Lifestyle Asset Management, Inc.

Position in MSFT — Microsoft Corp

CIK 1845675 Friendswood, TX

Position in MSFT

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,346,229

-$36,726 QoQ

Shares Held

3,609

-3.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.69%

of 13F equity value

Holder Rank

#4,950

of 6,194 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Lifestyle Asset Management, Inc. holds $7,588,653 across 4 Software - Infrastructure names. MSFT ranks #3 (17.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FTNT	Fortinet, Inc.	27,226	$4,182,458
2	CHKP	Check Point Software Technologies Ltd	13,895	$1,826,219
3	MSFT	Microsoft Corp This page	3,609	$1,346,229
4	ORCL	Oracle Corp	1,595	$233,747

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,346,229	3,609	-3.4%	Shares	Sole	2026-07-20
2026-03-31	$1,382,955	3,736	+11.0%	Shares	Sole	2026-04-10
2025-12-31	$1,628,348	3,367	-2.2%	Shares	Sole	2026-02-11
2025-09-30	$1,782,265	3,441	+66.4%	Shares	Sole	2025-10-09
2025-06-30	$1,028,643	2,068	-0.9%	Shares	Sole	2025-07-09
2025-03-31	$783,063	2,086	+55.2%	Shares	Sole	2025-04-10
2024-12-31	$566,496	1,344	+6.9%	Shares	Sole	2025-01-17
2024-09-30	$540,887	1,257	+8.9%	Shares	Sole	2024-10-31
2024-06-30	$515,780	1,154	+1.9%	Shares	Sole	2024-07-19
2024-03-31	$476,255	1,132	-10.2%	Shares	Sole	2024-04-19
2023-12-31	$474,186	1,261	-9.4%	Shares	Sole	2024-02-12
2023-09-30	$439,524	1,392	+56.1%	Shares	Sole	2023-10-05
2023-06-30	$303,761	892	+1.2%	Shares	Sole	2023-07-13
2023-03-31	$253,992	881	-35.1%	Shares	Sole	2023-04-21
2022-12-31	$325,435	1,357	—	Shares	Sole	2023-04-20
No filing history on record for this holder in this stock.