J.E. Simmons & Co’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$505K Sell
1,354
-11
-0.8% -$4.45K 0.28% 39
2026
Q1
$505K Sell
1,365
-53
-4% -$22.2K 0.34% 35
2025
Q4
$686K Buy
+1,418
New +$711K 0.44% 29

Other funds holding MSFT

J.E. Simmons & Co's MSFT Position: Q2 2026 in Review

J.E. Simmons & Co reduced its Microsoft (MSFT) stake by 0.81% in Q2 2026, selling an estimated $4.45K and leaving 1,354 shares worth $505K. The position accounts for 0.28% of the portfolio, ranked #39.

J.E. Simmons & Co first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $686K in Q4 2025. 6,213 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • J.E. Simmons & Co held 1,354 shares of Microsoft worth $505K as of Q2 2026.
  • J.E. Simmons & Co sold 11 Microsoft shares in Q2 2026, an estimated $4.45K.
  • Microsoft made up 0.28% of J.E. Simmons & Co's portfolio in Q2 2026, its #39 holding.
  • J.E. Simmons & Co first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • J.E. Simmons & Co's Microsoft position peaked at $686K in Q4 2025.
  • 6,213 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on J.E. Simmons & Co's 13F filing for Q2 2026, filed 15 Jul 2026.