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DKM Wealth Management, Inc.

Position in MSFT — Microsoft Corp

CIK 2055833 STOCKTON, CA

Position in MSFT

as of Mar 31, 2026 · filed Apr 10, 2026
Position Value
$485,663
-$140,141 QoQ
Shares Held
1,312
+1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Common Shares in MSFT Over Time

Shares Held

Position Value (USD)

Position in Software - Infrastructure

Technology · as of Mar 31, 2026

DKM Wealth Management, Inc. holds $715,280 across 3 Software - Infrastructure names. MSFT ranks #1 (67.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MSFT
Microsoft Corp
This page
1,312 $485,663

All Filings in MSFT

Export CSV
6 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $485,663 1,312
2025-12-31 $625,804 1,294
2025-09-30 $675,406 1,304
2025-06-30 $633,700 1,274
2025-03-31 $485,754 1,294
2024-12-31 $545,421 1,294