Position in MSFT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$4,967,506
+$40,174 QoQ
Shares Held
13,317
+0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.49%
of 13F equity value
Holder Rank
#3,349
of 6,189 holders
Holding Since
Dec 2022
15 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, 2026Lodestone Wealth Management LLC holds $8,620,952 across 19 Software - Infrastructure names. MSFT ranks #1 (57.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
13,317 | $4,967,506 | |
| 2 | DOCN |
DigitalOcean Holdings, Inc.
|
5,937 | $932,287 | |
| 3 | ORCL |
Oracle Corp
|
5,211 | $763,672 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
6,257 | $730,004 | |
| 5 | NET |
Cloudflare, Inc.
|
1,610 | $394,900 | |
| 6 | RBRK |
Rubrik, Inc.
|
3,883 | $311,727 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
3,892 | $185,633 | |
| 8 | GTLB |
Gitlab Inc.
|
4,341 | $132,530 |
All Filings in MSFT
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,967,506 | 13,317 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $4,927,332 | 13,311 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $6,140,522 | 12,697 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $7,319,669 | 14,132 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $6,934,890 | 13,942 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $5,288,869 | 14,089 | Shares | Other | 2025-04-28 | |
| 2024-12-31 | $5,866,858 | 13,919 | Shares | Other | 2025-01-30 | |
| 2024-09-30 | $6,002,254 | 13,949 | Shares | Other | 2024-10-29 | |
| 2024-06-30 | $6,394,513 | 14,307 | Shares | Other | 2024-07-16 | |
| 2024-03-31 | $5,987,686 | 14,232 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $5,297,650 | 14,088 | Shares | Other | 2024-01-25 | |
| 2023-09-30 | $4,453,021 | 14,103 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $4,779,478 | 14,035 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $4,078,003 | 14,145 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,366,592 | 14,038 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||