Position in MSFT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,863,980
-$43,876 QoQ
Shares Held
4,997
-3.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.58%
of 13F equity value
Holder Rank
#4,571
of 6,194 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, 2026Jacksonville Wealth Management, LLC holds $6,699,975 across 6 Software - Infrastructure names. MSFT ranks #2 (27.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRWD |
CrowdStrike Holdings, Inc.
|
11,760 | $2,243,631 | |
| 2 | MSFT |
Microsoft Corp
This page
|
4,997 | $1,863,980 | |
| 3 | FTNT |
Fortinet, Inc.
|
10,287 | $1,580,288 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
4,568 | $532,948 | |
| 5 | PANW |
Palo Alto Networks Inc
|
710 | $242,124 | |
| 6 | CRWV |
CoreWeave, Inc.
|
2,381 | $237,004 |
All Filings in MSFT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,863,980 | 4,997 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,907,856 | 5,154 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,467,912 | 5,103 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,661,227 | 5,138 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,600,956 | 5,229 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,880,703 | 5,010 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $2,132,790 | 5,060 | Shares | Sole | 2025-01-21 | |
| No filing history on record for this holder in this stock. | ||||||