4WM
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4J Wealth Management’s Microsoft MSFT Stock Holding History

4J Wealth Management’s Portfolio MSFT Stock Details MSFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.8M Sell
4,822
-152
-3% -$61.5K 0.88% 26
2026
Q1 		$1.84M Buy
4,974
+120
+2% +$50.2K 1.05% 23
2025
Q4 		$2.35M Sell
4,854
-171
-3% -$85.7K 1.34% 16
2025
Q3 		$2.6M Sell
5,025
-30
-0.6% -$15.3K 1.53% 15
2025
Q2 		$2.51M Buy
5,055
+25
+0.5% +$10.9K 1.7% 14
2025
Q1 		$1.89M Buy
5,030
+548
+12% +$223K 1.49% 18
2024
Q4 		$1.89M Sell
4,482
-144
-3% -$61.3K 1.53% 14
2024
Q3 		$1.99M Sell
4,626
-97
-2% -$41.5K 1.54% 16
2024
Q2 		$2.11M Sell
4,723
-35
-0.7% -$14.8K 1.75% 14
2024
Q1 		$2M Sell
4,758
-129
-3% -$52.2K 1.73% 14
2023
Q4 		$1.84M Sell
4,887
-263
-5% -$93.6K 1.68% 15
2023
Q3 		$1.63M Sell
5,150
-54
-1% -$17.8K 1.62% 16
2023
Q2 		$1.77M Sell
5,204
-169
-3% -$53K 1.72% 15
2023
Q1 		$1.55M Sell
5,373
-171
-3% -$43.6K 1.66% 15
2022
Q4 		$1.33M Buy
5,544
+62
+1% +$14.9K 1.54% 15
2022
Q3 		$1.28M Sell
5,482
-163
-3% -$43K 1.63% 16
2022
Q2 		$1.45M Buy
5,645
+208
+4% +$56.5K 1.82% 15
2022
Q1 		$1.68M Buy
5,437
+5
+0.1% +$1.5K 1.47% 16
2021
Q4 		$1.83M Sell
5,432
-57
-1% -$18.5K 1.54% 16
2021
Q3 		$1.55M Buy
5,489
+44
+0.8% +$12.8K 1.34% 20
2021
Q2 		$1.48M Sell
5,445
-14
-0.3% -$3.56K 1.29% 21
2021
Q1 		$1.29M Buy
5,459
+169
+3% +$39.2K 1.2% 25
2020
Q4 		$1.18M Buy
+5,290
New +$1.14M 1.13% 26

Other funds holding MSFT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

4J Wealth Management's MSFT Position: Q2 2026 in Review

4J Wealth Management reduced its Microsoft (MSFT) stake by 3.1% in Q2 2026, selling an estimated $61.5K and leaving 4,822 shares worth $1.8M. The position accounts for 0.88% of the portfolio, ranked #26.

4J Wealth Management first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.6M in Q3 2025. 2,740 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • 4J Wealth Management held 4,822 shares of Microsoft worth $1.8M as of Q2 2026.
  • 4J Wealth Management sold 152 Microsoft shares in Q2 2026, an estimated $61.5K.
  • Microsoft made up 0.88% of 4J Wealth Management's portfolio in Q2 2026, its #26 holding.
  • 4J Wealth Management first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • 4J Wealth Management's Microsoft position peaked at $2.6M in Q3 2025.
  • 2,740 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on 4J Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.