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Ross\Johnson & Associates’s Microsoft MSFT Stock Holding History

Ross\Johnson & Associates’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 		$20.7K Sell
56
-3
-5% -$1.25K 0.37% 25
2025
Q4 		$28.5K Sell
59
-10
-14% -$5.01K 0.53% 23
2025
Q3 		$35.7K Hold
69
– – 0.67% 22
2025
Q2 		$34.3K Sell
69
-87
-56% -$37.8K 0.71% 19
2025
Q1 		$58.6K Buy
156
+95
+156% +$38.7K 1% 14
2024
Q4 		$25.7K Buy
+61
New +$26K 0.6% 19

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

Ross\Johnson & Associates's MSFT Position: Q1 2026 in Review

Ross\Johnson & Associates reduced its Microsoft (MSFT) stake by 5.1% in Q1 2026, selling an estimated $1.25K and leaving 56 shares worth $20.7K. The position accounts for 0.37% of the portfolio, ranked #25.

Ross\Johnson & Associates first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $58.6K in Q1 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Ross\Johnson & Associates held 56 shares of Microsoft worth $20.7K as of Q1 2026.
  • Ross\Johnson & Associates sold 3 Microsoft shares in Q1 2026, an estimated $1.25K.
  • Microsoft made up 0.37% of Ross\Johnson & Associates's portfolio in Q1 2026, its #25 holding.
  • Ross\Johnson & Associates first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • Ross\Johnson & Associates's Microsoft position peaked at $58.6K in Q1 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Ross\Johnson & Associates's 13F filing for Q1 2026, filed 8 May 2026.