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	$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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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.