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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

WJ Wealth Management's MSFT Position: Q2 2026 in Review

WJ Wealth Management reduced its Microsoft (MSFT) stake by 13% in Q2 2026, selling an estimated $195K and leaving 3,161 shares worth $1.18M. The position accounts for 0.47% of the portfolio, ranked #43.

WJ Wealth Management first reported a position in MSFT in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.95M in Q2 2024. 6,241 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • WJ Wealth Management held 3,161 shares of Microsoft worth $1.18M as of Q2 2026.
  • WJ Wealth Management sold 483 Microsoft shares in Q2 2026, an estimated $195K.
  • Microsoft made up 0.47% of WJ Wealth Management's portfolio in Q2 2026, its #43 holding.
  • WJ Wealth Management first reported a position in Microsoft in Q4 2019 and has held it in 27 quarters since.
  • WJ Wealth Management's Microsoft position peaked at $6.95M in Q2 2024.
  • 6,241 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on WJ Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.