Position in MSFT
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$39,413,845
-$13,465,644 QoQ
Shares Held
106,475
-2.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 58%
None 42%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $51,426,491 across 16 Software - Infrastructure names. MSFT ranks #1 (76.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
106,475 | $39,413,845 | |
| 2 | ORCL |
Oracle Corp
|
18,457 | $2,715,206 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
18,289 | $2,675,312 | |
| 4 | PANW |
Palo Alto Networks Inc
|
10,791 | $1,730,011 | |
| 5 | CPAY |
Corpay, Inc.
|
2,974 | $865,400 | |
| 6 | CRWV |
CoreWeave, Inc.
|
10,561 | $818,160 | |
| 7 | FTNT |
Fortinet, Inc.
|
9,786 | $799,708 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
4,552 | $444,281 |
All Filings in MSFT
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $39,413,845 | 106,475 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $52,879,489 | 109,341 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $57,136,613 | 110,313 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $54,781,745 | 110,134 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $32,465,223 | 86,484 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $22,764,791 | 54,009 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $22,250,809 | 51,710 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $15,661,572 | 35,041 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $13,940,976 | 33,136 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $10,696,831 | 28,446 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $9,910,128 | 31,386 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $10,329,257 | 30,332 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $8,446,325 | 29,297 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $7,186,683 | 29,967 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,773,749 | 20,497 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,810,938 | 18,732 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $5,474,352 | 17,756 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $5,917,550 | 17,595 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||