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J. M. Brown & Associates’s Microsoft MSFT Stock Holding History

J. M. Brown & Associates’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
Q3 		$2.39M Sell
4,660
-629
-12% -$291K 1.37% 14
2026
Q2 		$1.97M Buy
+5,289
New +$2.14M 1.13% 18

Other funds holding MSFT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

J. M. Brown & Associates's MSFT Position: Q3 2026 in Review

J. M. Brown & Associates reduced its Microsoft (MSFT) stake by 12% in Q3 2026, selling an estimated $291K and leaving 4,660 shares worth $2.39M. The position accounts for 1.37% of the portfolio, ranked #14.

J. M. Brown & Associates first reported a position in MSFT in Q2 2026 and has held it in 2 quarters since. 5,551 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • J. M. Brown & Associates held 4,660 shares of Microsoft worth $2.39M as of Q3 2026.
  • J. M. Brown & Associates sold 629 Microsoft shares in Q3 2026, an estimated $291K.
  • Microsoft made up 1.37% of J. M. Brown & Associates's portfolio in Q3 2026, its #14 holding.
  • J. M. Brown & Associates first reported a position in Microsoft in Q2 2026 and has held it in 2 quarters since.
  • 5,551 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on J. M. Brown & Associates's 13F filing for Q3 2026, filed 12 Nov 2026.