Position in MSFT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,536,842
+$596,981 QoQ
Shares Held
4,120
+62.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.29%
of 13F equity value
Holder Rank
#4,788
of 6,179 holders
Holding Since
Dec 2024
7 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, 2026Capstone Wealth Management, LLC holds $3,833,909 across 8 Software - Infrastructure names. MSFT ranks #1 (40.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
4,120 | $1,536,842 | |
| 2 | FTNT |
Fortinet, Inc.
|
2,804 | $430,750 | |
| 3 | SNPS |
Synopsys Inc
|
864 | $385,404 | |
| 4 | VRSN |
Verisign Inc/Ca
|
1,522 | $382,874 | |
| 5 | NTNX |
Nutanix, Inc.
|
6,396 | $325,940 | |
| 6 | ORCL |
Oracle Corp
|
1,867 | $273,608 | |
| 7 | S |
SentinelOne, Inc.
|
15,745 | $267,192 | |
| 8 | NET |
Cloudflare, Inc.
|
943 | $231,299 |
All Filings in MSFT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,536,842 | 4,120 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $939,861 | 2,539 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,214,853 | 2,512 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,249,295 | 2,412 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,185,825 | 2,384 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $900,936 | 2,400 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,026,352 | 2,435 | Shares | Sole | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||