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Gilliland Jeter Wealth Management’s Microsoft MSFT Stock Holding History

Gilliland Jeter Wealth Management’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
Q2 		$7.16M Sell
19,195
-323
-2% -$131K 1.88% 10
2026
Q1 		$7.22M Sell
19,518
-203
-1% -$84.9K 2.14% 9
2025
Q4 		$9.54M Sell
19,721
-175
-0.9% -$87.7K 2.88% 7
2025
Q3 		$10.3M Sell
19,896
-860
-4% -$439K 3.18% 5
2025
Q2 		$10.3M Sell
20,756
-533
-3% -$231K 3.36% 5
2025
Q1 		$7.99M Sell
21,289
-1,799
-8% -$733K 2.83% 8
2024
Q4 		$9.73M Sell
23,088
-31
-0.1% -$13.2K 3.28% 6
2024
Q3 		$9.95M Sell
23,119
-41
-0.2% -$17.5K 3.21% 4
2024
Q2 		$10.4M Sell
23,160
-505
-2% -$213K 3.49% 3
2024
Q1 		$9.96M Sell
23,665
-403
-2% -$163K 3.47% 3
2023
Q4 		$9.05M Buy
+24,068
New +$8.57M 3.74% 2

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Gilliland Jeter Wealth Management's MSFT Position: Q2 2026 in Review

Gilliland Jeter Wealth Management reduced its Microsoft (MSFT) stake by 1.7% in Q2 2026, selling an estimated $131K and leaving 19,195 shares worth $7.16M. The position accounts for 1.88% of the portfolio, ranked #10.

Gilliland Jeter Wealth Management first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.4M in Q2 2024. 4,047 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Gilliland Jeter Wealth Management held 19,195 shares of Microsoft worth $7.16M as of Q2 2026.
  • Gilliland Jeter Wealth Management sold 323 Microsoft shares in Q2 2026, an estimated $131K.
  • Microsoft made up 1.88% of Gilliland Jeter Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Gilliland Jeter Wealth Management first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • Gilliland Jeter Wealth Management's Microsoft position peaked at $10.4M in Q2 2024.
  • 4,047 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.