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Johnson Bixby & Associates’s Microsoft MSFT Stock Holding History

Johnson Bixby & Associates’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 		$3.33M Buy
8,932
+279
+3% +$113K 0.37% 31
2026
Q1 		$3.2M Buy
8,653
+338
+4% +$141K 0.4% 32
2025
Q4 		$4.02M Sell
8,315
-159
-2% -$79.7K 0.5% 29
2025
Q3 		$4.39M Sell
8,474
-710
-8% -$362K 0.56% 26
2025
Q2 		$4.57M Buy
9,184
+1,765
+24% +$766K 0.63% 25
2025
Q1 		$2.79M Sell
7,419
-126
-2% -$51.4K 0.42% 29
2024
Q4 		$3.18M Sell
7,545
-1,305
-15% -$556K 0.49% 29
2024
Q3 		$3.81M Buy
8,850
+2,446
+38% +$1.05M 0.58% 25
2024
Q2 		$2.86M Sell
6,404
-77
-1% -$32.5K 0.48% 26
2024
Q1 		$2.73M Buy
6,481
+25
+0.4% +$10.1K 0.47% 25
2023
Q4 		$2.43M Sell
6,456
-64
-1% -$22.8K 0.46% 27
2023
Q3 		$2.06M Sell
6,520
-250
-4% -$82.6K 0.43% 31
2023
Q2 		$2.31M Buy
6,770
+62
+0.9% +$19.4K 0.48% 29
2023
Q1 		$1.93M Sell
6,708
-134
-2% -$34.2K 0.43% 32
2022
Q4 		$1.64M Sell
6,842
-146
-2% -$35K 0.38% 34
2022
Q3 		$1.63M Buy
6,988
+259
+4% +$68.4K 0.41% 32
2022
Q2 		$1.73M Buy
6,729
+359
+6% +$97.4K 0.42% 32
2022
Q1 		$1.96M Buy
6,370
+92
+1% +$27.7K 0.51% 28
2021
Q4 		$2.11M Sell
6,278
-37
-0.6% -$12K 0.56% 26
2021
Q3 		$1.78M Sell
6,315
-4
-0.1% -$1.16K 0.52% 27
2021
Q2 		$1.84M Buy
6,319
+1,550
+33% +$394K 0.53% 27
2021
Q1 		$1.12M Buy
4,769
+11
+0.2% +$2.55K 0.36% 30
2020
Q4 		$1.06M Buy
+4,758
New +$1.02M 0.35% 30

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

Johnson Bixby & Associates's MSFT Position: Q2 2026 in Review

Johnson Bixby & Associates increased its Microsoft (MSFT) stake by 3.2% in Q2 2026, buying an estimated $113K and bringing the position to 8,932 shares worth $3.33M. The position accounts for 0.37% of the portfolio, ranked #31.

Johnson Bixby & Associates first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.57M in Q2 2025. 6,213 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Johnson Bixby & Associates held 8,932 shares of Microsoft worth $3.33M as of Q2 2026.
  • Johnson Bixby & Associates bought 279 Microsoft shares in Q2 2026, an estimated $113K.
  • Microsoft made up 0.37% of Johnson Bixby & Associates's portfolio in Q2 2026, its #31 holding.
  • Johnson Bixby & Associates first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • Johnson Bixby & Associates's Microsoft position peaked at $4.57M in Q2 2025.
  • 6,213 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Johnson Bixby & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.