Position in MSFT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$93,843,998
+$6,710,423 QoQ
Shares Held
251,579
+6.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
4.33%
of 13F equity value
Holder Rank
#762
of 6,179 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, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $134,441,575 across 13 Software - Infrastructure names. MSFT ranks #1 (69.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
251,579 | $93,843,998 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
64,428 | $12,291,895 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
69,497 | $8,108,214 | |
| 4 | ORCL |
Oracle Corp
|
53,526 | $7,844,235 | |
| 5 | SNPS |
Synopsys Inc
|
9,997 | $4,459,361 | |
| 6 | IOT |
Samsara Inc.
|
85,257 | $2,764,884 | |
| 7 | PANW |
Palo Alto Networks Inc
|
6,997 | $2,386,116 | |
| 8 | CRWV |
CoreWeave, Inc.
|
12,909 | $1,284,961 |
All Filings in MSFT
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $93,843,998 | 251,579 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $87,133,575 | 235,388 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $117,257,537 | 242,458 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $109,611,168 | 211,625 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $103,568,223 | 208,215 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $76,528,131 | 203,863 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $84,439,516 | 200,331 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $83,047,469 | 192,999 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $89,654,147 | 200,591 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $81,781,236 | 194,384 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $69,808,817 | 185,642 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $46,970,654 | 148,759 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $31,319,463 | 91,970 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $28,924,562 | 100,328 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $23,523,464 | 98,088 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $20,447,455 | 87,795 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $21,994,921 | 85,640 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $24,896,957 | 80,753 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $25,996,190 | 77,296 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||