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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 		$2.24M Buy
6,000
+4,000
+200% +$1.62M 0.06% 321
2026
Q1 		$740K Buy
+2,000
New +$837K 0.02% 457
2024
Q4 		– Sell
-800
Closed -$344K – 570
2024
Q3 		$344K Buy
+800
New +$342K 0.01% 378
2023
Q1 		– Sell
-2,200
Closed -$528K – 440
2022
Q4 		$528K Buy
+2,200
New +$528K 0.03% 272

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.