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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
2025
Q4 		– Sell
-18,900
Closed -$9.79M – 672
2025
Q3 		$9.79M Buy
18,900
+17,900
+1,790% +$9.13M 0.25% 121
2025
Q2 		$497K Buy
+1,000
New +$434K 0.01% 378
2025
Q1 		– Sell
-18,000
Closed -$7.59M – 568
2024
Q4 		$7.59M Buy
+18,000
New +$7.67M 0.2% 156
2023
Q4 		– Sell
-2,200
Closed -$695K – 426
2023
Q3 		$695K Sell
2,200
-87,800
-98% -$29M 0.02% 255
2023
Q2 		$30.6M Buy
+90,000
New +$28.2M 1.11% 16

Other funds holding MSFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
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.