Bank Julius Baer & Co
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Bank Julius Baer & Co’s Microsoft MSFT Stock Holding History

Bank Julius Baer & Co’s Portfolio MSFT Stock Details MSFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.57B Sell
4,266,097
-179,944
-4% -$75.3M 4.74% 3
2025
Q4 		$2.15B Sell
4,446,041
-7,364
-0.2% -$3.69M 5.94% 2
2025
Q3 		$2.31B Buy
4,453,405
+8,108
+0.2% +$4.14M 6.5% 1
2025
Q2 		$2.21B Buy
4,445,297
+26,499
+0.6% +$11.5M 6.57% 1
2025
Q1 		$1.66B Buy
4,418,798
+448,093
+11% +$183M 5.4% 1
2024
Q4 		$1.81B Buy
3,970,705
+298,034
+8% +$127M 5.58% 1
2024
Q3 		$1.8B Sell
3,672,671
-150,290
-4% -$64.2M 6.06% 2
2024
Q2 		$1.86B Sell
3,822,961
-341,338
-8% -$144M 7.1% 1
2024
Q1 		$1.75B Buy
4,164,299
+742,939
+22% +$301M 6.71% 1
2023
Q4 		$1.54B Buy
3,421,360
+1
+0% +$356 6.5% 1
2023
Q3 		$1.08B Sell
3,421,359
-19,775
-0.6% -$6.53M 6.29% 1
2023
Q2 		$1.17B Sell
3,441,134
-66,829
-2% -$20.9M 6.97% 1
2023
Q1 		$1.01B Buy
3,507,963
+22,820
+0.7% +$5.82M 6.43% 1
2022
Q4 		$836M Buy
3,485,143
+74,890
+2% +$18M 5.71% 1
2022
Q3 		$794M Buy
3,410,253
+216,517
+7% +$57.2M 6.04% 1
2022
Q2 		$820M Sell
3,193,736
-576,814
-15% -$157M 5.79% 1
2022
Q1 		$1.16B Buy
3,770,550
+48,349
+1% +$14.5M 6.96% 1
2021
Q4 		$1.25B Buy
3,722,201
+83,643
+2% +$27.1M 6.69% 1
2021
Q3 		$1.03B Buy
3,638,558
+435,476
+14% +$127M 6.37% 1
2021
Q2 		$868M Buy
3,203,082
+133,073
+4% +$33.8M 5.51% 1
2021
Q1 		$724M Sell
3,070,009
-13,680
-0.4% -$3.17M 5.42% 1
2020
Q4 		$686M Buy
3,083,689
+183,172
+6% +$39.4M 5.63% 1
2020
Q3 		$610M Buy
2,900,517
+21,074
+0.7% +$4.43M 5.95% 1
2020
Q2 		$586M Buy
2,879,443
+2,850,621
+9,890% +$517M 6.74% 1
2020
Q1 		$4.55M Buy
+28,822
New +$4.74M 0.11% 102

Other funds holding MSFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank Julius Baer & Co's MSFT Position: Q1 2026 in Review

Bank Julius Baer & Co reduced its Microsoft (MSFT) stake by 4% in Q1 2026, selling an estimated $75.3M and leaving 4,266,097 shares worth $1.57B. The position accounts for 4.74% of the portfolio, ranked #3.

Bank Julius Baer & Co first reported a position in MSFT in Q1 2020 and has held it in 25 quarters since. The position peaked at $2.31B in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Bank Julius Baer & Co held 4,266,097 shares of Microsoft worth $1.57B as of Q1 2026.
  • Bank Julius Baer & Co sold 179,944 Microsoft shares in Q1 2026, an estimated $75.3M.
  • Microsoft made up 4.74% of Bank Julius Baer & Co's portfolio in Q1 2026, its #3 holding.
  • Bank Julius Baer & Co first reported a position in Microsoft in Q1 2020 and has held it in 25 quarters since.
  • Bank Julius Baer & Co's Microsoft position peaked at $2.31B in Q3 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.