Position in MSFT
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$2,306,382
+$102,760 QoQ
Shares Held
6,183
+3.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.02%
of 13F equity value
Holder Rank
#1,630
of 2,546 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, 2026Beaird Harris Wealth Management, LLC holds $2,891,693 across 12 Software - Infrastructure names. MSFT ranks #1 (79.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
6,183 | $2,306,382 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
3,891 | $453,962 | |
| 3 | PANW |
Palo Alto Networks Inc
|
372 | $126,859 | |
| 4 | PATH |
UiPath, Inc.
|
150 | $1,630 | |
| 5 | NET |
Cloudflare, Inc.
|
3 | $735 | |
| 6 | GDDY |
GoDaddy Inc.
|
8 | $679 | |
| 7 | SNPS |
Synopsys Inc
|
1 | $446 | |
| 8 | OKTA |
Okta, Inc.
|
3 | $409 |
All Filings in MSFT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,306,382 | 6,183 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $2,203,622 | 5,953 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,053,093 | 6,313 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $3,269,300 | 6,312 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,165,019 | 6,363 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,273,737 | 6,057 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,657,979 | 6,306 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,912,270 | 6,768 | Shares | Sole | 2024-12-02 | |
| 2024-06-30 | $3,416,485 | 7,644 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $2,483,509 | 5,903 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,231,045 | 5,933 | Shares | Sole | 2024-02-27 | |
| 2023-09-30 | $1,733,151 | 5,489 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,840,617 | 5,405 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,664,067 | 5,772 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $1,625,499 | 6,778 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,357,341 | 5,828 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $1,346,559 | 5,243 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,289,044 | 4,181 | Shares | Sole | 2022-05-27 | |
| 2021-12-31 | $2,042,807 | 6,074 | Shares | Sole | 2022-05-17 | |
| No filing history on record for this holder in this stock. | ||||||