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AMJ Financial Wealth Management’s Microsoft MSFT Stock Holding History

AMJ Financial 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
Q1 		$8.45M Sell
22,839
-100
-0.4% -$41.8K 1.99% 22
2025
Q4 		$11.1M Sell
22,939
-33
-0.1% -$16.5K 2.62% 8
2025
Q3 		$11.9M Sell
22,972
-17
-0.1% -$8.67K 2.83% 9
2025
Q2 		$11.4M Sell
22,989
-12
-0.1% -$5.21K 2.85% 8
2025
Q1 		$8.63M Buy
23,001
+89
+0.4% +$36.3K 2.55% 16
2024
Q4 		$9.66M Sell
22,912
-169
-0.7% -$72K 2.67% 15
2024
Q3 		$9.93M Sell
23,081
-109
-0.5% -$46.6K 2.85% 11
2024
Q2 		$10.4M Sell
23,190
-104
-0.4% -$43.9K 3.21% 7
2024
Q1 		$9.8M Buy
23,294
+3
+0% +$1.21K 3.27% 6
2023
Q4 		$8.76M Hold
23,291
– – 3.69% 6
2023
Q3 		$7.35M Buy
23,291
+7
+0% +$2.31K 3.39% 9
2023
Q2 		$7.93M Buy
23,284
+807
+4% +$253K 3.48% 7
2023
Q1 		$6.48M Buy
22,477
+80
+0.4% +$20.4K 4.17% 5
2022
Q4 		$5.37M Sell
22,397
-1,261
-5% -$303K 3.18% 13
2022
Q3 		$5.51M Buy
23,658
+151
+0.6% +$39.9K 3.58% 12
2022
Q2 		$6.04M Sell
23,507
-28,207
-55% -$7.66M 5.1% 8
2022
Q1 		$15.9M Buy
51,714
+2,110
+4% +$635K 6.39% 1
2021
Q4 		$16.7M Buy
49,604
+3,549
+8% +$1.15M 6.02% 1
2021
Q3 		$13M Buy
46,055
+882
+2% +$257K 5.32% 2
2021
Q2 		$12.2M Buy
45,173
+611
+1% +$155K 5.33% 2
2021
Q1 		$10.5M Sell
44,562
-232
-0.5% -$53.8K 5.08% 2
2020
Q4 		$9.96M Buy
44,794
+4,894
+12% +$1.05M 5.09% 2
2020
Q3 		$8.39M Buy
39,900
+61
+0.2% +$12.8K 4.94% 1
2020
Q2 		$8.11M Buy
39,839
+14,244
+56% +$2.59M 5.52% 1
2020
Q1 		$4.04M Sell
25,595
-17,242
-40% -$2.84M 7.01% 4
2019
Q4 		$6.75M Buy
+42,837
New +$6.29M 4.75% 3

Other funds holding MSFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AMJ Financial Wealth Management's MSFT Position: Q1 2026 in Review

AMJ Financial Wealth Management reduced its Microsoft (MSFT) stake by 0.44% in Q1 2026, selling an estimated $41.8K and leaving 22,839 shares worth $8.45M. The position accounts for 1.99% of the portfolio, ranked #22.

AMJ Financial Wealth Management first reported a position in MSFT in Q4 2019 and has held it in 26 quarters since. The position peaked at $16.7M in Q4 2021. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • AMJ Financial Wealth Management held 22,839 shares of Microsoft worth $8.45M as of Q1 2026.
  • AMJ Financial Wealth Management sold 100 Microsoft shares in Q1 2026, an estimated $41.8K.
  • Microsoft made up 1.99% of AMJ Financial Wealth Management's portfolio in Q1 2026, its #22 holding.
  • AMJ Financial Wealth Management first reported a position in Microsoft in Q4 2019 and has held it in 26 quarters since.
  • AMJ Financial Wealth Management's Microsoft position peaked at $16.7M in Q4 2021.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on AMJ Financial Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.