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Lee Johnson Capital Management’s Microsoft MSFT Stock Holding History

Lee Johnson Capital 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
Q1 		$245K Sell
662
-3
-0.5% -$1.25K 0.09% 78
2025
Q4 		$321K Sell
665
-14
-2% -$7.02K 0.11% 87
2025
Q3 		$351K Buy
679
+43
+7% +$21.9K 0.12% 85
2025
Q2 		$316K Buy
636
+1
+0.2% +$434 0.11% 67
2025
Q1 		$239K Sell
635
-9,509
-94% -$3.88M 0.13% 36
2024
Q4 		$4.28M Buy
10,144
+258
+3% +$110K 2.26% 18
2024
Q3 		$4.25M Buy
9,886
+9,109
+1,172% +$3.89M 2.19% 11
2024
Q2 		$347K Hold
777
– – 0.18% 12
2024
Q1 		$327K Sell
777
-4
-0.5% -$1.62K 0.17% 18
2023
Q4 		$294K Hold
781
– – 0.44% 8
2023
Q3 		$247K Sell
781
-19
-2% -$6.28K 0.23% 11
2023
Q2 		$273K Sell
800
-915
-53% -$287K 0.26% 9
2023
Q1 		$495K Sell
1,715
-78
-4% -$19.9K 0.51% 11
2022
Q4 		$430K Sell
1,793
-17,042
-90% -$4.09M 0.8% 19
2022
Q3 		$4.39M Buy
18,835
+6,243
+50% +$1.65M 9.06% 2
2022
Q2 		$3.23M Buy
12,592
+804
+7% +$218K 3.85% 6
2022
Q1 		$3.63M Buy
11,788
+1,480
+14% +$445K 3.24% 7
2021
Q4 		$3.47M Buy
+10,308
New +$3.34M 2.85% 5

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

Lee Johnson Capital Management's MSFT Position: Q1 2026 in Review

Lee Johnson Capital Management reduced its Microsoft (MSFT) stake by 0.45% in Q1 2026, selling an estimated $1.25K and leaving 662 shares worth $245K. The position accounts for 0.09% of the portfolio, ranked #78.

Lee Johnson Capital Management first reported a position in MSFT in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.39M in Q3 2022. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Lee Johnson Capital Management held 662 shares of Microsoft worth $245K as of Q1 2026.
  • Lee Johnson Capital Management sold 3 Microsoft shares in Q1 2026, an estimated $1.25K.
  • Microsoft made up 0.09% of Lee Johnson Capital Management's portfolio in Q1 2026, its #78 holding.
  • Lee Johnson Capital Management first reported a position in Microsoft in Q4 2021 and has held it in 18 quarters since.
  • Lee Johnson Capital Management's Microsoft position peaked at $4.39M in Q3 2022.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Lee Johnson Capital Management's 13F filing for Q1 2026, filed 16 Apr 2026.