LJI Wealth Management
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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
Q3 		$4.75M Sell
9,256
-738
-7% -$341K 0.67% 19
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 Buy
8,396
+903
+12% +$298K 0.76% 23
2023
Q2 		$2.55M Buy
7,493
+359
+5% +$113K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

LJI Wealth Management's MSFT Position: Q3 2026 in Review

LJI Wealth Management reduced its Microsoft (MSFT) stake by 7.4% in Q3 2026, selling an estimated $341K and leaving 9,256 shares worth $4.75M. The position accounts for 0.67% of the portfolio, ranked #19.

LJI Wealth Management first reported a position in MSFT in Q4 2022 and has held it in 16 quarters since. 3,890 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • LJI Wealth Management held 9,256 shares of Microsoft worth $4.75M as of Q3 2026.
  • LJI Wealth Management sold 738 Microsoft shares in Q3 2026, an estimated $341K.
  • Microsoft made up 0.67% of LJI Wealth Management's portfolio in Q3 2026, its #19 holding.
  • LJI Wealth Management first reported a position in Microsoft in Q4 2022 and has held it in 16 quarters since.
  • 3,890 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on LJI Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.