Journey Strategic Wealth LLC / MSFT
Journey Strategic Wealth LLC’s Microsoft Corp Position
Does Journey Strategic Wealth LLC own Microsoft Corp (MSFT)? Yes — 106.5K shares worth $39M (+0.98% of its 13F portfolio) as of Q1 2026, down from 109.3K shares the prior filed quarter.
Position Value
$39M
Q1 2026
Shares
106.5K
% of Portfolio
+0.98%
Quarters Held
18
currently held
Position History MSFT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 106.5K | $39M | +0.98% |
| Q4 2025 | 109.3K | $53M | +1.39% |
| Q3 2025 | 110.3K | $57M | +1.61% |
| Q2 2025 | 110.1K | $55M | +1.78% |
| Q1 2025 | 86.5K | $32M | +1.13% |
| Q4 2024 | 54.0K | $23M | +0.85% |
| Q3 2024 | 51.7K | $22M | +0.81% |
| Q2 2024 | 35.0K | $16M | +0.67% |
| Q1 2024 | 33.1K | $14M | +0.62% |
| Q4 2023 | 28.4K | $11M | +0.50% |
| Q3 2023 | 31.4K | $10M | +0.47% |
| Q2 2023 | 30.3K | $10M | +0.47% |
| Q1 2023 | 29.3K | $8M | +0.89% |
| Q4 2022 | 30.0K | $7M | +0.85% |
| Q3 2022 | 20.5K | $5M | +0.64% |
| Q2 2022 | 18.7K | $5M | +0.64% |
| Q1 2022 | 17.8K | $5M | +0.60% |
| Q4 2021 | 17.6K | $6M | +0.62% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Journey Strategic Wealth LLC’s full portfolio or all institutional holders of MSFT.