Position in MSFT
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$3,727,961
+$428,636 QoQ
Shares Held
9,994
+12.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.51%
of 13F equity value
Holder Rank
#3,730
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, 2026LJI Wealth Management, LLC holds $11,579,047 across 5 Software - Infrastructure names. MSFT ranks #2 (32.2% of the industry book) .
All Filings in MSFT
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,727,961 | 9,994 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $3,299,325 | 8,913 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $4,227,322 | 8,741 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $4,399,467 | 8,494 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $4,546,824 | 9,141 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $3,482,493 | 9,277 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,908,991 | 9,274 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $3,939,826 | 9,156 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $4,016,739 | 8,987 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,760,395 | 8,938 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,505,068 | 9,321 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,651,037 | 8,396 | Shares | Sole | 2024-02-02 | |
| 2023-06-30 | $2,551,753 | 50,275 | Shares | Sole | 2024-02-02 | |
| 2023-03-31 | $2,056,732 | 7,134 | Shares | Sole | 2024-02-02 | |
| 2022-12-31 | $1,676,821 | 6,992 | Shares | Sole | 2024-01-02 | |
| No filing history on record for this holder in this stock. | ||||||