Position in MSFT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$9,973,807
-$191,060 QoQ
Shares Held
26,738
-2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.18%
of 13F equity value
Holder Rank
#868
of 2,743 holders
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 56%
Shared 0%
None 44%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026MBL Wealth, LLC holds $16,332,157 across 10 Software - Infrastructure names. MSFT ranks #1 (61.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
26,738 | $9,973,807 | |
| 2 | BAND |
Bandwidth Inc.
|
29,113 | $1,842,852 | |
| 3 | ORCL |
Oracle Corp
|
9,233 | $1,353,095 | |
| 4 | PANW |
Palo Alto Networks Inc
|
3,846 | $1,311,562 | |
| 5 | CRWV |
CoreWeave, Inc.
|
4,576 | $455,495 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
2,771 | $323,292 | |
| 7 | FTNT |
Fortinet, Inc.
|
1,860 | $285,733 | |
| 8 | SNPS |
Synopsys Inc
|
622 | $277,455 |
All Filings in MSFT
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,973,807 | 26,738 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $10,164,867 | 27,460 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $12,599,267 | 26,052 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $10,221,743 | 19,735 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $9,344,841 | 18,787 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $7,288,946 | 19,417 | Shares | Sole | 2025-05-21 | |
| 2024-12-31 | $7,727,359 | 18,333 | Shares | Sole | 2025-04-21 | |
| 2024-09-30 | $8,193,341 | 19,041 | Shares | Sole | 2025-01-08 | |
| 2024-06-30 | $8,425,454 | 18,851 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $7,989,051 | 18,989 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $7,415,132 | 19,719 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $6,157,125 | 19,500 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $6,673,221 | 19,596 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $5,441,950 | 18,876 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $4,268,075 | 17,797 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $4,113,945 | 17,664 | Shares | Sole | 2023-01-12 | |
| 2022-06-30 | $4,199,169 | 16,350 | Shares | Sole | 2023-01-12 | |
| 2022-03-31 | $5,013,428 | 16,261 | Shares | Defined | 2022-05-02 | |
| 2021-09-30 | $3,793,233 | 13,455 | Shares | Sole | 2021-10-25 | |
| 2021-03-31 | $3,084,814 | 13,084 | Shares | Defined | 2021-05-27 | |
| 2020-12-31 | $2,582,296 | 11,610 | Shares | Defined | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||