Weinberger Asset Management, Inc

Position in MSFT — Microsoft Corp

CIK 2051705 LOS ANGELES, CA

Position in MSFT

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$681,134

+$12,607 QoQ

Shares Held

1,826

+1.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.75%

of 13F equity value

Holder Rank

#5,546

of 6,194 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Weinberger Asset Management, Inc holds $3,121,250 across 5 Software - Infrastructure names. MSFT ranks #2 (21.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XYZ	Block, Inc.	22,649	$1,721,324
2	MSFT	Microsoft Corp This page	1,826	$681,134
3	FTNT	Fortinet, Inc.	1,835	$281,892
4	PANW	Palo Alto Networks Inc	678	$231,211
5	PLTR	Palantir Technologies Inc.	1,763	$205,689

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$681,134	1,826	+1.1%	Shares	Sole	2026-08-05
2026-03-31	$668,527	1,806	-9.7%	Shares	Sole	2026-05-08
2025-12-31	$966,756	1,999	-3.5%	Shares	Sole	2026-02-09
2025-09-30	$1,072,674	2,071	+17.9%	Shares	Sole	2025-10-15
2025-06-30	$873,949	1,757	+13.2%	Shares	Sole	2025-07-10
2025-03-31	$582,605	1,552	-14.9%	Shares	Sole	2025-04-08
2024-12-31	$768,394	1,823	+10.9%	Shares	Sole	2025-02-04
2024-09-30	$707,413	1,644	-3.8%	Shares	Sole	2025-02-04
2024-06-30	$763,837	1,709	+20.8%	Shares	Sole	2025-02-04
2024-03-31	$595,318	1,415	-3.1%	Shares	Sole	2025-02-04
2023-12-31	$549,018	1,460	+40.9%	Shares	Sole	2025-02-04
2023-09-30	$327,117	1,036	+33.9%	Shares	Sole	2025-02-04
2023-06-30	$263,577	774	—	Shares	Sole	2025-02-04
No filing history on record for this holder in this stock.