	Microsoft Corp This page	22,839	$8,519,403
3	NTAP	NetApp, Inc.	32,398	$5,013,914

All Filings in MSFT

Export CSV

39 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,519,403	22,839	0.0%	Shares	Sole	2026-08-10
2026-06-30	$484,926	1,300	0.0%	Put	Sole	2026-08-10
2026-03-31	$481,221	1,300	-88.5%	Put	Sole	2026-05-08
2026-03-31	$8,454,312	22,839	-0.4%	Shares	Sole	2026-05-08
2025-12-31	$11,093,759	22,939	-0.1%	Shares	Sole	2026-02-05
2025-12-31	$5,464,906	11,300	0.0%	Put	Sole	2026-02-05
2025-09-30	$11,898,347	22,972	-0.1%	Shares	Sole	2025-11-10
2025-09-30	$5,852,835	11,300	0.0%	Put	Sole	2025-11-10
2025-06-30	$11,434,958	22,989	-0.1%	Shares	Sole	2025-08-13
2025-06-30	$5,620,733	11,300	0.0%	Put	Sole	2025-08-13
2025-03-31	$8,634,345	23,001	+0.4%	Shares	Sole	2025-05-12
2025-03-31	$4,241,907	11,300	+769.2%	Put	Sole	2025-05-12
2024-12-31	$9,657,408	22,912	-0.7%	Shares	Sole	2025-02-06
2024-12-31	$547,950	1,300	0.0%	Put	Sole	2025-02-06
2024-09-30	$559,390	1,300	0.0%	Put	Sole	2024-11-12
2024-09-30	$9,931,754	23,081	-0.5%	Shares	Sole	2024-11-12
2024-06-30	$10,364,770	23,190	-0.4%	Shares	Sole	2024-08-07
2024-06-30	$581,035	1,300	0.0%	Put	Sole	2024-08-07
2024-03-31	$546,936	1,300	0.0%	Put	Sole	2024-05-07
2024-03-31	$9,800,251	23,294	+0.0%	Shares	Sole	2024-05-07
2023-12-31	$488,852	1,300	0.0%	Put	Sole	2024-02-12
2023-12-31	$8,758,347	23,291	0.0%	Shares	Sole	2024-02-12
2023-09-30	$7,354,133	23,291	+0.0%	Shares	Sole	2023-11-13
2023-09-30	$410,475	1,300	-65.8%	Put	Sole	2023-11-13
2023-06-30	$7,929,133	23,284	+3.6%	Shares	Sole	2023-08-10
2023-03-31	$6,480,119	22,477	+0.4%	Shares	Sole	2023-05-02
2022-12-31	$5,371,248	22,397	-5.3%	Shares	Sole	2023-02-01
2022-09-30	$5,509,948	23,658	+0.6%	Shares	Sole	2022-11-04
2022-06-30	$6,037,302	23,507	-54.5%	Shares	Sole	2022-08-12
2022-03-31	$15,943,943	51,714	+4.3%	Shares	Sole	2022-05-11
2021-12-31	$16,682,817	49,604	+7.7%	Shares	Sole	2022-02-10
2021-09-30	$12,983,825	46,055	+2.0%	Shares	Sole	2021-11-12
2021-06-30	$12,237,365	45,173	+1.4%	Shares	Sole	2021-08-12
2021-03-31	$10,506,382	44,562	-0.5%	Shares	Sole	2021-05-07
2020-12-31	$9,963,081	44,794	+12.3%	Shares	Sole	2021-02-09
2020-12-31	$845,196	3,800	—	Put	Sole	2021-02-09
2020-09-30	$8,392,167	39,900	+0.2%	Shares	Sole	2020-10-23
2020-06-30	$8,107,634	39,839	+55.7%	Shares	Sole	2020-08-05
2020-03-31	$4,036,587	25,595	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.