LWM
MSFT icon

LJI Wealth Management’s Microsoft MSFT Stock Holding History

LJI 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 		$3.73M Buy
9,994
+1,081
+12% +$437K 0.52% 21
2026
Q1 		$3.3M Buy
8,913
+172
+2% +$72K 0.53% 20
2025
Q4 		$4.23M Buy
8,741
+247
+3% +$124K 0.64% 20
2025
Q3 		$4.4M Sell
8,494
-647
-7% -$330K 0.77% 19
2025
Q2 		$4.55M Sell
9,141
-136
-1% -$59.1K 0.79% 20
2025
Q1 		$3.48M Buy
9,277
+3
+0% +$1.22K 0.69% 19
2024
Q4 		$3.91M Buy
9,274
+118
+1% +$50.3K 0.77% 19
2024
Q3 		$3.94M Buy
9,156
+169
+2% +$72.2K 0.81% 20
2024
Q2 		$4.02M Buy
8,987
+49
+0.5% +$20.7K 0.89% 18
2024
Q1 		$3.76M Sell
8,938
-383
-4% -$155K 0.97% 18
2023
Q4 		$3.51M Buy
9,321
+925
+11% +$329K 0.91% 20
2023
Q3 		$2.65M Sell
8,396
-41,879
-83% -$13.8M 0.76% 23
2023
Q2 		$2.55M Buy
50,275
+43,141
+605% +$13.5M 0.74% 24
2023
Q1 		$2.06M Buy
7,134
+142
+2% +$36.2K 0.65% 26
2022
Q4 		$1.68M Buy
+6,992
New +$1.68M 0.59% 28

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

LJI Wealth Management's MSFT Position: Q2 2026 in Review

LJI Wealth Management increased its Microsoft (MSFT) stake by 12% in Q2 2026, buying an estimated $437K and bringing the position to 9,994 shares worth $3.73M. The position accounts for 0.52% of the portfolio, ranked #21.

LJI Wealth Management first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.55M in Q2 2025. 3,060 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • LJI Wealth Management held 9,994 shares of Microsoft worth $3.73M as of Q2 2026.
  • LJI Wealth Management bought 1,081 Microsoft shares in Q2 2026, an estimated $437K.
  • Microsoft made up 0.52% of LJI Wealth Management's portfolio in Q2 2026, its #21 holding.
  • LJI Wealth Management first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • LJI Wealth Management's Microsoft position peaked at $4.55M in Q2 2025.
  • 3,060 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.