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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
2025
Q2 		– Sell
-100
Closed -$37.5K – 179
2025
Q1 		$37.5K Buy
+100
New +$40.8K ﹤0.01% 167

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

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

Willis Johnson & Associates reduced its Microsoft (MSFT) stake by 39% in Q2 2026, selling an estimated $1.5M and leaving 5,763 shares worth $2.15M. The position accounts for 0.12% of the portfolio, ranked #47.

Willis Johnson & Associates first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.48M in Q4 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Willis Johnson & Associates held 5,763 shares of Microsoft worth $2.15M as of Q2 2026.
  • Willis Johnson & Associates sold 3,702 Microsoft shares in Q2 2026, an estimated $1.5M.
  • Microsoft made up 0.12% of Willis Johnson & Associates's portfolio in Q2 2026, its #47 holding.
  • Willis Johnson & Associates first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • Willis Johnson & Associates's Microsoft position peaked at $4.48M in Q4 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

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