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Bank of Jackson Hole Trust’s Microsoft MSFT Stock Holding History

Bank of Jackson Hole Trust’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 		$5.07M Buy
13,693
+226
+2% +$94.6K 2.45% 8
2025
Q4 		$6.51M Buy
13,467
+154
+1% +$77.2K 3.09% 6
2025
Q3 		$6.9M Buy
13,313
+46
+0.3% +$23.5K 3.45% 6
2025
Q2 		$6.6M Buy
13,267
+376
+3% +$163K 3.75% 6
2025
Q1 		$5.12M Buy
12,891
+166
+1% +$67.7K 3.31% 6
2024
Q4 		$5.36M Buy
+12,725
New +$5.42M 3.57% 6

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 of Jackson Hole Trust's MSFT Position: Q1 2026 in Review

Bank of Jackson Hole Trust increased its Microsoft (MSFT) stake by 1.7% in Q1 2026, buying an estimated $94.6K and bringing the position to 13,693 shares worth $5.07M. The position accounts for 2.45% of the portfolio, ranked #8.

Bank of Jackson Hole Trust first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.9M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Bank of Jackson Hole Trust held 13,693 shares of Microsoft worth $5.07M as of Q1 2026.
  • Bank of Jackson Hole Trust bought 226 Microsoft shares in Q1 2026, an estimated $94.6K.
  • Microsoft made up 2.45% of Bank of Jackson Hole Trust's portfolio in Q1 2026, its #8 holding.
  • Bank of Jackson Hole Trust first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • Bank of Jackson Hole Trust's Microsoft position peaked at $6.9M in Q3 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Bank of Jackson Hole Trust's 13F filing for Q1 2026, filed 12 May 2026.