Position in MSFT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,747,225
+$79,239 QoQ
Shares Held
4,684
+4.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.64%
of 13F equity value
Holder Rank
#4,569
of 6,092 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, 2026HighMark Wealth Management LLC holds $2,401,253 across 14 Software - Infrastructure names. MSFT ranks #1 (72.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
4,684 | $1,747,225 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
3,024 | $352,810 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
200 | $152,628 | |
| 4 | RELY |
Remitly Global, Inc.
|
2,550 | $57,145 | |
| 5 | ORCL |
Oracle Corp
|
218 | $31,947 | |
| 6 | ZETA |
Zeta Global Holdings Corp.
|
1,110 | $21,844 | |
| 7 | RXT |
Rackspace Technology, Inc.
|
2,500 | $16,325 | |
| 8 | MDB |
MongoDB, Inc.
|
23 | $7,725 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,747,225 | 4,684 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,667,986 | 4,506 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,794,230 | 3,710 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,904,502 | 3,677 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,850,862 | 3,721 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,177,598 | 3,137 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,335,733 | 3,169 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,418,268 | 3,296 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,430,240 | 3,200 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,328,213 | 3,157 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,180,389 | 3,139 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $981,351 | 3,108 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $1,028,090 | 3,019 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $918,812 | 3,187 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $470,766 | 1,963 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $449,962 | 1,932 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $495,425 | 1,929 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $594,729 | 1,929 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $647,079 | 1,924 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $540,158 | 1,916 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $518,773 | 1,915 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $431,223 | 1,829 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $397,464 | 1,787 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $625,942 | 2,976 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $629,659 | 3,094 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $489,058 | 3,101 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||