Position in MSFT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$11,418,515
+$45,042 QoQ
Shares Held
30,611
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
10.08%
of 13F equity value
Holder Rank
#2,276
of 6,193 holders
Holding Since
Dec 2020
22 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, 2026Olde Wealth Management, LLC holds $11,725,755 across 2 Software - Infrastructure names. MSFT ranks #1 (97.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
30,611 | $11,418,515 | |
| 2 | FTNT |
Fortinet, Inc.
|
2,000 | $307,240 |
All Filings in MSFT
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,418,515 | 30,611 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $11,373,473 | 30,725 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $15,134,887 | 31,295 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $16,246,019 | 31,366 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $12,548,536 | 33,428 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $14,183,896 | 33,651 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $14,591,042 | 33,909 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $15,122,553 | 33,835 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $14,261,145 | 33,897 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $12,779,719 | 33,985 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $11,602,233 | 36,745 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $12,513,482 | 36,746 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $10,778,095 | 37,385 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $9,017,471 | 37,601 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $5,357,864 | 23,005 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $5,901,439 | 22,978 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $7,283,515 | 23,624 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $7,877,623 | 23,423 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $6,581,704 | 23,346 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $6,316,575 | 23,317 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $5,501,221 | 23,333 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $2,825,623 | 12,704 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||