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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 $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.