Position in MSFT
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$8,460,466
+$477,380 QoQ
Shares Held
22,681
+5.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.51%
of 13F equity value
Holder Rank
#2,612
of 6,194 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, 2026Wealth Management Partners, LLC holds $21,435,168 across 6 Software - Infrastructure names. MSFT ranks #1 (39.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
22,681 | $8,460,466 | |
| 2 | CRWV |
CoreWeave, Inc.
|
44,732 | $4,452,623 | |
| 3 | PANW |
Palo Alto Networks Inc
|
10,061 | $3,431,002 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
20,740 | $2,419,735 | |
| 5 | NET |
Cloudflare, Inc.
|
6,668 | $1,635,527 | |
| 6 | ORCL |
Oracle Corp
|
7,068 | $1,035,815 |
All Filings in MSFT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,460,466 | 22,681 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $7,983,086 | 21,566 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $10,641,090 | 22,003 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $11,264,376 | 21,748 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $10,817,175 | 21,747 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $8,241,312 | 21,954 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $9,670,896 | 22,944 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $9,726,931 | 22,605 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $10,265,100 | 22,967 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $9,719,052 | 23,101 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $8,535,355 | 22,698 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $7,298,245 | 23,114 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $7,746,263 | 22,747 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $6,490,497 | 22,513 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $5,515,860 | 23,000 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $5,123,800 | 22,000 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $5,136,600 | 20,000 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $6,782,820 | 22,000 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $7,062,720 | 21,000 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $6,170,101 | 21,886 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $6,018,314 | 22,216 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $5,235,272 | 22,205 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $4,986,656 | 22,420 | Shares | Sole | 2021-02-04 | |
| No filing history on record for this holder in this stock. | ||||||