Position in MSFT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$8,382,132
+$671,862 QoQ
Shares Held
22,471
+7.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
6.40%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
3 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, 2026FULCRUM WEALTH ADVISORS, LLC holds $9,078,097 across 2 Software - Infrastructure names. MSFT ranks #1 (92.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
22,471 | $8,382,132 | |
| 2 | ORCL |
Oracle Corp
|
4,749 | $695,965 |
All Filings in MSFT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,382,132 | 22,471 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $7,710,270 | 20,829 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $9,259,872 | 19,147 | Shares | Sole | 2026-02-02 | |
| No filing history on record for this holder in this stock. | ||||||