Smallwood Wealth Investment Management, LLC
Position in MSFT — Microsoft Corp
CIK 1921304
RED BANK, NJ
Position in MSFT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,832,647
+$676 QoQ
Shares Held
4,913
-0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.97%
of 13F equity value
Holder Rank
#4,582
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, 2026Smallwood Wealth Investment Management, LLC holds $2,572,275 across 11 Software - Infrastructure names. MSFT ranks #1 (71.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
4,913 | $1,832,647 | |
| 2 | ORCL |
Oracle Corp
|
2,407 | $352,745 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
2,171 | $253,290 | |
| 4 | S |
SentinelOne, Inc.
|
4,000 | $67,880 | |
| 5 | MDB |
MongoDB, Inc.
|
100 | $33,590 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
248 | $11,828 | |
| 7 | PANW |
Palo Alto Networks Inc
|
26 | $8,866 | |
| 8 | TDC |
Teradata Corp /De/
|
242 | $8,385 |
All Filings in MSFT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,832,647 | 4,913 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,831,971 | 4,949 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,436,477 | 5,038 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,639,991 | 5,097 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,555,195 | 5,137 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $1,848,795 | 4,925 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $2,120,145 | 5,030 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,181,190 | 5,069 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,267,824 | 5,074 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,906,282 | 4,531 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,487,614 | 3,956 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $1,188,167 | 3,763 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $1,332,873 | 3,914 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,142,821 | 3,964 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,597,201 | 6,660 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,549,483 | 6,653 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,548,941 | 6,031 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,114,232 | 3,614 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $1,213,442 | 3,608 | Shares | Sole | 2022-04-05 | |
| No filing history on record for this holder in this stock. | ||||||