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Journey Strategic Wealth’s Microsoft MSFT Stock Holding History

Journey Strategic Wealth’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
Q1 		$39.4M Sell
106,475
-2,866
-3% -$1.2M 0.98% 7
2025
Q4 		$52.9M Sell
109,341
-972
-0.9% -$487K 1.39% 6
2025
Q3 		$57.1M Buy
110,313
+179
+0.2% +$91.3K 1.61% 5
2025
Q2 		$54.8M Buy
110,134
+23,650
+27% +$10.3M 1.78% 5
2025
Q1 		$32.5M Buy
86,484
+32,475
+60% +$13.2M 1.13% 5
2024
Q4 		$22.8M Buy
54,009
+2,299
+4% +$979K 0.85% 8
2024
Q3 		$22.3M Buy
51,710
+16,669
+48% +$7.13M 0.81% 8
2024
Q2 		$15.7M Buy
35,041
+1,905
+6% +$805K 0.67% 10
2024
Q1 		$13.9M Buy
33,136
+4,690
+16% +$1.9M 0.62% 11
2023
Q4 		$10.7M Sell
28,446
-2,940
-9% -$1.05M 0.5% 12
2023
Q3 		$9.91M Buy
31,386
+1,054
+3% +$348K 0.47% 12
2023
Q2 		$10.3M Buy
30,332
+1,035
+4% +$324K 0.47% 11
2023
Q1 		$8.45M Sell
29,297
-670
-2% -$171K 0.89% 10
2022
Q4 		$7.19M Buy
29,967
+9,470
+46% +$2.27M 0.85% 10
2022
Q3 		$4.77M Buy
20,497
+1,765
+9% +$466K 0.64% 14
2022
Q2 		$4.81M Buy
18,732
+976
+5% +$265K 0.64% 12
2022
Q1 		$5.47M Buy
17,756
+161
+0.9% +$48.4K 0.6% 7
2021
Q4 		$5.92M Buy
+17,595
New +$5.7M 0.62% 15

Other funds holding MSFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Journey Strategic Wealth's MSFT Position: Q1 2026 in Review

Journey Strategic Wealth reduced its Microsoft (MSFT) stake by 2.6% in Q1 2026, selling an estimated $1.2M and leaving 106,475 shares worth $39.4M. The position accounts for 0.98% of the portfolio, ranked #7.

Journey Strategic Wealth first reported a position in MSFT in Q4 2021 and has held it in 18 quarters since. The position peaked at $57.1M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Journey Strategic Wealth held 106,475 shares of Microsoft worth $39.4M as of Q1 2026.
  • Journey Strategic Wealth sold 2,866 Microsoft shares in Q1 2026, an estimated $1.2M.
  • Microsoft made up 0.98% of Journey Strategic Wealth's portfolio in Q1 2026, its #7 holding.
  • Journey Strategic Wealth first reported a position in Microsoft in Q4 2021 and has held it in 18 quarters since.
  • Journey Strategic Wealth's Microsoft position peaked at $57.1M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.