Buck Wealth Strategies, LLC

Position in MSFT — Microsoft Corp

CIK 1973259 DENVER, CO

Position in MSFT

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

Position Value

$18,576,769

+$1,648,525 QoQ

Shares Held

49,801

+8.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

4.27%

of 13F equity value

Holder Rank

#1,761

of 6,179 holders

Holding Since

Sep 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Buck Wealth Strategies, LLC holds $21,752,021 across 18 Software - Infrastructure names. MSFT ranks #1 (85.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	49,801	$18,576,769
2	FTNT	Fortinet, Inc.	15,321	$2,353,612
3	ORCL	Oracle Corp	1,789	$262,177
4	XYZ	Block, Inc.	2,939	$223,364
5	PLTR	Palantir Technologies Inc.	1,406	$164,038
6	PANW	Palo Alto Networks Inc	239	$81,503
7	SNPS	Synopsys Inc	74	$33,009
8	IOT	Samsara Inc.	574	$18,614

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$18,576,769	49,801	+8.9%	Shares	Sole	2026-07-30
2026-03-31	$16,928,244	45,731	+21.8%	Shares	Sole	2026-05-08
2025-12-31	$18,164,283	37,559	+6.4%	Shares	Sole	2026-02-03
2025-09-30	$18,284,152	35,301	+2.5%	Shares	Sole	2025-11-04
2025-06-30	$17,134,779	34,448	+10.9%	Shares	Sole	2025-08-04
2025-03-31	$11,662,616	31,068	+16.8%	Shares	Sole	2025-04-22
2024-12-31	$11,212,743	26,602	+39.4%	Shares	Sole	2025-01-27
2024-09-30	$8,213,566	19,088	-9.8%	Shares	Sole	2024-11-05
2024-06-30	$9,458,355	21,162	+92.3%	Shares	Sole	2024-08-15
2024-03-31	$4,629,602	11,004	-41.1%	Shares	Sole	2024-05-03
2023-12-31	$7,021,794	18,673	+1.9%	Shares	Sole	2024-01-23
2023-09-30	$5,788,013	18,331	+2.0%	Shares	Sole	2023-11-06
2023-06-30	$6,120,865	17,974	-10.8%	Shares	Sole	2023-11-06
2023-03-31	$5,809,821	20,152	+20.4%	Shares	Sole	2023-11-06
2022-09-30	$3,899,210	16,742	—	Shares	Sole	2023-10-30
No filing history on record for this holder in this stock.