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Journey Retirement Planning & Investment Management’s Microsoft MSFT Stock Holding History

Journey Retirement Planning & Investment 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 		$3.65M Buy
9,780
+917
+10% +$371K 2.84% 7
2026
Q1 		$3.28M Sell
8,863
-24,861
-74% -$10.4M 2.89% 6
2025
Q4 		$16.3M Buy
+33,724
New +$16.9M 3.35% 4

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Journey Retirement Planning & Investment Management's MSFT Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management increased its Microsoft (MSFT) stake by 10% in Q2 2026, buying an estimated $371K and bringing the position to 9,780 shares worth $3.65M. The position accounts for 2.84% of the portfolio, ranked #7.

Journey Retirement Planning & Investment Management first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $16.3M in Q4 2025. 3,060 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 9,780 shares of Microsoft worth $3.65M as of Q2 2026.
  • Journey Retirement Planning & Investment Management bought 917 Microsoft shares in Q2 2026, an estimated $371K.
  • Microsoft made up 2.84% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #7 holding.
  • Journey Retirement Planning & Investment Management first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's Microsoft position peaked at $16.3M in Q4 2025.
  • 3,060 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.