Position in MSFT
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$16,248,378
+$67,878 QoQ
Shares Held
43,559
-0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
4.42%
of 13F equity value
Holder Rank
#418
of 1,901 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Bison Wealth, LLC holds $25,523,398 across 7 Software - Infrastructure names. MSFT ranks #1 (63.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
43,559 | $16,248,378 | |
| 2 | PANW |
Palo Alto Networks Inc
|
9,295 | $3,169,780 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
10,632 | $2,028,426 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
13,920 | $1,624,046 | |
| 5 | ORCL |
Oracle Corp
|
7,190 | $1,053,694 | |
| 6 | FTNT |
Fortinet, Inc.
|
4,772 | $733,074 | |
| 7 | INFQ |
Infleqtion, Inc.
|
50,000 | $666,000 |
All Filings in MSFT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,248,378 | 43,559 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $16,180,500 | 43,711 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $20,874,490 | 43,163 | Shares | Sole | 2026-03-24 | |
| 2025-09-30 | $23,801,356 | 45,953 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $18,254,947 | 36,700 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $11,956,546 | 31,851 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $7,792,270 | 18,487 | Shares | Sole | 2025-02-25 | |
| No filing history on record for this holder in this stock. | ||||||