Baron Wealth Management LLC

Position in MSFT — Microsoft Corp

CIK 1968507 TROY, MI

Position in MSFT

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$3,908,503

+$668,405 QoQ

Shares Held

10,478

+19.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.12%

of 13F equity value

Holder Rank

#3,661

of 6,179 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Technology · as of Jun 30, 2026

Baron Wealth Management LLC holds $5,463,539 across 6 Software - Infrastructure names. MSFT ranks #1 (71.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	10,478	$3,908,503
2	VRSN	Verisign Inc/Ca	2,218	$557,960
3	PANW	Palo Alto Networks Inc	900	$306,918
4	DBX	Dropbox, Inc.	9,592	$263,492
5	ORCL	Oracle Corp	1,564	$229,204
6	CRWD	CrowdStrike Holdings, Inc.	4,140	$197,462

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,908,503	10,478	+19.7%	Shares	Sole	2026-07-07
2026-03-31	$3,240,098	8,753	-11.3%	Shares	Sole	2026-04-16
2025-12-31	$4,770,427	9,864	+5.8%	Shares	Sole	2026-01-14
2025-09-30	$4,830,401	9,326	-7.6%	Shares	Sole	2025-10-20
2025-06-30	$5,022,846	10,098	+16.0%	Shares	Sole	2025-07-09
2025-03-31	$3,268,145	8,706	-1.2%	Shares	Sole	2025-05-14
2024-12-31	$3,715,101	8,814	+2.4%	Shares	Sole	2025-01-23
2024-09-30	$3,704,452	8,609	-3.0%	Shares	Sole	2024-11-07
2024-06-30	$3,965,340	8,872	+5.2%	Shares	Sole	2024-08-13
2024-03-31	$3,548,352	8,434	0.0%	Shares	Sole	2024-05-08
2023-12-31	$3,171,521	8,434	+1.2%	Shares	Sole	2024-01-04
2023-09-30	$2,631,144	8,333	-3.6%	Shares	Sole	2023-11-01
2023-06-30	$2,942,606	8,641	-4.2%	Shares	Sole	2023-08-08
2023-03-31	$2,601,042	9,022	+1.8%	Shares	Sole	2023-06-06
2022-12-31	$2,125,284	8,862	—	Shares	Sole	2023-06-06
No filing history on record for this holder in this stock.