Position in MSFT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,054,527
-$217,747 QoQ
Shares Held
2,827
-17.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
4.39%
of 13F equity value
Holder Rank
#5,169
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, 2026Seed Wealth Management, Inc. holds $1,544,541 across 2 Software - Infrastructure names. MSFT ranks #1 (68.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
2,827 | $1,054,527 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
4,200 | $490,014 |
All Filings in MSFT
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,054,527 | 2,827 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,272,274 | 3,437 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,662,201 | 3,437 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,195,590 | 4,239 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $3,184,916 | 6,403 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $2,305,645 | 6,142 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $2,597,283 | 6,162 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $2,651,508 | 6,162 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $2,754,105 | 6,162 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $2,558,819 | 6,082 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $2,317,158 | 6,162 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,945,651 | 6,162 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $2,098,407 | 6,162 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,776,504 | 6,162 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,477,770 | 6,162 | Shares | Sole | 2023-01-31 | |
| No filing history on record for this holder in this stock. | ||||||