Position in MSFT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$7,482,781
+$29,409 QoQ
Shares Held
20,060
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
5.26%
of 13F equity value
Holder Rank
#2,771
of 6,194 holders
Holding Since
Sep 2020
24 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, 2026Walkner Condon Financial Advisors LLC holds $9,102,419 across 6 Software - Infrastructure names. MSFT ranks #1 (82.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
20,060 | $7,482,781 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
5,128 | $598,283 | |
| 3 | PANW |
Palo Alto Networks Inc
|
1,166 | $397,629 | |
| 4 | ORCL |
Oracle Corp
|
2,000 | $293,100 | |
| 5 | FTNT |
Fortinet, Inc.
|
1,689 | $259,464 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
1,492 | $71,162 |
All Filings in MSFT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,482,781 | 20,060 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $7,453,372 | 20,135 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $9,913,726 | 20,499 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $10,159,589 | 19,615 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $9,519,432 | 19,138 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $7,030,303 | 18,728 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $7,766,559 | 18,426 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $8,004,010 | 18,601 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $7,926,658 | 17,735 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $7,537,619 | 17,916 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $6,364,853 | 16,926 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $4,793,716 | 15,182 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $5,121,040 | 15,038 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $4,170,259 | 14,465 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $3,409,041 | 14,215 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $3,240,337 | 13,913 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $3,596,647 | 14,004 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $4,004,638 | 12,989 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $3,878,778 | 11,533 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,503,137 | 12,426 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $3,309,856 | 12,218 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,882,524 | 12,226 | Shares | Sole | 2021-04-13 | |
| 2020-12-31 | $2,651,468 | 11,921 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $2,506,502 | 11,917 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||