Position in MSFT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$21,437,459
+$1,585,613 QoQ
Shares Held
57,470
+7.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.79%
of 13F equity value
Holder Rank
#1,637
of 6,194 holders
Holding Since
Jun 2020
23 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, 2026RMR Wealth Builders holds $41,202,130 across 7 Software - Infrastructure names. MSFT ranks #1 (52.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
57,470 | $21,437,459 | |
| 2 | PANW |
Palo Alto Networks Inc
|
23,435 | $7,991,803 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
30,328 | $3,538,367 | |
| 4 | ORCL |
Oracle Corp
|
22,379 | $3,279,642 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
48,404 | $2,308,689 | |
| 6 | TWLO |
Twilio Inc
|
9,922 | $2,047,206 | |
| 7 | FTNT |
Fortinet, Inc.
|
3,899 | $598,964 |
All Filings in MSFT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,437,459 | 57,470 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $19,851,846 | 53,629 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $24,790,844 | 51,261 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $26,005,233 | 50,208 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $25,283,350 | 50,830 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $18,338,927 | 48,853 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $20,619,545 | 47,919 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $21,259,176 | 47,565 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $19,939,603 | 47,394 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $16,997,384 | 45,201 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $14,473,664 | 45,839 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $14,394,966 | 42,271 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $11,835,291 | 41,052 | Shares | Sole | 2023-04-11 | |
| 2022-09-30 | $8,186,435 | 35,150 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $8,284,308 | 32,256 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $10,902,149 | 35,361 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,697,838 | 10,995 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $11,315,704 | 40,138 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $10,719,242 | 39,569 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $10,703,486 | 45,398 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $8,323,623 | 37,423 | Shares | Sole | 2021-02-26 | |
| 2020-09-30 | $13,318,095 | 63,320 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $7,330,429 | 36,020 | Shares | Sole | 2020-08-19 | |
| No filing history on record for this holder in this stock. | ||||||