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Willis Johnson & Associates’s Microsoft MSFT Stock Holding History

Willis 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 		$3.5M Buy
9,465
+198
+2% +$82.9K 0.2% 42
2025
Q4 		$4.48M Buy
9,267
+1,322
+17% +$662K 0.28% 39
2025
Q3 		$4.12M Buy
7,945
+788
+11% +$402K 0.25% 41
2025
Q2 		$3.56M Sell
7,157
-633
-8% -$275K 0.24% 42
2025
Q1 		$2.92M Sell
7,790
-173
-2% -$70.5K 0.22% 45
2024
Q4 		$3.36M Sell
7,963
-1,456
-15% -$620K 0.26% 44
2024
Q3 		$4.05M Buy
9,419
+502
+6% +$215K 0.31% 40
2024
Q2 		$3.99M Buy
8,917
+244
+3% +$103K 0.33% 37
2024
Q1 		$3.65M Buy
8,673
+904
+12% +$366K 0.32% 39
2023
Q4 		$2.92M Buy
7,769
+13
+0.2% +$4.63K 0.27% 43
2023
Q3 		$2.45M Buy
7,756
+1,630
+27% +$539K 0.25% 50
2023
Q2 		$2.09M Buy
6,126
+634
+12% +$199K 0.22% 51
2023
Q1 		$1.58M Buy
5,492
+192
+4% +$49K 0.19% 52
2022
Q4 		$1.27M Sell
5,300
-10
-0.2% -$2.4K 0.17% 54
2022
Q3 		$1.24M Buy
5,310
+390
+8% +$103K 0.18% 50
2022
Q2 		$1.26M Buy
4,920
+92
+2% +$25K 0.18% 48
2022
Q1 		$1.49M Buy
4,828
+232
+5% +$69.8K 0.2% 48
2021
Q4 		$1.55M Buy
4,596
+142
+3% +$46K 0.2% 42
2021
Q3 		$1.26M Buy
4,454
+16
+0.4% +$4.66K 0.17% 44
2021
Q2 		$1.2M Buy
4,438
+64
+1% +$16.3K 0.17% 40
2021
Q1 		$1.03M Buy
4,374
+155
+4% +$36K 0.16% 40
2020
Q4 		$938K Buy
+4,219
New +$907K 0.16% 39

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

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

Willis Johnson & Associates increased its Microsoft (MSFT) stake by 2.1% in Q1 2026, buying an estimated $82.9K and bringing the position to 9,465 shares worth $3.5M. The position accounts for 0.2% of the portfolio, ranked #42.

Willis Johnson & Associates first reported a position in MSFT in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.48M in Q4 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Willis Johnson & Associates held 9,465 shares of Microsoft worth $3.5M as of Q1 2026.
  • Willis Johnson & Associates bought 198 Microsoft shares in Q1 2026, an estimated $82.9K.
  • Microsoft made up 0.2% of Willis Johnson & Associates's portfolio in Q1 2026, its #42 holding.
  • Willis Johnson & Associates first reported a position in Microsoft in Q4 2020 and has held it in 22 quarters since.
  • Willis Johnson & Associates's Microsoft position peaked at $4.48M in Q4 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Willis Johnson & Associates's 13F filing for Q1 2026, filed 23 Apr 2026.