Form 13-F position report

MICROSOFT CORP;COM USD0.000012

Reported by LEE JOHNSON CAPITAL MANAGEMENT LLC

MSFT CUSIP 594918104 Manager CIK 0001674836

Reported 10,144 shares, up 258 (2.6%) from the prior quarter.

Reported value 0.5%; share count 2.6% vs. the prior quarter.

Added
% of reported 13F value 2.26% This manager · Q4 2024
Shares 10,144 Quarter-end amount reported
Reported value $4,275,890 Fair value at quarter end
Consecutive quarters held 13 Through Q4 2024

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2021-12-31 3467000
2022-03-31 3635000
2022-06-30 3234000
2022-09-30 4387000
2022-12-31 430058
2023-03-31 494519
2023-06-30 272542
2023-09-30 246712
2023-12-31 293830
2024-03-31 327070
2024-06-30 347469
2024-09-30 4254136
2024-12-31 4275890
2025-03-31 238554
2025-06-30 316105
2025-09-30 351439
2025-12-31 321385
2026-03-31 244891
2026-06-30 256111

Quarterly position history

How this manager's reported quarter-end position changed over time.

19 quarters
Quarterly reported position history for MICROSOFT CORP;COM USD0.000012 held by LEE JOHNSON CAPITAL MANAGEMENT LLC.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q2 2026 Added 687 +25 (3.8%) 0.08% $256,111 2026-08-07
Q1 2026 Reduced 662 -3 (-0.5%) 0.09% $244,891 2026-04-16
Q4 2025 Reduced 665 -14 (-2.1%) 0.11% $321,385 2026-01-12
Q3 2025 Added 679 +43 (6.8%) 0.12% $351,439 2025-10-20
Q2 2025 Added 636 +1 (0.2%) 0.11% $316,105 2025-07-17
Q1 2025 Reduced 635 -9,509 (-93.7%) 0.13% $238,554 2025-04-30
Q4 2024 Added 10,144 +258 (2.6%) 2.26% $4,275,890 2025-01-16
Q3 2024 Added 9,886 +9,109 (1172.3%) 2.19% $4,254,136 2024-10-18
Q2 2024 Unchanged 777 0 (0.0%) 0.18% $347,469 2024-07-16
Q1 2024 Reduced 777 -4 (-0.5%) 0.17% $327,070 2024-04-19
Q4 2023 Unchanged 781 0 (0.0%) 0.44% $293,830 2024-01-18
Q3 2023 Reduced 781 -19 (-2.4%) 0.23% $246,712 2023-11-03
Q2 2023 Reduced 800 -915 (-53.4%) 0.26% $272,542 2023-07-21
Q1 2023 Reduced 1,715 -78 (-4.4%) 0.51% $494,519 2023-04-11
Q4 2022 Reduced 1,793 -17,042 (-90.5%) 0.8% $430,058 2023-02-07
Q3 2022 Added 18,835 +6,243 (49.6%) 9.06% $4,387,000 2022-10-28
Q2 2022 Added 12,592 +804 (6.8%) 3.85% $3,234,000 2022-07-13
Q1 2022 Added 11,788 +1,480 (14.4%) 3.24% $3,635,000 2022-04-26
Q4 2021 New 10,308 +10,308 (0.0%) 2.85% $3,467,000 2022-01-31

Who else reported the position

5981 managers reported MICROSOFT CORP;COM USD0.000012 for Q4 2024.

Managers reporting MICROSOFT CORP;COM USD0.000012 in Q4 2024.
Manager Activity Shares Change % of reported 13F Reported value Tenure
VANGUARD GROUP INC Added 684,071,705 +10,431,988 5.02% $288,336,223,671 47 qtrs
BlackRock Inc Added 576,226,642 +14,744,532 4.91% $242,879,529,508 2 qtrs
STATE STREET CORPORATION Added 295,109,622 +5,608,272 4.91% $124,394,868,904 47 qtrs
FMR LLC Reduced 197,512,226 -14,118,025 4.97% $83,251,403,854 47 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 168,128,024 +3,103,212 5.48% $70,720,874,472 47 qtrs
PRICE T ROWE ASSOCIATES INC MD Reduced 135,151,848 -508,264 6.57% $56,966,505,000 47 qtrs
JPMorgan Chase & Co Reduced 134,943,661 -2,909,048 4.24% $56,878,754,120 47 qtrs
MORGAN STANLEY Added 125,501,255 +1,457,348 3.71% $52,898,781,002 47 qtrs
NORGES BANK Added 105,202,984 +6,218,091 5.82% $44,343,057,756 47 qtrs
NORTHERN TRUST CORPORATION Added 83,787,746 +11,600,470 5.0% $35,316,534,942 47 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
December 31, 2024
Filed
January 16, 2025
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
0
Shared
0
None
10,144

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.