CHANNEL WEALTH LLC

Position in MSFT — Microsoft Corp

CIK 1975550 SANTA BARBARA, CA

Position in MSFT

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$14,784,274

+$2,289,926 QoQ

Shares Held

39,634

+17.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

5.77%

of 13F equity value

Holder Rank

#2,008

of 6,194 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

CHANNEL WEALTH LLC holds $19,893,767 across 5 Software - Infrastructure names. MSFT ranks #1 (74.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	39,634	$14,784,274
2	OKTA	Okta, Inc.	19,409	$2,648,358
3	RELY	Remitly Global, Inc.	48,950	$1,096,969
4	ORCL	Oracle Corp	7,413	$1,086,375
5	PLTR	Palantir Technologies Inc.	2,381	$277,791

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,784,274	39,634	+17.4%	Shares	Sole	2026-08-04
2026-03-31	$12,494,348	33,753	+16.6%	Shares	Sole	2026-05-12
2025-12-31	$14,000,315	28,949	+3.9%	Shares	Sole	2026-02-03
2025-09-30	$14,425,425	27,851	+1.3%	Shares	Sole	2025-10-07
2025-06-30	$13,682,256	27,507	+0.2%	Shares	Sole	2025-07-09
2025-03-31	$10,309,335	27,463	+5.0%	Shares	Sole	2025-04-10
2024-12-31	$11,027,704	26,163	+18.1%	Shares	Sole	2025-01-15
2024-09-30	$9,535,878	22,161	+10.0%	Shares	Sole	2024-10-31
2024-06-30	$9,002,913	20,143	+5.4%	Shares	Sole	2024-08-05
2024-03-31	$8,037,014	19,103	+1.6%	Shares	Sole	2024-04-12
2023-12-31	$7,072,560	18,808	+10.0%	Shares	Sole	2024-01-08
2023-09-30	$5,400,588	17,104	+4.8%	Shares	Sole	2023-10-24
2023-06-30	$5,555,569	16,314	+1.3%	Shares	Sole	2023-07-26
2023-03-31	$4,642,206	16,102	—	Shares	Sole	2023-04-27
No filing history on record for this holder in this stock.