Willis Johnson & Associates
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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

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
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
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Willis Johnson & Associates's MSFT Position: Q3 2026 in Review

Willis Johnson & Associates increased its Microsoft (MSFT) stake by 14% in Q3 2026, buying an estimated $364K and bringing the position to 6,550 shares worth $3.36M. The position accounts for 0.18% of the portfolio, ranked #40.

Willis Johnson & Associates first reported a position in MSFT in Q4 2020 and has held it in 24 quarters since. The position peaked at $4.48M in Q4 2025. 3,809 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Willis Johnson & Associates held 6,550 shares of Microsoft worth $3.36M as of Q3 2026.
  • Willis Johnson & Associates bought 787 Microsoft shares in Q3 2026, an estimated $364K.
  • Microsoft made up 0.18% of Willis Johnson & Associates's portfolio in Q3 2026, its #40 holding.
  • Willis Johnson & Associates first reported a position in Microsoft in Q4 2020 and has held it in 24 quarters since.
  • Willis Johnson & Associates's Microsoft position peaked at $4.48M in Q4 2025.
  • 3,809 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Willis Johnson & Associates's 13F filing for Q3 2026, filed 3 Nov 2026.