PENSION & WEALTH MANAGEMENT ADVISORS, INC.

Pension

Position in MSFT — Microsoft Corp

CIK 2145782 WALTHAM, MA

Position in MSFT

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$2,541,758

+$122,327 QoQ

Shares Held

6,814

+4.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.02%

of 13F equity value

Holder Rank

#4,177

of 6,189 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $3,995,349 across 12 Software - Infrastructure names. MSFT ranks #1 (63.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	6,814	$2,541,758
2	CLBT	Cellebrite DI Ltd.	33,143	$483,887
3	VRNS	Varonis Systems Inc	5,018	$210,555
4	ORCL	Oracle Corp	1,198	$175,566
5	PAY	Paymentus Holdings, Inc.	6,450	$155,832
6	PANW	Palo Alto Networks Inc	446	$152,094
7	CRWD	CrowdStrike Holdings, Inc.	480	$91,576
8	PLTR	Palantir Technologies Inc.	509	$59,385

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,541,758	6,814	+4.3%	Shares	Sole	2026-08-07
2026-03-31	$2,419,431	6,536	+4.1%	Shares	Sole	2026-08-07
2025-12-31	$3,036,649	6,279	+34.5%	Shares	Sole	2026-08-07
2025-09-30	$2,417,272	4,667	+0.7%	Shares	Sole	2026-08-07
2025-06-30	$2,304,500	4,633	-10.6%	Shares	Sole	2026-08-07
2025-03-31	$1,944,520	5,180	+35.2%	Shares	Sole	2026-08-07
2024-12-31	$1,614,766	3,831	+12.6%	Shares	Sole	2026-08-07
2024-09-30	$1,463,880	3,402	+13.1%	Shares	Sole	2026-08-07
2024-06-30	$1,344,872	3,009	0.0%	Shares	Sole	2026-08-07
2024-03-31	$1,265,946	3,009	+7.7%	Shares	Sole	2026-08-07
2023-12-31	$1,051,031	2,795	+12.4%	Shares	Sole	2026-08-07
2023-09-30	$785,270	2,487	-0.1%	Shares	Sole	2026-08-07
2023-06-30	$847,944	2,490	-3.9%	Shares	Sole	2026-08-07
2023-03-31	$746,985	2,591	-0.9%	Shares	Sole	2026-08-07
2022-12-31	$627,129	2,615	—	Shares	Sole	2026-08-07
No filing history on record for this holder in this stock.