Wealth Quarterback LLC

Position in MSFT — Microsoft Corp

CIK 1803386 TOMS RIVER, NJ

Position in MSFT

as of Mar 31, 2026 · filed Apr 9, 2026 Compact

Position Value

$3,969,332

-$877,024 QoQ

Shares Held

10,723

+7.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.93%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 0.18651496782616805.ToString("F0")% Shared 0.ToString("F0")% None 99.81348503217383.ToString("F0")%

Technology · as of Mar 31, 2026

Wealth Quarterback LLC holds $5,792,510 across 5 Software - Infrastructure names. MSFT ranks #1 (68.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	10,723	$3,969,332
2	PANW	Palo Alto Networks Inc	4,865	$779,956
3	FTNT	Fortinet, Inc.	8,611	$703,690
4	ORCL	Oracle Corp	1,539	$226,402
5	TLS	Telos Corp	27,000	$113,130

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,969,332	10,723	+7.0%	Shares	Sole	2026-04-09
2025-12-31	$4,846,356	10,021	+3.9%	Shares	Sole	2026-01-15
2025-09-30	$4,994,073	9,642	+1.3%	Shares	Sole	2025-10-20
2025-06-30	$4,733,850	9,517	+1.2%	Shares	Sole	2025-08-08
2025-03-31	$3,528,666	9,400	+5.4%	Shares	Sole	2025-05-05
2024-12-31	$3,760,623	8,922	-5.4%	Shares	Sole	2025-01-31
2024-09-30	$4,057,729	9,430	+5.1%	Shares	Sole	2024-11-01
2024-06-30	$4,009,588	8,971	+15.7%	Shares	Sole	2024-07-22
2024-03-31	$3,263,525	7,757	-1.1%	Shares	Sole	2024-05-09
2023-12-31	$2,950,785	7,847	-3.9%	Shares	Sole	2024-02-13
2023-09-30	$2,578,730	8,167	+3.3%	Shares	Sole	2023-11-13
2023-06-30	$2,692,309	7,906	-3.9%	Shares	Sole	2023-08-10
2023-03-31	$2,371,555	8,226	-2.9%	Shares	Sole	2023-05-12
2022-12-31	$2,031,755	8,472	-2.7%	Shares	Sole	2023-02-10
2022-09-30	$2,026,928	8,703	+7.2%	Shares	Sole	2022-11-14
2022-06-30	$2,084,175	8,115	-1.1%	Shares	Sole	2022-08-15
2021-09-30	$2,313,717	8,207	-1.3%	Shares	Sole	2021-11-17
2021-06-30	$2,253,075	8,317	-8.9%	Shares	Sole	2021-08-11
2020-12-31	$2,030,027	9,127	-14.9%	Shares	Sole	2021-02-17
2020-09-30	$2,255,578	10,724	0.0%	Shares	Sole	2020-11-16
2020-06-30	$2,182,441	10,724	+9.7%	Shares	Sole	2020-08-17
2020-03-31	$1,541,615	9,775	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.