Clay Northam Wealth Management, LLC
Position in MSFT — Microsoft Corp
CIK 1915687
HUNTINGTON BEACH, CA
Position in MSFT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$5,298,003
+$162,635 QoQ
Shares Held
14,203
+2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
5.25%
of 13F equity value
Holder Rank
#3,259
of 6,194 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)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Clay Northam Wealth Management, LLC holds $16,017,175 across 4 Software - Infrastructure names. MSFT ranks #2 (33.1% 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 | $5,298,003 | 14,203 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $5,135,368 | 13,873 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $6,775,516 | 14,010 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,311,382 | 14,116 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $7,066,206 | 14,206 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $5,367,701 | 14,299 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $6,078,030 | 14,420 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $6,127,472 | 14,240 | Shares | Sole | 2025-01-07 | |
| 2024-06-30 | $6,352,947 | 14,214 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $5,971,699 | 14,194 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $5,303,668 | 14,104 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $4,472,283 | 14,164 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $4,863,932 | 14,283 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $4,163,052 | 14,440 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $3,523,435 | 14,692 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $3,432,713 | 14,739 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $3,692,958 | 14,379 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $4,706,043 | 15,264 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $5,148,722 | 15,309 | Shares | Sole | 2022-03-15 | |
| No filing history on record for this holder in this stock. | ||||||