Position in MSFT
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$2,000,506
+$43,418 QoQ
Shares Held
5,363
+1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.66%
of 13F equity value
Holder Rank
#4,472
of 6,179 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 Mar 31, 2026CallValue
$111,051
CallShares
300
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, 2026SHELTON WEALTH MANAGEMENT, LLC holds $7,751,881 across 7 Software - Infrastructure names. MSFT ranks #1 (25.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
5,363 | $2,000,506 | |
| 2 | FTNT |
Fortinet, Inc.
|
12,080 | $1,855,729 | |
| 3 | TWLO |
Twilio Inc
|
7,898 | $1,629,594 | |
| 4 | MDB |
MongoDB, Inc.
|
3,782 | $1,270,373 | |
| 5 | PANW |
Palo Alto Networks Inc
|
1,408 | $480,156 | |
| 6 | ORCL |
Oracle Corp
|
2,236 | $327,685 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
1,610 | $187,838 |
All Filings in MSFT
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,000,506 | 5,363 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,957,088 | 5,287 | Shares | Sole | 2026-04-28 | |
| 2026-03-31 | $111,051 | 300 | Call | Sole | 2026-04-28 | |
| 2025-12-31 | $2,264,308 | 4,682 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,278,462 | 4,399 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $2,825,786 | 5,681 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $1,223,771 | 3,260 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,356,387 | 3,218 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,377,390 | 3,201 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,400,294 | 3,133 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,410,253 | 3,352 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,253,341 | 3,333 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,085,864 | 3,439 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,185,419 | 3,481 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $1,068,439 | 3,706 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $780,374 | 3,254 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $769,268 | 3,303 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $847,539 | 3,300 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $1,013,723 | 3,288 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $953,130 | 2,834 | Shares | Sole | 2022-01-26 | |
| No filing history on record for this holder in this stock. | ||||||