J. Goldman & Co’s Microsoft MSFT Stock Holding History

J. Goldman & Co’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	$4.26M	Sell	11,499 -145,013	-93%	-$60.7M	0.12%	212
2025 Q4	$75.7M	Sell	156,512 -55,794	-26%	-$28M	1.99%	3
2025 Q3	$110M	Buy	+212,306	New	+$108M	2.76%	2
2025 Q1	–	Sell	-51,502	Closed	-$21.7M	–	569
2024 Q4	$21.7M	Buy	+51,502	New	+$21.9M	0.57%	43
2024 Q3	–	Sell	-762	Closed	-$326K	–	561
2024 Q2	$341K	Sell	762 -47,088	-98%	-$19.9M	0.01%	384
2024 Q1	$20.1M	Sell	47,850 -113,009	-70%	-$45.7M	0.65%	45
2023 Q4	$60.5M	Sell	160,859 -181,438	-53%	-$64.6M	2.45%	2
2023 Q3	$108M	Buy	342,297 +78,130	+30%	+$25.8M	3.79%	1
2023 Q2	$90M	Buy	264,167 +95,182	+56%	+$29.8M	3.27%	2
2023 Q1	$48.7M	Buy	+168,985	New	+$43.1M	1.97%	3
2022 Q3	–	Sell	-24,361	Closed	-$6.26M	–	448
2022 Q2	$6.26M	Buy	+24,361	New	+$6.61M	0.3%	87
2021 Q2	–	Sell	-2,893	Closed	-$682K	–	471
2021 Q1	$682K	Buy	+2,893	New	+$671K	0.02%	333
2018 Q2	–	Sell	-2,695	Closed	-$246K	–	416
2018 Q1	$246K	Buy	+2,695	New	+$246K	0.01%	311
2017 Q4	–	Sell	-65,040	Closed	-$4.84M	–	406
2017 Q3	$4.84M	Buy	+65,040	New	+$4.75M	0.24%	117
2017 Q2	–	Sell	-293,100	Closed	-$19.3M	–	382
2017 Q1	$19.3M	Buy	293,100 +265,500	+962%	+$17M	0.95%	21
2016 Q4	$1.72M	Buy	+27,600	New	+$1.66M	0.11%	183

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

J. Goldman & Co's MSFT Position: Q1 2026 in Review

J. Goldman & Co reduced its Microsoft (MSFT) stake by 93% in Q1 2026, selling an estimated $60.7M and leaving 11,499 shares worth $4.26M. The position accounts for 0.12% of the portfolio, ranked #212.

J. Goldman & Co first reported a position in MSFT in Q4 2016 and has held it in 16 quarters since. The position peaked at $110M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

J. Goldman & Co held 11,499 shares of Microsoft worth $4.26M as of Q1 2026.
J. Goldman & Co sold 145,013 Microsoft shares in Q1 2026, an estimated $60.7M.
Microsoft made up 0.12% of J. Goldman & Co's portfolio in Q1 2026, its #212 holding.
J. Goldman & Co first reported a position in Microsoft in Q4 2016 and has held it in 16 quarters since.
J. Goldman & Co's Microsoft position peaked at $110M in Q3 2025.
6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on J. Goldman & Co's 13F filing for Q1 2026, filed 15 May 2026.