WJ Wealth Management
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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
Q3 		$1.85M Buy
3,614
+453
+14% +$209K 0.75% 29
2026
Q2 		$1.18M Sell
3,161
-483
-13% -$195K 0.47% 43
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

WJ Wealth Management's MSFT Position: Q3 2026 in Review

WJ Wealth Management increased its Microsoft (MSFT) stake by 14% in Q3 2026, buying an estimated $209K and bringing the position to 3,614 shares worth $1.85M. The position accounts for 0.75% of the portfolio, ranked #29.

WJ Wealth Management first reported a position in MSFT in Q4 2019 and has held it in 28 quarters since. The position peaked at $6.95M in Q2 2024. 4,980 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • WJ Wealth Management held 3,614 shares of Microsoft worth $1.85M as of Q3 2026.
  • WJ Wealth Management bought 453 Microsoft shares in Q3 2026, an estimated $209K.
  • Microsoft made up 0.75% of WJ Wealth Management's portfolio in Q3 2026, its #29 holding.
  • WJ Wealth Management first reported a position in Microsoft in Q4 2019 and has held it in 28 quarters since.
  • WJ Wealth Management's Microsoft position peaked at $6.95M in Q2 2024.
  • 4,980 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on WJ Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.