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AJ Advisors’s Microsoft MSFT Stock Holding History

AJ Advisors’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 		$940K Buy
2,520
+43
+2% +$17.4K 0.29% 21
2026
Q1 		$917K Buy
2,477
+19
+0.8% +$7.95K 0.34% 18
2025
Q4 		$1.19M Sell
2,458
-99
-4% -$49.6K 0.44% 19
2025
Q3 		$1.32M Sell
2,557
-655
-20% -$334K 0.54% 17
2025
Q2 		$1.6M Sell
3,212
-22
-0.7% -$9.55K 0.71% 16
2025
Q1 		$1.21M Buy
3,234
+536
+20% +$219K 0.62% 13
2024
Q4 		$1.14M Buy
2,698
+45
+2% +$19.2K 0.59% 14
2024
Q3 		$1.14M Buy
2,653
+36
+1% +$15.4K 0.59% 15
2024
Q2 		$1.17M Sell
2,617
-1,037
-28% -$438K 0.65% 15
2024
Q1 		$1.54M Buy
3,654
+245
+7% +$99.2K 0.85% 14
2023
Q4 		$1.28M Buy
3,409
+1,025
+43% +$365K 0.79% 14
2023
Q3 		$753K Sell
2,384
-10
-0.4% -$3.3K 0.57% 12
2023
Q2 		$815K Sell
2,394
-25
-1% -$7.83K 0.57% 15
2023
Q1 		$697K Sell
2,419
-55
-2% -$14K 0.51% 15
2022
Q4 		$593K Buy
+2,474
New +$594K 0.48% 15

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AJ Advisors's MSFT Position: Q2 2026 in Review

AJ Advisors increased its Microsoft (MSFT) stake by 1.7% in Q2 2026, buying an estimated $17.4K and bringing the position to 2,520 shares worth $940K. The position accounts for 0.29% of the portfolio, ranked #21.

AJ Advisors first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.6M in Q2 2025. 6,220 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • AJ Advisors held 2,520 shares of Microsoft worth $940K as of Q2 2026.
  • AJ Advisors bought 43 Microsoft shares in Q2 2026, an estimated $17.4K.
  • Microsoft made up 0.29% of AJ Advisors's portfolio in Q2 2026, its #21 holding.
  • AJ Advisors first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • AJ Advisors's Microsoft position peaked at $1.6M in Q2 2025.
  • 6,220 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on AJ Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.