Position in MSFT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$8,138,177
-$91,072 QoQ
Shares Held
21,817
-1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
4.48%
of 13F equity value
Holder Rank
#2,657
of 6,194 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026StrongBox Wealth, LLC holds $13,156,649 across 7 Software - Infrastructure names. MSFT ranks #1 (61.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
21,817 | $8,138,177 | |
| 2 | ORCL |
Oracle Corp
|
16,499 | $2,417,928 | |
| 3 | PANW |
Palo Alto Networks Inc
|
3,516 | $1,199,026 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
9,041 | $1,054,813 | |
| 5 | FTNT |
Fortinet, Inc.
|
1,226 | $188,338 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
3,168 | $151,101 | |
| 7 | CRWV |
CoreWeave, Inc.
|
73 | $7,266 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,138,177 | 21,817 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $8,229,249 | 22,231 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $10,442,806 | 21,593 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $10,613,313 | 20,491 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $10,271,516 | 20,650 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $7,726,652 | 20,583 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $8,610,402 | 20,428 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $9,866,348 | 22,929 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $9,867,762 | 22,078 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $7,678,140 | 18,250 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $6,583,332 | 17,507 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $5,607,088 | 17,758 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $5,875,677 | 17,254 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $5,104,928 | 17,707 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $4,290,619 | 17,891 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $4,065,735 | 17,457 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $4,388,197 | 17,086 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $5,058,750 | 16,408 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $6,364,183 | 18,923 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $5,081,608 | 18,025 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $5,085,334 | 18,772 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $4,547,295 | 19,287 | Shares | Sole | 2021-05-28 | |
| 2020-12-31 | $4,224,423 | 18,993 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $3,633,661 | 17,276 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $3,418,357 | 16,797 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $2,494,183 | 15,815 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||