Private Wealth Management Group, LLC

Position in MSFT — Microsoft Corp

CIK 2011342 PRINCETON, NJ

Position in MSFT

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$2,122,483

+$825,408 QoQ

Shares Held

5,690

+62.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

3.23%

of 13F equity value

Holder Rank

#4,401

of 6,179 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Private Wealth Management Group, LLC holds $9,172,733 across 45 Software - Infrastructure names. MSFT ranks #2 (23.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PLTR	Palantir Technologies Inc.	55,741	$6,503,302
2	MSFT	Microsoft Corp This page	5,690	$2,122,483
3	ORCL	Oracle Corp	1,160	$169,998
4	FTNT	Fortinet, Inc.	409	$62,830
5	PANW	Palo Alto Networks Inc	101	$34,443
6	NET	Cloudflare, Inc.	135	$33,112
7	TWLO	Twilio Inc	146	$30,124
8	NTAP	NetApp, Inc.	163	$25,225

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,122,483	5,690	+62.4%	Shares	Sole	2026-07-27
2026-03-31	$1,297,075	3,504	-9.2%	Shares	Sole	2026-04-23
2025-12-31	$1,866,773	3,860	-1.0%	Shares	Sole	2026-01-23
2025-09-30	$2,019,487	3,899	+0.3%	Shares	Sole	2025-10-17
2025-06-30	$1,933,432	3,887	+1.1%	Shares	Sole	2025-07-29
2025-03-31	$1,442,999	3,844	+4.4%	Shares	Sole	2025-05-02
2024-12-31	$1,551,963	3,682	+4.1%	Shares	Sole	2025-01-27
2024-09-30	$1,521,540	3,536	+0.8%	Shares	Sole	2024-10-29
2024-06-30	$1,567,900	3,508	-2.9%	Shares	Sole	2024-08-13
2024-03-31	$1,519,219	3,611	+7.1%	Shares	Sole	2024-04-30
2023-12-31	$1,268,006	3,372	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.