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DKM Wealth Management, Inc.

Position in MSFT — Microsoft Corp

CIK 2055833 STOCKTON, CA

Position in MSFT

as of Jun 30, 2026 · filed Jul 30, 2026
Position Value
$448,743
-$36,920 QoQ
Shares Held
1,203
-8.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#5,815
of 6,216 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, 2026

DKM Wealth Management, Inc. holds $910,926 across 3 Software - Infrastructure names. MSFT ranks #2 (49.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 MSFT
Microsoft Corp
This page
1,203 $448,743

All Filings in MSFT

Export CSV
7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $448,743 1,203
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