JACKSON THORNTON WEALTH MANAGEMENT, LLC
Position in MSFT — Microsoft Corp
CIK 1903880
MONTGOMERY, AL
Position in MSFT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$5,581,871
+$1,435,968 QoQ
Shares Held
14,964
+33.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.65%
of 13F equity value
Holder Rank
#3,177
of 6,179 holders
Holding Since
Mar 2022
18 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, 2026JACKSON THORNTON WEALTH MANAGEMENT, LLC holds $11,261,188 across 14 Software - Infrastructure names. MSFT ranks #1 (49.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
14,964 | $5,581,871 | |
| 2 | FTNT |
Fortinet, Inc.
|
4,329 | $665,020 | |
| 3 | SNPS |
Synopsys Inc
|
1,326 | $591,488 | |
| 4 | ORCL |
Oracle Corp
|
3,811 | $558,501 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
4,709 | $549,398 | |
| 6 | VRSN |
Verisign Inc/Ca
|
2,178 | $547,897 | |
| 7 | NTNX |
Nutanix, Inc.
|
8,865 | $451,760 | |
| 8 | MDB |
MongoDB, Inc.
|
1,241 | $416,851 |
All Filings in MSFT
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,581,871 | 14,964 | Shares | Other | 2026-08-06 | |
| 2026-03-31 | $4,145,903 | 11,200 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $3,981,642 | 8,233 | Shares | Other | 2026-01-22 | |
| 2025-09-30 | $4,973,355 | 9,602 | Shares | Other | 2025-10-29 | |
| 2025-06-30 | $3,248,087 | 6,530 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,407,000 | 6,412 | Shares | Other | 2025-04-29 | |
| 2024-12-31 | $2,794,545 | 6,630 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,990,567 | 4,626 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,092,619 | 4,682 | Shares | Other | 2024-11-07 | |
| 2024-03-31 | $1,969,811 | 4,682 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,772,276 | 4,713 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $1,455,291 | 4,609 | Shares | Other | 2023-11-07 | |
| 2023-06-30 | $1,492,246 | 4,382 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $929,190 | 3,223 | Shares | Other | 2023-08-03 | |
| 2022-12-31 | $669,097 | 2,790 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $494,679 | 2,124 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $713,216 | 2,777 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $803,455 | 2,606 | Shares | Sole | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||