Fiscal Wisdom Wealth Management, LLC

Position in MSFT — Microsoft Corp

CIK 2053757 Canton, CT

Position in MSFT

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$1,161,211

+$102,895 QoQ

Shares Held

3,113

+8.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

4.47%

of 13F equity value

Holder Rank

#5,114

of 6,215 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Fiscal Wisdom Wealth Management, LLC holds $2,232,834 across 4 Software - Infrastructure names. MSFT ranks #1 (52.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	3,113	$1,161,211
2	ORCL	Oracle Corp	5,583	$818,188
3	PANW	Palo Alto Networks Inc	652	$222,345
4	REKR	Rekor Systems, Inc.	44,735	$31,090

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,161,211	3,113	+8.9%	Shares	Sole	2026-07-21
2026-03-31	$1,058,316	2,859	-0.9%	Shares	Sole	2026-05-06
2025-12-31	$1,394,760	2,884	-1.9%	Shares	Sole	2026-01-27
2025-09-30	$1,522,255	2,939	—	Shares	Sole	2025-11-07
No filing history on record for this holder in this stock.