Position in MSFT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$6,677,431
+$279,413 QoQ
Shares Held
17,901
+3.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.57%
of 13F equity value
Holder Rank
#2,919
of 6,189 holders
Holding Since
Dec 2021
19 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, 2026Peterson Wealth Services holds $19,615,424 across 5 Software - Infrastructure names. MSFT ranks #2 (34.0% of the industry book) .
All Filings in MSFT
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,677,431 | 17,901 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $6,398,018 | 17,284 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $7,982,631 | 16,506 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $644,847 | 1,245 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $8,329,627 | 16,746 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $6,184,550 | 16,475 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $6,563,176 | 15,571 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $6,771,200 | 15,736 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $7,358,137 | 16,463 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $6,813,560 | 16,195 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $5,859,455 | 15,582 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $4,004,657 | 12,683 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,180,809 | 12,277 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,835,029 | 6,365 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $859,754 | 3,585 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,073,669 | 4,610 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $951,555 | 3,705 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $2,420,541 | 7,851 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $2,363,320 | 7,027 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||