Position in MSFT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$28,066,396
+$173,718 QoQ
Shares Held
75,241
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.99%
of 13F equity value
Holder Rank
#1,437
of 6,189 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026VALLEY WEALTH MANAGERS, INC. holds $61,038,097 across 10 Software - Infrastructure names. MSFT ranks #1 (46.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
75,241 | $28,066,396 | |
| 2 | ORCL |
Oracle Corp
|
140,506 | $20,591,152 | |
| 3 | NTAP |
NetApp, Inc.
|
36,867 | $5,705,536 | |
| 4 | DOX |
Amdocs Ltd
|
62,958 | $3,181,896 | |
| 5 | PANW |
Palo Alto Networks Inc
|
4,788 | $1,632,803 | |
| 6 | FTNT |
Fortinet, Inc.
|
7,776 | $1,194,549 | |
| 7 | SNPS |
Synopsys Inc
|
1,309 | $583,905 | |
| 8 | XYZ |
Block, Inc.
|
1,000 | $76,000 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,066,396 | 75,241 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $27,892,678 | 75,351 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $36,217,333 | 74,888 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $37,806,205 | 72,992 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $35,806,057 | 71,985 | Shares | Defined | 2025-08-06 | |
| 2025-03-31 | $28,339,315 | 75,493 | Shares | Defined | 2025-05-07 | |
| 2024-12-31 | $31,926,939 | 75,746 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $32,342,208 | 75,162 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $33,384,929 | 74,695 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $33,794,754 | 80,326 | Shares | Defined | 2024-05-03 | |
| 2023-12-31 | $32,007,772 | 85,118 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $28,008,603 | 88,705 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $31,362,711 | 92,097 | Shares | Defined | 2023-07-28 | |
| 2023-03-31 | $28,289,437 | 98,125 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $23,735,464 | 98,972 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $23,145,601 | 99,380 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $26,900,374 | 104,740 | Shares | Defined | 2022-11-16 | |
| 2022-03-31 | $33,505,896 | 108,676 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $37,082,978 | 110,261 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $32,584,313 | 115,580 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $32,214,614 | 118,917 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $28,471,820 | 120,761 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $26,358,549 | 118,508 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $25,872,482 | 123,009 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $26,590,412 | 130,659 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $21,614,312 | 137,051 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||