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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
Q2 		$22.4K Buy
60
+4
+7% +$1.62K 0.35% 25
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ross\Johnson & Associates's MSFT Position: Q2 2026 in Review

Ross\Johnson & Associates increased its Microsoft (MSFT) stake by 7.1% in Q2 2026, buying an estimated $1.62K and bringing the position to 60 shares worth $22.4K. The position accounts for 0.35% of the portfolio, ranked #25.

Ross\Johnson & Associates first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $58.6K in Q1 2025. 6,233 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Ross\Johnson & Associates held 60 shares of Microsoft worth $22.4K as of Q2 2026.
  • Ross\Johnson & Associates bought 4 Microsoft shares in Q2 2026, an estimated $1.62K.
  • Microsoft made up 0.35% of Ross\Johnson & Associates's portfolio in Q2 2026, its #25 holding.
  • Ross\Johnson & Associates first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Ross\Johnson & Associates's Microsoft position peaked at $58.6K in Q1 2025.
  • 6,233 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Ross\Johnson & Associates's 13F filing for Q2 2026, filed 14 Aug 2026.