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Johnson Wealth Management’s Microsoft MSFT Stock Holding History

Johnson 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 		$1.15M Buy
3,076
+507
+20% +$205K 0.49% 22
2026
Q1 		$951K Sell
2,569
-529
-17% -$221K 0.46% 22
2025
Q4 		$1.5M Buy
3,098
+174
+6% +$87.2K 0.75% 21
2025
Q3 		$1.51M Buy
+2,924
New +$1.49M 0.83% 21

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 Wealth Management's MSFT Position: Q2 2026 in Review

Johnson Wealth Management increased its Microsoft (MSFT) stake by 20% in Q2 2026, buying an estimated $205K and bringing the position to 3,076 shares worth $1.15M. The position accounts for 0.49% of the portfolio, ranked #22.

Johnson Wealth Management first reported a position in MSFT in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.51M in Q3 2025. 6,213 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Johnson Wealth Management held 3,076 shares of Microsoft worth $1.15M as of Q2 2026.
  • Johnson Wealth Management bought 507 Microsoft shares in Q2 2026, an estimated $205K.
  • Microsoft made up 0.49% of Johnson Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Johnson Wealth Management first reported a position in Microsoft in Q3 2025 and has held it in 4 quarters since.
  • Johnson Wealth Management's Microsoft position peaked at $1.51M in Q3 2025.
  • 6,213 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Johnson Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.