Position in MSFT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,457,455
+$606,235 QoQ
Shares Held
6,588
+31.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.32%
of 13F equity value
Holder Rank
#4,219
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, 2026BXM Wealth LLC holds $6,296,945 across 7 Software - Infrastructure names. MSFT ranks #1 (39.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
6,588 | $2,457,455 | |
| 2 | ORCL |
Oracle Corp
|
8,380 | $1,228,089 | |
| 3 | FTNT |
Fortinet, Inc.
|
5,500 | $844,910 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
6,603 | $770,372 | |
| 5 | PANW |
Palo Alto Networks Inc
|
1,968 | $671,127 | |
| 6 | MDB |
MongoDB, Inc.
|
725 | $243,527 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
1,708 | $81,465 |
All Filings in MSFT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,457,455 | 6,588 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,851,220 | 5,001 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,222,050 | 116,310 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $2,217,343 | 4,281 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,725,515 | 3,469 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,434,365 | 3,821 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,346,271 | 3,194 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||