SEC 13F Intelligence

Journey Advisory Group, LLC / MSFT

Journey Advisory Group, LLC’s Microsoft Corp Position

Does Journey Advisory Group, LLC own Microsoft Corp (MSFT)? Yes88.6K shares worth $33M (+2.80% of its 13F portfolio) as of Q1 2026, up from 88.5K shares the prior filed quarter.

Position Value
$33M
Q1 2026
Shares
88.6K
% of Portfolio
+2.80%
Quarters Held
22
currently held

Position History MSFT

Reported value by quarter
Q4 ’20: $7MQ4 ’20Q1 ’21: $8MQ2 ’21: $10MQ3 ’21: $11MQ3 ’21Q4 ’21: $16MQ1 ’22: $16MQ2 ’22: $18MQ2 ’22Q3 ’22: $17MQ4 ’22: $19MQ1 ’23: $25MQ1 ’23Q2 ’23: $28MQ3 ’23: $26MQ4 ’23: $31MQ4 ’23Q1 ’24: $35MQ2 ’24: $37MQ3 ’24: $37MQ3 ’24Q4 ’24: $37MQ1 ’25: $34MQ2 ’25: $46MQ2 ’25Q3 ’25: $47MQ4 ’25: $43MQ1 ’26: $33MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202688.6K$33M+2.80%
Q4 202588.5K$43M+3.60%
Q3 202591.4K$47M+3.51%
Q2 202592.0K$46M+3.56%
Q1 202590.9K$34M+2.79%
Q4 202482.7K$37M+4.42%
Q3 202482.7K$37M+4.42%
Q2 202483.0K$37M+4.43%
Q1 202482.5K$35M+4.28%
Q4 202382.4K$31M+4.21%
Q3 202383.0K$26M+3.91%
Q2 202381.6K$28M+4.13%
Q1 202387.3K$25M+3.95%
Q4 202277.6K$19M+4.63%
Q3 202271.1K$17M+4.23%
Q2 202264.3K$18M+4.10%
Q1 202251.6K$16M+4.03%
Q4 202146.6K$16M+4.33%
Q3 202138.6K$11M+3.53%
Q2 202137.7K$10M+3.24%
Q1 202135.6K$8M+2.94%
Q4 202031.4K$7M+2.61%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Journey Advisory Group, LLC’s full portfolio or all institutional holders of MSFT.