JAMISON PRIVATE WEALTH MANAGEMENT, INC.

Position in MSFT — Microsoft Corp

CIK 2006637 MILTON, GA

Position in MSFT

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$25,238,906

+$1,371,085 QoQ

Shares Held

67,661

+4.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.79%

of 13F equity value

Holder Rank

#1,518

of 6,194 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

JAMISON PRIVATE WEALTH MANAGEMENT, INC. holds $43,048,677 across 8 Software - Infrastructure names. MSFT ranks #1 (58.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	67,661	$25,238,906
2	PANW	Palo Alto Networks Inc	37,508	$12,790,978
3	PLTR	Palantir Technologies Inc.	14,887	$1,736,866
4	CRWD	CrowdStrike Holdings, Inc.	24,112	$1,150,051
5	CRWV	CoreWeave, Inc.	6,424	$639,444
6	ORCL	Oracle Corp	4,222	$618,734
7	NET	Cloudflare, Inc.	2,048	$502,333
8	ZS	Zscaler, Inc.	2,631	$371,365

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$25,238,906	67,661	+4.9%	Shares	Sole	2026-07-16
2026-03-31	$23,867,821	64,478	+0.6%	Shares	Sole	2026-04-27
2025-12-31	$30,990,853	64,081	-0.2%	Shares	Sole	2026-01-15
2025-09-30	$33,247,210	64,190	-0.2%	Shares	Sole	2025-10-14
2025-06-30	$32,000,872	64,335	+0.2%	Shares	Sole	2025-07-22
2025-03-31	$24,112,425	64,233	-1.0%	Shares	Sole	2025-04-22
2024-12-31	$27,336,804	64,856	+0.4%	Shares	Sole	2025-01-21
2024-09-30	$27,805,125	64,618	+1.3%	Shares	Sole	2024-10-15
2024-06-30	$28,515,856	63,801	-1.2%	Shares	Sole	2024-07-11
2024-03-31	$27,160,421	64,557	+0.4%	Shares	Sole	2024-04-26
2023-12-31	$24,170,723	64,277	-0.4%	Shares	Sole	2024-01-17
2023-09-30	$20,380,083	64,545	—	Shares	Sole	2024-01-05
No filing history on record for this holder in this stock.