Position in MSFT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$15,760,468
+$299,578 QoQ
Shares Held
42,251
+1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.04%
of 13F equity value
Holder Rank
#1,950
of 6,218 holders
Holding Since
Dec 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, 2026Tradition Wealth Management, LLC holds $27,394,973 across 9 Software - Infrastructure names. MSFT ranks #1 (57.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
42,251 | $15,760,468 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
51,260 | $5,980,504 | |
| 3 | PANW |
Palo Alto Networks Inc
|
6,530 | $2,226,860 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
6,396 | $1,220,260 | |
| 5 | ORCL |
Oracle Corp
|
6,327 | $927,221 | |
| 6 | CRWV |
CoreWeave, Inc.
|
7,557 | $752,223 | |
| 7 | PATH |
UiPath, Inc.
|
29,563 | $321,349 | |
| 8 | BTQ |
BTQ Technologies Corp.
|
32,625 | $175,848 |
All Filings in MSFT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,760,468 | 42,251 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $15,460,890 | 41,767 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $19,928,529 | 41,207 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $19,039,842 | 36,760 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $17,555,091 | 35,293 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $13,294,436 | 35,415 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $14,804,766 | 35,124 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $15,140,535 | 35,186 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $15,513,634 | 34,710 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $14,168,587 | 33,677 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $12,434,138 | 33,066 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $9,828,034 | 31,126 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $10,793,755 | 31,696 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $8,916,254 | 30,927 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $5,596,439 | 23,336 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $6,693,313 | 28,739 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,005,295 | 27,276 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $8,474,516 | 27,487 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $8,668,311 | 25,774 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $7,293,552 | 25,871 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $7,022,269 | 25,922 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $4,928,300 | 20,903 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $4,661,478 | 20,958 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||