Madison Wealth Partners, Inc

Position in MSFT — Microsoft Corp

CIK 1844424 MADISON, WI

Position in MSFT

as of Mar 31, 2026 · filed Apr 30, 2026 Compact

Position Value

$7,115,407

-$1,784,651 QoQ

Shares Held

19,222

+4.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

7.09%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

Madison Wealth Partners, Inc holds $8,331,365 across 5 Software - Infrastructure names. MSFT ranks #1 (85.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	19,222	$7,115,407
2	PLTR	Palantir Technologies Inc.	3,875	$566,835
3	ORCL	Oracle Corp	3,569	$525,035
4	CRWD	CrowdStrike Holdings, Inc.	1,100	$107,362
5	DVLT	Datavault AI Inc.	26,978	$16,726

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$7,115,407	19,222	+4.5%	Shares	Sole	2026-04-30
2025-12-31	$8,900,058	18,403	+0.5%	Shares	Sole	2026-02-10
2025-09-30	$9,483,664	18,310	-0.0%	Shares	Sole	2025-11-12
2025-06-30	$9,110,064	18,315	-0.9%	Shares	Sole	2025-07-29
2025-03-31	$6,939,459	18,486	+0.6%	Shares	Sole	2025-04-22
2024-12-31	$7,748,856	18,384	-0.8%	Shares	Sole	2025-02-10
2024-09-30	$7,970,446	18,523	+12.0%	Shares	Sole	2024-10-24
2024-06-30	$7,389,871	16,534	-1.2%	Shares	Sole	2024-08-09
2024-03-31	$7,043,273	16,741	+9.9%	Shares	Sole	2024-04-29
2023-12-31	$5,728,217	15,233	+31.3%	Shares	Sole	2024-02-12
2023-09-30	$3,663,647	11,603	+10.6%	Shares	Sole	2023-11-01
2023-06-30	$3,573,286	10,493	+0.1%	Shares	Sole	2023-07-20
2023-03-31	$3,021,384	10,480	-0.4%	Shares	Sole	2023-04-20
2022-12-31	$2,523,625	10,523	+4.0%	Shares	Sole	2023-01-24
2022-09-30	$2,357,646	10,123	+2.0%	Shares	Sole	2022-10-24
2022-06-30	$2,548,010	9,921	+14.6%	Shares	Sole	2022-07-22
2022-03-31	$2,668,114	8,654	+2.8%	Shares	Sole	2022-05-02
2021-12-31	$2,831,141	8,418	+1.6%	Shares	Sole	2022-01-19
2021-09-30	$2,336,552	8,288	+2.0%	Shares	Sole	2021-11-09
2021-06-30	$2,201,875	8,128	+25.8%	Shares	Sole	2021-07-19
2021-03-31	$1,523,309	6,461	0.0%	Shares	Sole	2021-05-18
2020-12-31	$1,437,055	6,461	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.