Johnson & White Wealth Management’s Microsoft MSFT Stock Holding History

Johnson & White 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	$2.4M	Buy	6,425 +926	+17%	+$375K	0.9%	24
2026 Q1	$2.04M	Sell	5,499 -265	-5%	-$111K	0.86%	25
2025 Q4	$2.79M	Sell	5,764 -31	-0.5%	-$15.5K	1.21%	22
2025 Q3	$3M	Sell	5,795 -42	-0.7%	-$21.4K	1.37%	20
2025 Q2	$2.9M	Sell	5,837 -102	-2%	-$44.3K	1.46%	21
2025 Q1	$2.23M	Buy	5,939 +107	+2%	+$43.6K	1.25%	22
2024 Q4	$2.44M	Buy	+5,832	New	+$2.48M	1.48%	19
2024 Q2	–	Sell	-5,380	Closed	-$2.26M	–	74
2024 Q1	$2.26M	Buy	5,380 +288	+6%	+$117K	1.65%	17
2023 Q4	$1.92M	Sell	5,092 -51	-1%	-$18.2K	1.59%	18
2023 Q3	$1.62M	Buy	+5,143	New	+$1.7M	1.47%	21
2023 Q2	–	Sell	-4,712	Closed	-$1.36M	–	59
2023 Q1	$1.36M	Buy	+4,712	New	+$1.2M	1.21%	23
2022 Q4	–	Sell	-3,476	Closed	-$810K	–	103
2022 Q3	$810K	Buy	+3,476	New	+$918K	0.91%	26

Other funds holding MSFT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Johnson & White Wealth Management's MSFT Position: Q2 2026 in Review

Johnson & White Wealth Management increased its Microsoft (MSFT) stake by 17% in Q2 2026, buying an estimated $375K and bringing the position to 6,425 shares worth $2.4M. The position accounts for 0.9% of the portfolio, ranked #24.

Johnson & White Wealth Management first reported a position in MSFT in Q3 2022 and has held it in 12 quarters since. The position peaked at $3M in Q3 2025. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Johnson & White Wealth Management held 6,425 shares of Microsoft worth $2.4M as of Q2 2026.
Johnson & White Wealth Management bought 926 Microsoft shares in Q2 2026, an estimated $375K.
Microsoft made up 0.9% of Johnson & White Wealth Management's portfolio in Q2 2026, its #24 holding.
Johnson & White Wealth Management first reported a position in Microsoft in Q3 2022 and has held it in 12 quarters since.
Johnson & White Wealth Management's Microsoft position peaked at $3M in Q3 2025.
2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Johnson & White Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.