Position in MSFT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$33,811,278
+$3,793,823 QoQ
Shares Held
90,642
+11.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
4.11%
of 13F equity value
Holder Rank
#1,291
of 6,189 holders
Holding Since
Mar 2022
17 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, 2026WealthPlan Investment Management, LLC holds $54,517,540 across 7 Software - Infrastructure names. MSFT ranks #1 (62.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
90,642 | $33,811,278 | |
| 2 | ORCL |
Oracle Corp
|
45,841 | $6,717,998 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
52,405 | $6,114,090 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
20,904 | $3,988,169 | |
| 5 | PANW |
Palo Alto Networks Inc
|
9,315 | $3,176,601 | |
| 6 | SNPS |
Synopsys Inc
|
999 | $445,623 | |
| 7 | CRWV |
CoreWeave, Inc.
|
2,650 | $263,781 |
All Filings in MSFT
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,811,278 | 90,642 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $30,017,455 | 81,091 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $30,377,623 | 62,813 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $17,739,269 | 34,249 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $20,919,074 | 42,056 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $10,262,036 | 27,337 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $10,357,098 | 24,572 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $10,554,828 | 24,529 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $9,764,516 | 21,847 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $9,096,807 | 21,622 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $8,095,013 | 21,527 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $6,579,282 | 20,837 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $5,090,051 | 14,947 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $5,990,297 | 20,778 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $9,598,075 | 40,022 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $9,354,428 | 40,165 | Shares | Other | 2022-12-12 | |
| 2022-03-31 | $12,706,071 | 41,212 | Shares | Other | 2022-09-07 | |
| No filing history on record for this holder in this stock. | ||||||