Position in MSFT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$9,615,336
+$208,947 QoQ
Shares Held
25,777
+1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
4.31%
of 13F equity value
Holder Rank
#2,465
of 6,194 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Derivatives in MSFT
reported options exposure · as of Jun 30, 2026CallValue
$373,020
CallShares
1,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Keystone Wealth Services, LLC holds $15,244,563 across 7 Software - Infrastructure names. MSFT ranks #1 (63.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
25,777 | $9,615,336 | |
| 2 | NET |
Cloudflare, Inc.
|
10,843 | $2,659,571 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
12,251 | $1,429,324 | |
| 4 | ORCL |
Oracle Corp
|
3,552 | $520,545 | |
| 5 | CRWV |
CoreWeave, Inc.
|
3,834 | $381,636 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
1,788 | $341,123 | |
| 7 | PANW |
Palo Alto Networks Inc
|
871 | $297,028 |
All Filings in MSFT
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,615,336 | 25,777 | Shares | Sole | 2026-08-05 | |
| 2026-06-30 | $373,020 | 1,000 | Call | Sole | 2026-08-05 | |
| 2026-03-31 | $9,406,389 | 25,411 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $12,074,540 | 24,967 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $12,916,119 | 24,937 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $12,331,291 | 24,791 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $9,385,500 | 25,002 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $10,701,885 | 25,390 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $10,495,447 | 24,391 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $9,681,830 | 21,662 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $8,872,143 | 21,088 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $7,876,909 | 20,947 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $6,612,120 | 20,941 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $7,111,156 | 20,882 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $5,978,188 | 20,736 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $4,903,839 | 20,448 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $4,480,530 | 19,238 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $4,843,043 | 18,857 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $5,627,890 | 18,254 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $6,137,503 | 18,249 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||