Form 13-F position report

MICROSOFT CORP;COM USD0.000012

Reported by LJI Wealth Management LLC

Company profile Manager portfolio Source filing
MSFT CUSIP 594918104 Manager CIK 0001988563
Latest reported change

Reported 9,141 shares, down 136 (1.5%) from the prior quarter.

Reported value 30.6%; share count -1.5% vs. the prior quarter.

Reduced
% of reported 13F value 0.79% This manager · Q2 2025
Shares 9,141 Quarter-end amount reported
Reported value $4,546,582 Fair value at quarter end
Consecutive quarters held 11 Through Q2 2025

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.

Manager history

Quarterly position history

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

16 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q3 2026 Reduced 9,256 -738 (-7.4%) 0.67% $4,747,619 2026-10-28
Q2 2026 Added 9,994 +1,081 (12.1%) 0.52% $3,727,955 2026-07-31
Q1 2026 Added 8,913 +172 (2.0%) 0.53% $3,299,459 2026-05-05
Q4 2025 Added 8,741 +247 (2.9%) 0.64% $4,227,321 2026-02-03
Q3 2025 Reduced 8,494 -647 (-7.1%) 0.77% $4,399,243 2025-10-29
Q2 2025 Reduced 9,141 -136 (-1.5%) 0.79% $4,546,582 2025-07-31
Q1 2025 Added 9,277 +3 (0.0%) 0.69% $3,482,630 2025-05-02
Q4 2024 Added 9,274 +118 (1.3%) 0.77% $3,908,834 2025-01-28
Q3 2024 Added 9,156 +169 (1.9%) 0.81% $3,939,906 2024-11-06
Q2 2024 Added 8,987 +49 (0.5%) 0.89% $4,016,641 2024-08-12
Q1 2024 Reduced 8,938 -383 (-4.1%) 0.97% $3,760,473 2024-05-15
Q4 2023 Added 9,321 +925 (11.0%) 0.91% $3,505,138 2024-02-13
Q3 2023 Reduced 8,396 -41,879 (-83.3%) 0.76% $2,651,118 2024-02-02
Q2 2023 Added 50,275 +43,141 (604.7%) 0.74% $2,551,753 2024-02-02
Q1 2023 Added 7,134 +142 (2.0%) 0.65% $2,056,806 2024-02-02
Q4 2022 New 6,992 +6,992 (0.0%) 0.59% $1,676,883 2024-01-02
Institutional context

Who else reported the position

5947 managers reported MICROSOFT CORP;COM USD0.000012 for Q2 2025.

Manager Activity Shares Change % of reported 13F Reported value Tenure
VANGUARD GROUP INC Added 705,077,786 +13,691,572 5.68% $350,712,741,583 49 qtrs
BlackRock Inc Reduced 581,577,056 -1,707,875 5.51% $289,282,243,061 4 qtrs
STATE STREET CORPORATION Added 299,196,519 +3,166,275 5.58% $148,823,340,516 49 qtrs
FMR LLC Added 204,939,437 +10,348,184 5.75% $101,938,925,163 49 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 179,001,751 +3,532,054 6.22% $88,714,255,902 49 qtrs
JPMorgan Chase & Co Added 157,058,938 +15,048,970 5.11% $78,123,082,584 49 qtrs
PRICE T ROWE ASSOCIATES INC MD Added 136,870,079 +5,355,419 7.71% $68,080,547,000 49 qtrs
MORGAN STANLEY Reduced 119,097,822 -4,748,733 3.86% $59,240,448,879 49 qtrs
NORGES BANK Added 101,513,194 +1,353,998 6.3% $50,493,677,828 49 qtrs
NORTHERN TRUST CORPORATION Reduced 81,531,742 -1,008,092 5.58% $40,554,703,789 49 qtrs
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Filing details and methodology As reported
Report period
June 30, 2025
Filed
July 31, 2025
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
0
Shared
0
None
9,141

“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.