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WJ Wealth Management’s Microsoft MSFT Stock Holding History

WJ Wealth Management’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 		$1.35M Sell
3,644
-257
-7% -$108K 0.63% 31
2025
Q4 		$1.89M Sell
3,901
-74
-2% -$37.1K 0.83% 27
2025
Q3 		$2.06M Sell
3,975
-4,097
-51% -$2.09M 0.9% 26
2025
Q2 		$4.01M Sell
8,072
-1,498
-16% -$651K 1.27% 25
2025
Q1 		$3.59M Sell
9,570
-3,180
-25% -$1.3M 1.27% 24
2024
Q4 		$5.37M Sell
12,750
-1,214
-9% -$517K 1.85% 18
2024
Q3 		$6.01M Sell
13,964
-1,576
-10% -$674K 2.12% 16
2024
Q2 		$6.95M Buy
15,540
+2,638
+20% +$1.11M 2.53% 12
2024
Q1 		$5.43M Buy
12,902
+772
+6% +$313K 2.16% 14
2023
Q4 		$4.56M Buy
12,130
+692
+6% +$246K 1.98% 16
2023
Q3 		$3.61M Buy
11,438
+528
+5% +$174K 1.75% 16
2023
Q2 		$3.72M Buy
10,910
+8,613
+375% +$2.7M 1.76% 14
2023
Q1 		$662K Sell
2,297
-2,297
-50% -$586K 0.45% 33
2022
Q4 		$1.1M Sell
4,594
-110
-2% -$26.4K 0.64% 25
2022
Q3 		$1.1M Sell
4,704
-230
-5% -$60.7K 0.69% 25
2022
Q2 		$1.27M Buy
4,934
+1,896
+62% +$515K 0.9% 19
2022
Q1 		$937K Buy
3,038
+125
+4% +$37.6K 0.62% 20
2021
Q4 		$979K Buy
2,913
+4
+0.1% +$1.3K 0.59% 25
2021
Q3 		$819K Buy
2,909
+250
+9% +$72.7K 0.54% 29
2021
Q2 		$720K Buy
2,659
+32
+1% +$8.13K 2.23% 11
2021
Q1 		$619K Sell
2,627
-5
-0.2% -$1.16K 1.93% 15
2020
Q4 		$585K Buy
2,632
+150
+6% +$32.3K 1.82% 13
2020
Q3 		$522K Sell
2,482
-2,358
-49% -$495K 1.69% 13
2020
Q2 		$984K Buy
4,840
+2,620
+118% +$476K 0.69% 21
2020
Q1 		$350K Buy
2,220
+65
+3% +$10.7K 1.26% 17
2019
Q4 		$340K Buy
+2,155
New +$317K 0.86% 29

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

WJ Wealth Management's MSFT Position: Q1 2026 in Review

WJ Wealth Management reduced its Microsoft (MSFT) stake by 6.6% in Q1 2026, selling an estimated $108K and leaving 3,644 shares worth $1.35M. The position accounts for 0.63% of the portfolio, ranked #31.

WJ Wealth Management first reported a position in MSFT in Q4 2019 and has held it in 26 quarters since. The position peaked at $6.95M in Q2 2024. 6,185 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • WJ Wealth Management held 3,644 shares of Microsoft worth $1.35M as of Q1 2026.
  • WJ Wealth Management sold 257 Microsoft shares in Q1 2026, an estimated $108K.
  • Microsoft made up 0.63% of WJ Wealth Management's portfolio in Q1 2026, its #31 holding.
  • WJ Wealth Management first reported a position in Microsoft in Q4 2019 and has held it in 26 quarters since.
  • WJ Wealth Management's Microsoft position peaked at $6.95M in Q2 2024.
  • 6,185 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on WJ Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.