Position in MSFT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$221,200
New position
Shares Held
593
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
1.68%
of 13F equity value
Holder Rank
#6,107
of 6,223 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Capstone Wealth Management, Inc. holds $444,500 across 2 Software - Infrastructure names. MSFT ranks #2 (49.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NUAI |
New ERA Energy & Digital, Inc.
|
35,000 | $223,300 | |
| 2 | MSFT |
Microsoft Corp
This page
|
593 | $221,200 |
All Filings in MSFT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $221,200 | 593 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||