WJ Interests’s Microsoft MSFT Stock Holding History

WJ Interests’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	$208K	Hold	563	–	–	0.08%	20
2025 Q4	$272K	Sell	563 -552	-50%	-$277K	0.12%	18
2025 Q3	$578K	Hold	1,115	–	–	0.23%	15
2025 Q2	$555K	Hold	1,115	–	–	0.24%	14
2025 Q1	$419K	Buy	1,115 +118	+12%	+$48.1K	0.19%	17
2024 Q4	$420K	Sell	997 -118	-11%	-$50.3K	0.2%	14
2024 Q3	$480K	Buy	1,115 +118	+12%	+$50.4K	0.21%	15
2024 Q2	$446K	Hold	997	–	–	0.22%	14
2024 Q1	$419K	Hold	997	–	–	0.22%	12
2023 Q4	$375K	Hold	997	–	–	0.24%	12
2023 Q3	$315K	Hold	997	–	–	0.22%	14
2023 Q2	$358K	Sell	997 -100	-9%	-$31.3K	0.24%	13
2023 Q1	$310K	Sell	1,097 -40	-4%	-$10.2K	0.21%	10
2022 Q4	$273K	Buy	1,137 +40	+4%	+$9.6K	0.23%	14
2022 Q3	$255K	Hold	1,097	–	–	0.23%	10
2022 Q2	$282K	Buy	+1,097	New	+$298K	0.22%	17

Other funds holding MSFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WJ Interests's MSFT Position: Q1 2026 in Review

WJ Interests held its Microsoft (MSFT) position steady in Q1 2026 at 563 shares worth $208K. The position accounts for 0.08% of the portfolio, ranked #20.

WJ Interests first reported a position in MSFT in Q2 2022 and has held it in 16 quarters since. The position peaked at $578K in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

WJ Interests held 563 shares of Microsoft worth $208K as of Q1 2026.
WJ Interests left its Microsoft share count unchanged in Q1 2026.
Microsoft made up 0.08% of WJ Interests's portfolio in Q1 2026, its #20 holding.
WJ Interests first reported a position in Microsoft in Q2 2022 and has held it in 16 quarters since.
WJ Interests's Microsoft position peaked at $578K in Q3 2025.
6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on WJ Interests's 13F filing for Q1 2026, filed 21 Apr 2026.