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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
Q2 		$1.22M Sell
3,278
-8,221
-71% -$3.33M 0.03% 421
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

J. Goldman & Co reduced its Microsoft (MSFT) stake by 71% in Q2 2026, selling an estimated $3.33M and leaving 3,278 shares worth $1.22M. The position accounts for 0.03% of the portfolio, ranked #421.

J. Goldman & Co first reported a position in MSFT in Q4 2016 and has held it in 17 quarters since. The position peaked at $110M in Q3 2025. 6,223 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • J. Goldman & Co held 3,278 shares of Microsoft worth $1.22M as of Q2 2026.
  • J. Goldman & Co sold 8,221 Microsoft shares in Q2 2026, an estimated $3.33M.
  • Microsoft made up 0.03% of J. Goldman & Co's portfolio in Q2 2026, its #421 holding.
  • J. Goldman & Co first reported a position in Microsoft in Q4 2016 and has held it in 17 quarters since.
  • J. Goldman & Co's Microsoft position peaked at $110M in Q3 2025.
  • 6,223 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on J. Goldman & Co's 13F filing for Q2 2026, filed 14 Aug 2026.