Whalen Wealth Management Inc.

Position in MSFT — Microsoft Corp

CIK 1894447 LAS VEGAS, NV

Position in MSFT

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$3,863,368

-$893,316 QoQ

Shares Held

10,357

-19.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.47%

of 13F equity value

Holder Rank

#3,682

of 6,179 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Whalen Wealth Management Inc. holds $9,026,433 across 6 Software - Infrastructure names. MSFT ranks #1 (42.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	10,357	$3,863,368
2	PANW	Palo Alto Networks Inc	4,717	$1,608,591
3	ORCL	Oracle Corp	8,942	$1,310,450
4	PLTR	Palantir Technologies Inc.	10,328	$1,204,967
5	TOST	Toast, Inc.	19,425	$540,403
6	NET	Cloudflare, Inc.	2,033	$498,654

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,863,368	10,357	-19.4%	Shares	Sole	2026-08-13
2026-03-31	$4,756,684	12,850	+15.6%	Shares	Sole	2026-04-13
2025-12-31	$5,376,887	11,118	+19.7%	Shares	Sole	2026-01-20
2025-09-30	$4,810,719	9,288	+106.7%	Shares	Sole	2025-10-09
2025-06-30	$2,235,360	4,494	+73.7%	Shares	Sole	2025-08-04
2025-03-31	$971,133	2,587	-65.5%	Shares	Sole	2025-04-22
2024-12-31	$3,158,721	7,494	-18.1%	Shares	Sole	2025-01-17
2024-09-30	$3,936,814	9,149	+25.8%	Shares	Sole	2024-11-07
2024-06-30	$3,250,667	7,273	-0.5%	Shares	Sole	2024-08-01
2024-03-31	$3,076,304	7,312	+29.4%	Shares	Sole	2024-04-25
2023-12-31	$2,125,378	5,652	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.