SEC 13F Intelligence

Amj Financial Wealth Management / MSFT

Amj Financial Wealth Management’s Microsoft Corp Position

Does Amj Financial Wealth Management own Microsoft Corp (MSFT)? Yes — 22.8K shares worth $8M (+1.99% of its 13F portfolio) as of Q1 2026, down from 22.9K shares the prior filed quarter.

Position Value
$8M
Q1 2026
Shares
22.8K
% of Portfolio
+1.99%
Quarters Held
26
currently held

Position History MSFT

Reported value by quarter
Q4 ’19: $7MQ4 ’19Q1 ’20: $4MQ2 ’20: $8MQ3 ’20: $8MQ4 ’20: $10MQ4 ’20Q1 ’21: $11MQ2 ’21: $12MQ3 ’21: $13MQ4 ’21: $17MQ4 ’21Q1 ’22: $16MQ2 ’22: $6MQ3 ’22: $6MQ4 ’22: $5MQ4 ’22Q1 ’23: $6MQ2 ’23: $8MQ3 ’23: $7MQ4 ’23: $9MQ4 ’23Q1 ’24: $10MQ2 ’24: $10MQ3 ’24: $10MQ4 ’24: $10MQ4 ’24Q1 ’25: $9MQ2 ’25: $11MQ3 ’25: $12MQ4 ’25: $11MQ4 ’25Q1 ’26: $8Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202622.8K$8M+1.99%
Q4 202522.9K$11M+2.62%
Q3 202523.0K$12M+2.83%
Q2 202523.0K$11M+2.85%
Q1 202523.0K$9M+2.55%
Q4 202422.9K$10M+2.67%
Q3 202423.1K$10M+2.85%
Q2 202423.2K$10M+3.21%
Q1 202423.3K$10M+3.27%
Q4 202323.3K$9M+3.69%
Q3 202323.3K$7M+3.39%
Q2 202323.3K$8M+3.48%
Q1 202322.5K$6M+4.17%
Q4 202222.4K$5M+3.18%
Q3 202223.7K$6M+3.58%
Q2 202223.5K$6M+5.10%
Q1 202251.7K$16M+6.39%
Q4 202149.6K$17M+6.02%
Q3 202146.1K$13M+5.32%
Q2 202145.2K$12M+5.33%
Q1 202144.6K$11M+5.08%
Q4 202044.8K$10M+5.09%
Q3 202039.9K$8M+4.94%
Q2 202039.8K$8M+5.52%
Q1 202025.6K$4M+7.01%
Q4 201942.8K$7M+4.75%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Amj Financial Wealth Management’s full portfolio or all institutional holders of MSFT.