Walser Wealth Management Company, A Ltd Liability Co

Position in MSFT — Microsoft Corp

CIK 2112280 TAMPA, FL

Back to MSFT Full portfolio

Position in MSFT

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$2,626,433

+$36,354 QoQ

Shares Held

7,041

+0.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.50%

of 13F equity value

Holder Rank

#4,138

of 6,194 holders

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, 2026

Walser Wealth Management Company, A Ltd Liability Co holds $5,848,190 across 6 Software - Infrastructure names. MSFT ranks #1 (44.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	7,041	$2,626,433
2	PANW	Palo Alto Networks Inc	3,100	$1,057,162
3	ORCL	Oracle Corp	6,279	$920,187
4	PLTR	Palantir Technologies Inc.	6,481	$756,138
5	CRWV	CoreWeave, Inc.	3,299	$328,382
6	NTSK	Netskope Inc	14,615	$159,888

All Filings in MSFT

Export CSV

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,626,433	7,041	+0.6%	Shares	Sole	2026-07-24
2026-03-31	$2,590,079	6,997	+40.7%	Shares	Sole	2026-04-28
2025-12-31	$2,404,558	4,972	—	Shares	Sole	2026-02-23
No filing history on record for this holder in this stock.