Inman Jager Wealth Management’s Microsoft MSFT Stock Holding History

Inman Jager 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 Q1	$16.9M	Buy	45,645 +221	+0.5%	+$92.5K	9.87%	1
2025 Q4	$22M	Sell	45,424 -1,582	-3%	-$793K	13.45%	1
2025 Q3	$24.3M	Buy	47,006 +209	+0.4%	+$107K	15.55%	1
2025 Q2	$23.3M	Sell	46,797 -30	-0.1%	-$13K	15.74%	1
2025 Q1	$17.6M	Buy	46,827 +36	+0.1%	+$14.7K	13.17%	1
2024 Q4	$19.7M	Buy	+46,791	New	+$19.9M	15.37%	1

Other funds holding MSFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Inman Jager Wealth Management's MSFT Position: Q1 2026 in Review

Inman Jager Wealth Management increased its Microsoft (MSFT) stake by 0.49% in Q1 2026, buying an estimated $92.5K and bringing the position to 45,645 shares worth $16.9M. The position accounts for 9.87% of the portfolio, ranked #1.

Inman Jager Wealth Management first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $24.3M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Inman Jager Wealth Management held 45,645 shares of Microsoft worth $16.9M as of Q1 2026.
Inman Jager Wealth Management bought 221 Microsoft shares in Q1 2026, an estimated $92.5K.
Microsoft made up 9.87% of Inman Jager Wealth Management's portfolio in Q1 2026, its #1 holding.
Inman Jager Wealth Management first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
Inman Jager Wealth Management's Microsoft position peaked at $24.3M in Q3 2025.
6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Inman Jager Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.