WJ Financial Advisors LLC

Position in MSFT — Microsoft Corp

CIK 2095682 KILLINGWORTH, CT

Position in MSFT

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,713,653

+$56,402 QoQ

Shares Held

4,594

+2.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.89%

of 13F equity value

Holder Rank

#4,663

of 6,189 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

WJ Financial Advisors LLC holds $4,824,180 across 4 Software - Infrastructure names. MSFT ranks #2 (35.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MDB	MongoDB, Inc.	5,539	$1,860,550
2	MSFT	Microsoft Corp This page	4,594	$1,713,653
3	PLTR	Palantir Technologies Inc.	6,359	$741,904
4	SNPS	Synopsys Inc	1,139	$508,073

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,713,653	4,594	+2.6%	Shares	Defined	2026-08-13
2026-03-31	$1,657,251	4,477	+72.3%	Shares	Defined	2026-05-04
2025-12-31	$1,256,444	2,598	+2.4%	Shares	Defined	2026-02-02
2025-09-30	$1,314,557	2,538	—	Shares	Defined	2025-11-06
No filing history on record for this holder in this stock.