Position in MSFT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$12,434,621
+$3,765,980 QoQ
Shares Held
33,335
+42.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.16%
of 13F equity value
Holder Rank
#2,195
of 6,194 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 5%
None 95%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Palumbo Wealth Management LLC holds $20,942,896 across 12 Software - Infrastructure names. MSFT ranks #1 (59.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
33,335 | $12,434,621 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
16,240 | $3,098,348 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
11,456 | $1,336,571 | |
| 4 | NET |
Cloudflare, Inc.
|
4,675 | $1,146,684 | |
| 5 | NTNX |
Nutanix, Inc.
|
11,105 | $565,910 | |
| 6 | TWLO |
Twilio Inc
|
2,672 | $551,313 | |
| 7 | MDB |
MongoDB, Inc.
|
1,267 | $425,585 | |
| 8 | GTLB |
Gitlab Inc.
|
12,832 | $391,760 |
All Filings in MSFT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,434,621 | 33,335 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $8,668,641 | 23,418 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $10,799,234 | 22,330 | Shares | Defined | 2026-01-21 | |
| 2025-09-30 | $11,520,243 | 22,242 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $9,988,490 | 20,081 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $7,516,058 | 20,022 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $7,237,576 | 17,171 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $7,000,981 | 16,270 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $6,733,748 | 15,066 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $6,126,103 | 14,561 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $5,436,034 | 14,456 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $4,728,040 | 14,974 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $4,416,122 | 12,968 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $3,740,404 | 12,974 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $3,007,342 | 12,540 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,915,209 | 12,517 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,213,456 | 12,512 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,852,641 | 12,496 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $4,162,296 | 12,376 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $3,433,503 | 12,179 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,407,651 | 12,579 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,969,523 | 12,595 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,735,098 | 12,297 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||