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Lionshead Wealth Management, LLC

Position in MSFT — Microsoft Corp

CIK 2056752 New York, NY

Position in MSFT

as of Jun 30, 2026 · filed Jul 28, 2026
Position Value
$1,285,053
+$75,708 QoQ
Shares Held
3,445
+5.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.28%
of 13F equity value
Holder Rank
#4,981
of 6,179 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in MSFT Over Time

Shares Held

Position Value (USD)

Position in Software - Infrastructure

Technology · as of Jun 30, 2026

Lionshead Wealth Management, LLC holds $3,855,531 across 4 Software - Infrastructure names. MSFT ranks #2 (33.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 MSFT
Microsoft Corp
This page
3,445 $1,285,053

All Filings in MSFT

Export CSV
7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,285,053 3,445
2026-03-31 $1,209,345 3,267
2025-12-31 $1,478,426 3,057
2025-09-30 $1,542,455 2,978
2025-06-30 $1,473,825 2,963
2025-03-31 $1,056,722 2,815
2024-12-31 $1,212,655 2,877