Position in MSFT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,636,065
+$1,086,733 QoQ
Shares Held
4,386
+195.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.84%
of 13F equity value
Holder Rank
#4,730
of 6,194 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, 2026KMT WEALTH MANAGEMENT, LLC holds $4,603,073 across 5 Software - Infrastructure names. MSFT ranks #1 (35.5% of the industry book) .
All Filings in MSFT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,636,065 | 4,386 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $549,332 | 1,484 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $785,398 | 1,624 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $841,150 | 1,624 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $867,483 | 1,744 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $654,680 | 1,744 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $377,664 | 896 | Shares | Sole | 2025-02-27 | |
| No filing history on record for this holder in this stock. | ||||||