Position in MSFT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$13,264,218
-$44,874 QoQ
Shares Held
35,559
-1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.31%
of 13F equity value
Holder Rank
#2,127
of 6,194 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)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026LMG Wealth Partners, LLC holds $16,787,220 across 2 Software - Infrastructure names. MSFT ranks #1 (79.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
35,559 | $13,264,218 | |
| 2 | OKTA |
Okta, Inc.
|
25,819 | $3,523,002 |
All Filings in MSFT
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,264,218 | 35,559 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $13,309,092 | 35,954 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $16,064,889 | 33,218 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $17,548,146 | 33,880 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $16,891,048 | 33,958 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $12,831,205 | 34,181 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $14,419,093 | 34,209 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $14,541,127 | 33,793 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $14,942,432 | 33,432 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $13,998,195 | 33,272 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $12,070,884 | 32,100 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $8,324,433 | 26,364 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $8,956,883 | 26,302 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $7,657,824 | 26,562 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $6,320,935 | 26,357 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||