Position in MSFT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$17,089,538
+$2,127,637 QoQ
Shares Held
45,814
+13.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
5.68%
of 13F equity value
Holder Rank
#1,849
of 6,194 holders
Holding Since
Dec 2020
19 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, 202644 WEALTH MANAGEMENT LLC holds $19,401,211 across 2 Software - Infrastructure names. MSFT ranks #1 (88.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
45,814 | $17,089,538 | |
| 2 | FTNT |
Fortinet, Inc.
|
15,048 | $2,311,673 |
All Filings in MSFT
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,089,538 | 45,814 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $14,961,901 | 40,419 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $18,783,317 | 38,839 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $20,102,675 | 38,812 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $19,722,306 | 39,650 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $14,533,974 | 38,717 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $15,521,737 | 36,825 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $15,581,593 | 36,211 | Shares | Sole | 2024-10-25 | |
| 2023-06-30 | $12,385,099 | 36,369 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $10,776,654 | 37,380 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $8,848,398 | 36,896 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $8,380,207 | 35,982 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $9,169,858 | 35,704 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $10,990,326 | 35,647 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $11,753,375 | 34,947 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $9,937,116 | 35,248 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $9,742,918 | 35,965 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $8,435,379 | 35,778 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $7,715,749 | 34,690 | Shares | Sole | 2021-03-05 | |
| No filing history on record for this holder in this stock. | ||||||