Position in MSFT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$15,047,626
-$3,099,587 QoQ
Shares Held
40,340
-17.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.54%
of 13F equity value
Holder Rank
#1,983
of 6,179 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Derivatives in MSFT
reported options exposure · as of Dec 31, 2023CallValue
$0
CallShares
0
PutValue
$1,316,140
PutShares
3,500
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Beverly Hills Private Wealth, LLC holds $15,942,314 across 3 Software - Infrastructure names. MSFT ranks #1 (94.4% 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 | $15,047,626 | 40,340 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $18,147,213 | 49,024 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $21,879,935 | 45,242 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $23,565,683 | 45,498 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $22,866,924 | 45,972 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $17,287,077 | 46,051 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $19,197,636 | 45,546 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $19,476,233 | 45,262 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $20,315,211 | 45,453 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $19,358,162 | 46,012 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $16,515,294 | 43,919 | Shares | Sole | 2024-01-30 | |
| 2023-12-31 | $1,316,140 | 3,500 | Put | Sole | 2024-01-30 | |
| 2023-09-30 | $1,105,125 | 3,500 | Put | Sole | 2023-11-08 | |
| 2023-09-30 | $13,956,146 | 44,200 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,191,890 | 3,500 | Put | Sole | 2023-08-10 | |
| 2023-06-30 | $25,068,511 | 73,614 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $12,419,387 | 43,078 | Shares | Sole | 2023-05-04 | |
| 2023-03-31 | $1,009,050 | 3,500 | Put | Sole | 2023-05-04 | |
| 2022-12-31 | $7,931,327 | 33,072 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||