MSFT MICROSOFT CORP

Ownership history in AJ Advisors, LLC  ·  13 quarters on record

This page tracks every 13F SEC filing in which AJ Advisors, LLC reported a position in MICROSOFT CORP (MSFT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.85% (2024 Q1)
Avg. % of fund
0.61%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 2,458 -99 -3.9% 0.44% $1.2M $482.52
2025 Q3 REDUCED 2,557 -655 -20.4% 0.54% $1.3M $515.81
2025 Q2 REDUCED 3,212 -22 -0.7% 0.71% $1.6M $494.54
2025 Q1 ADDED 3,234 +536 +19.9% 0.62% $1.2M $372.54
2024 Q4 ADDED 2,698 +45 +1.7% 0.59% $1.1M $417.46
2024 Q3 ADDED 2,653 +36 +1.4% 0.59% $1.1M $425.32
2024 Q2 REDUCED 2,617 -1,037 -28.4% 0.65% $1.2M $440.99
2024 Q1 ADDED 3,654 +245 +7.2% 0.85% $1.5M $414.36
2023 Q4 ADDED 3,409 +1,025 +43.0% 0.79% $1.3M $369.67
2023 Q3 REDUCED 2,384 -10 -0.4% 0.57% $753K $309.77
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% of Fund (quarterly)    MSFT price (monthly, adj. close)
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