Gilliland Jeter Wealth Management
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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
Q3 		$9.8M Sell
19,121
-74
-0.4% -$34.2K 2.48% 8
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 		$9.5M 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 		$9.7M Sell
23,088
-31
-0.1% -$13.2K 3.28% 6
2024
Q3 		$9.9M 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 		$10M 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

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Gilliland Jeter Wealth Management's MSFT Position: Q3 2026 in Review

Gilliland Jeter Wealth Management reduced its Microsoft (MSFT) stake by 0.39% in Q3 2026, selling an estimated $34.2K and leaving 19,121 shares worth $9.8M. The position accounts for 2.48% of the portfolio, ranked #8.

Gilliland Jeter Wealth Management first reported a position in MSFT in Q4 2023 and has held it in 12 quarters since. The position peaked at $10.4M in Q2 2024. 2,603 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Gilliland Jeter Wealth Management held 19,121 shares of Microsoft worth $9.8M as of Q3 2026.
  • Gilliland Jeter Wealth Management sold 74 Microsoft shares in Q3 2026, an estimated $34.2K.
  • Microsoft made up 2.48% of Gilliland Jeter Wealth Management's portfolio in Q3 2026, its #8 holding.
  • Gilliland Jeter Wealth Management first reported a position in Microsoft in Q4 2023 and has held it in 12 quarters since.
  • Gilliland Jeter Wealth Management's Microsoft position peaked at $10.4M in Q2 2024.
  • 2,603 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.