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CJM Wealth Advisers’s Microsoft MSFT Stock Holding History

CJM Wealth Advisers’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 		$1.94M Buy
5,205
+71
+1% +$28.7K 0.51% 22
2026
Q1 		$1.9M Buy
5,134
+251
+5% +$105K 0.58% 20
2025
Q4 		$2.36M Sell
4,883
-119
-2% -$59.6K 0.71% 15
2025
Q3 		$2.59M Buy
5,002
+15
+0.3% +$7.65K 0.8% 15
2025
Q2 		$2.48M Buy
4,987
+68
+1% +$29.5K 0.83% 15
2025
Q1 		$1.85M Sell
4,919
-277
-5% -$113K 0.65% 17
2024
Q4 		$2.19M Sell
5,196
-2
-0% -$852 0.74% 14
2024
Q3 		$2.24M Buy
5,198
+442
+9% +$189K 0.77% 13
2024
Q2 		$2.17M Sell
4,756
-9
-0.2% -$3.8K 0.8% 13
2024
Q1 		$2M Sell
4,765
-162
-3% -$65.6K 0.76% 15
2023
Q4 		$1.85M Sell
4,927
-47
-0.9% -$16.7K 0.82% 16
2023
Q3 		$1.57M Buy
4,974
+516
+12% +$171K 0.76% 16
2023
Q2 		$1.52M Hold
4,458
– – 0.77% 18
2023
Q1 		$1.29M Buy
4,458
+368
+9% +$93.9K 0.73% 19
2022
Q4 		$981K Sell
4,090
-43
-1% -$10.3K 0.6% 21
2022
Q3 		$963K Buy
4,133
+42
+1% +$11.1K 0.69% 21
2022
Q2 		$1.05M Buy
4,091
+4
+0.1% +$1.09K 0.73% 20
2022
Q1 		$1.26M Hold
4,087
– – 0.86% 19
2021
Q4 		$1.37M Buy
+4,087
New +$1.33M 0.98% 14

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CJM Wealth Advisers's MSFT Position: Q2 2026 in Review

CJM Wealth Advisers increased its Microsoft (MSFT) stake by 1.4% in Q2 2026, buying an estimated $28.7K and bringing the position to 5,205 shares worth $1.94M. The position accounts for 0.51% of the portfolio, ranked #22.

CJM Wealth Advisers first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.59M in Q3 2025. 1,385 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • CJM Wealth Advisers held 5,205 shares of Microsoft worth $1.94M as of Q2 2026.
  • CJM Wealth Advisers bought 71 Microsoft shares in Q2 2026, an estimated $28.7K.
  • Microsoft made up 0.51% of CJM Wealth Advisers's portfolio in Q2 2026, its #22 holding.
  • CJM Wealth Advisers first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • CJM Wealth Advisers's Microsoft position peaked at $2.59M in Q3 2025.
  • 1,385 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on CJM Wealth Advisers's 13F filing for Q2 2026, filed 17 Jul 2026.