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 Q2	$481K	Hold	1,300	–	–	0.11%	68
2026 Q1	$481K	Sell	1,300 -10,000	-88%	-$4.18M	0.11%	68
2025 Q4	$5.46M	Hold	11,300	–	–	1.29%	32
2025 Q3	$5.85M	Hold	11,300	–	–	1.39%	34
2025 Q2	$5.62M	Hold	11,300	–	–	1.4%	35
2025 Q1	$4.24M	Buy	11,300 +10,000	+769%	+$4.08M	1.25%	38
2024 Q4	$548K	Hold	1,300	–	–	0.15%	67
2024 Q3	$559K	Hold	1,300	–	–	0.16%	64
2024 Q2	$581K	Hold	1,300	–	–	0.18%	55
2024 Q1	$547	Hold	1,300	–	–	﹤0.01%	77
2023 Q4	$489	Hold	1,300	–	–	﹤0.01%	69
2023 Q3	$410	Buy	+1,300	New	+$430K	﹤0.01%	65
2021 Q1	–	Sell	-3,800	Closed	-$845K	–	95
2020 Q4	$845K	Buy	+3,800	New	+$817K	0.43%	44

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AMJ Financial Wealth Management's MSFT Position: Q2 2026 in Review

AMJ Financial Wealth Management held its Microsoft (MSFT) position steady in Q2 2026 at 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 27 quarters since. The position peaked at $16.7M in Q4 2021. 6,233 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

AMJ Financial Wealth Management held 22,839 shares of Microsoft worth $8.45M as of Q2 2026.
AMJ Financial Wealth Management left its Microsoft share count unchanged in Q2 2026.
Microsoft made up 1.99% of AMJ Financial Wealth Management's portfolio in Q2 2026, its #22 holding.
AMJ Financial Wealth Management first reported a position in Microsoft in Q4 2019 and has held it in 27 quarters since.
AMJ Financial Wealth Management's Microsoft position peaked at $16.7M in Q4 2021.
6,233 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on AMJ Financial Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.