Position in MSFT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$10,995,137
+$3,057,952 QoQ
Shares Held
29,476
+37.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
5.02%
of 13F equity value
Holder Rank
#2,301
of 6,179 holders
Holding Since
Mar 2020
26 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, 2026Wealth Management Associates, Inc. holds $21,013,213 across 8 Software - Infrastructure names. MSFT ranks #1 (52.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
29,476 | $10,995,137 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
48,536 | $5,662,695 | |
| 3 | ORCL |
Oracle Corp
|
12,254 | $1,795,823 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
16,768 | $799,770 | |
| 5 | PANW |
Palo Alto Networks Inc
|
1,583 | $539,834 | |
| 6 | IOT |
Samsara Inc.
|
15,335 | $497,314 | |
| 7 | SNPS |
Synopsys Inc
|
1,069 | $476,848 | |
| 8 | FTNT |
Fortinet, Inc.
|
1,600 | $245,792 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,995,137 | 29,476 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $7,937,185 | 21,442 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $10,025,442 | 20,730 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $10,791,488 | 20,835 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $10,414,770 | 20,938 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $7,906,088 | 21,061 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $8,767,200 | 20,800 | Shares | Sole | 2025-05-28 | |
| 2024-09-30 | $8,946,797 | 20,792 | Shares | Sole | 2025-05-28 | |
| 2024-06-30 | $9,231,752 | 20,655 | Shares | Sole | 2025-05-28 | |
| 2024-03-31 | $8,689,971 | 20,655 | Shares | Sole | 2025-05-28 | |
| 2023-12-31 | $7,882,174 | 20,961 | Shares | Sole | 2025-05-28 | |
| 2023-09-30 | $6,576,125 | 20,827 | Shares | Sole | 2025-05-28 | |
| 2023-06-30 | $7,061,096 | 20,735 | Shares | Sole | 2025-05-28 | |
| 2023-03-31 | $6,126,663 | 21,251 | Shares | Sole | 2025-05-28 | |
| 2022-12-31 | $4,817,743 | 20,089 | Shares | Sole | 2025-05-28 | |
| 2022-09-30 | $4,686,180 | 20,121 | Shares | Sole | 2025-05-28 | |
| 2022-06-30 | $4,790,649 | 18,653 | Shares | Sole | 2025-05-28 | |
| 2022-03-31 | $5,901,053 | 19,140 | Shares | Sole | 2025-05-28 | |
| 2021-12-31 | $6,922,138 | 20,582 | Shares | Sole | 2025-05-28 | |
| 2021-09-30 | $5,741,300 | 20,365 | Shares | Sole | 2025-05-28 | |
| 2021-06-30 | $5,586,499 | 20,622 | Shares | Sole | 2025-05-28 | |
| 2021-03-31 | $4,484,581 | 19,021 | Shares | Sole | 2025-05-28 | |
| 2020-12-31 | $4,195,286 | 18,862 | Shares | Sole | 2025-05-28 | |
| 2020-09-30 | $4,036,232 | 19,190 | Shares | Sole | 2025-05-28 | |
| 2020-06-30 | $3,809,707 | 18,720 | Shares | Sole | 2025-05-28 | |
| 2020-03-31 | $3,049,953 | 19,339 | Shares | Sole | 2025-05-28 | |
| No filing history on record for this holder in this stock. | ||||||