Position in MSFT
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$870,255
-$111,493 QoQ
Shares Held
2,333
+14.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.32%
of 13F equity value
Holder Rank
#5,355
of 6,194 holders
Holding Since
Dec 2024
6 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, 2026PUFF WEALTH MANAGEMENT, LLC holds $1,116,968 across 2 Software - Infrastructure names. MSFT ranks #1 (77.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
2,333 | $870,255 | |
| 2 | FTNT |
Fortinet, Inc.
|
1,606 | $246,713 |
All Filings in MSFT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $870,255 | 2,333 | Shares | Sole | 2026-07-08 | |
| 2025-12-31 | $981,748 | 2,030 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $994,981 | 1,921 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $965,970 | 1,942 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $760,540 | 2,026 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $720,343 | 1,709 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||