Form 13-F position report

MICROSOFT CORP;COM USD0.000012

Reported by WJ Wealth Management LLC

MSFT CUSIP 594918104 Manager CIK 0001801674

Reported 12,902 shares, up 772 (6.4%) from the prior quarter.

Reported value 19.0%; share count 6.4% vs. the prior quarter.

Added
% of reported 13F value 2.16% This manager · Q1 2024
Shares 12,902 Quarter-end amount reported
Reported value $5,427,778 Fair value at quarter end
Consecutive quarters held 18 Through Q1 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 979000
2022-03-31 937000
2022-06-30 1269000
2022-09-30 1097000
2022-12-31 1101734
2023-03-31 662226
2023-06-30 3715010
2023-09-30 3611302
2023-12-31 4561044
2024-03-31 5427778
2024-06-30 6945246
2024-09-30 6008368
2024-12-31 5373808
2025-03-31 3592182
2025-06-30 4014670
2025-09-30 2058076
2025-12-31 1886395
2026-03-31 1348745
2026-06-30 1178958
2026-09-30 1853406

Quarterly position history

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

20 quarters
Quarterly reported position history for MICROSOFT CORP;COM USD0.000012 held by WJ Wealth Management LLC.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q3 2026 Added 3,614 +453 (14.3%) 0.75% $1,853,406 2026-11-03
Q2 2026 Reduced 3,161 -483 (-13.3%) 0.47% $1,178,958 2026-08-03
Q1 2026 Reduced 3,644 -257 (-6.6%) 0.63% $1,348,745 2026-04-29
Q4 2025 Reduced 3,901 -74 (-1.9%) 0.83% $1,886,395 2026-02-05
Q3 2025 Reduced 3,975 -4,097 (-50.8%) 0.9% $2,058,076 2025-11-17
Q2 2025 Reduced 8,072 -1,498 (-15.7%) 1.27% $4,014,670 2025-07-28
Q1 2025 Reduced 9,570 -3,180 (-24.9%) 1.27% $3,592,182 2025-04-25
Q4 2024 Reduced 12,750 -1,214 (-8.7%) 1.85% $5,373,808 2025-01-24
Q3 2024 Reduced 13,964 -1,576 (-10.1%) 2.12% $6,008,368 2024-11-01
Q2 2024 Added 15,540 +2,638 (20.4%) 2.53% $6,945,246 2024-08-12
Q1 2024 Added 12,902 +772 (6.4%) 2.16% $5,427,778 2024-04-18
Q4 2023 Added 12,130 +692 (6.1%) 1.98% $4,561,044 2024-01-16
Q3 2023 Added 11,438 +528 (4.8%) 1.75% $3,611,302 2023-10-11
Q2 2023 Added 10,910 +8,613 (375.0%) 1.76% $3,715,010 2023-07-12
Q1 2023 Reduced 2,297 -2,297 (-50.0%) 0.45% $662,226 2023-04-12
Q4 2022 Reduced 4,594 -110 (-2.3%) 0.64% $1,101,734 2023-02-15
Q3 2022 Reduced 4,704 -230 (-4.7%) 0.69% $1,097,000 2022-10-18
Q2 2022 Added 4,934 +1,896 (62.4%) 0.9% $1,269,000 2022-08-05
Q1 2022 Added 3,038 +125 (4.3%) 0.62% $937,000 2022-05-13
Q4 2021 Added 2,913 +4 (0.1%) 0.59% $979,000 2022-02-14
Five years are shown. A free account unlocks the complete reported history. Unlock full history

Who else reported the position

5334 managers reported MICROSOFT CORP;COM USD0.000012 for Q1 2024.

Managers reporting MICROSOFT CORP;COM USD0.000012 in Q1 2024.
Manager Activity Shares Change % of reported 13F Reported value Tenure
VANGUARD GROUP INC Added 667,987,038 +3,078,099 5.57% $281,035,506,484 44 qtrs
BlackRock Inc Added 546,019,859 +7,082,760 5.35% $229,721,475,248 44 qtrs
STATE STREET CORPORATION Added 300,354,231 +2,726,949 5.65% $126,365,032,066 44 qtrs
FMR LLC Added 220,859,696 +2,021,227 6.24% $92,920,091,332 44 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 157,588,678 +3,317,402 6.12% $66,145,773,278 44 qtrs
PRICE T ROWE ASSOCIATES INC MD Reduced 142,200,683 -2,206,812 7.33% $59,826,672,000 44 qtrs
JPMorgan Chase & Co Added 128,161,075 +3,595,466 4.55% $53,919,927,685 44 qtrs
MORGAN STANLEY Reduced 122,187,118 -1,758,717 4.12% $51,406,565,678 44 qtrs
NORGES BANK Reduced 94,082,543 -1,439,336 6.25% $39,582,407,491 44 qtrs
Capital International Investors Added 83,571,070 +842,884 7.12% $35,160,020,107 44 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
March 31, 2024
Filed
April 18, 2024
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
0
Shared
0
None
12,902

“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.