Position in MSFT
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$6,452,872
+$81,506 QoQ
Shares Held
17,299
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.80%
of 13F equity value
Holder Rank
#2,970
of 6,194 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Wealth Dimensions Group, Ltd. holds $13,825,960 across 7 Software - Infrastructure names. MSFT ranks #1 (46.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
17,299 | $6,452,872 | |
| 2 | IOT |
Samsara Inc.
|
160,011 | $5,189,156 | |
| 3 | ORCL |
Oracle Corp
|
6,775 | $992,876 | |
| 4 | PANW |
Palo Alto Networks Inc
|
1,301 | $443,667 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
2,609 | $304,392 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
4,840 | $230,849 | |
| 7 | ZS |
Zscaler, Inc.
|
1,503 | $212,148 |
All Filings in MSFT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,452,872 | 17,299 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $6,371,366 | 17,212 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $8,198,326 | 16,952 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $8,866,786 | 17,119 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $8,622,602 | 17,335 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $6,802,817 | 18,122 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $7,384,680 | 17,520 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $7,248,833 | 16,846 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $7,248,188 | 16,217 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $6,972,171 | 16,572 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $6,402,833 | 17,027 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $5,621,928 | 17,805 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,964,558 | 17,515 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,102,045 | 17,697 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $4,624,688 | 19,284 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $4,334,269 | 18,610 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $4,793,218 | 18,663 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $5,704,351 | 18,502 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $6,012,392 | 17,877 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $5,137,992 | 18,225 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $4,689,820 | 17,312 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $3,960,464 | 16,798 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $3,595,196 | 16,164 | Shares | Sole | 2021-02-17 | |
| No filing history on record for this holder in this stock. | ||||||