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 Q2	$17.2M	Buy	46,223 +578	+1%	+$234K	9.18%	2
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Inman Jager Wealth Management's MSFT Position: Q2 2026 in Review

Inman Jager Wealth Management increased its Microsoft (MSFT) stake by 1.3% in Q2 2026, buying an estimated $234K and bringing the position to 46,223 shares worth $17.2M. The position accounts for 9.18% of the portfolio, ranked #2.

Inman Jager Wealth Management first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $24.3M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Inman Jager Wealth Management held 46,223 shares of Microsoft worth $17.2M as of Q2 2026.
Inman Jager Wealth Management bought 578 Microsoft shares in Q2 2026, an estimated $234K.
Microsoft made up 9.18% of Inman Jager Wealth Management's portfolio in Q2 2026, its #2 holding.
Inman Jager Wealth Management first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
Inman Jager Wealth Management's Microsoft position peaked at $24.3M in Q3 2025.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Inman Jager Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.