J2 Capital Management’s Microsoft MSFT Stock Holding History

J2 Capital Management’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	$342K	Hold	666	–	–	0.22%	102
2026 Q2	$248K	Buy	666 +2	+0.3%	+$809	0.17%	109
2026 Q1	$246K	Sell	664 -48	-7%	-$20.1K	0.17%	110
2025 Q4	$344K	Buy	712 +60	+9%	+$30.1K	0.25%	96
2025 Q3	$338K	Hold	652	–	–	0.25%	97
2025 Q2	$324K	Buy	+652	New	+$283K	0.26%	92
2023 Q3	$224K	Buy	708 +35	+5%	+$11.6K	0.28%	90
2023 Q2	$229K	Buy	+673	New	+$211K	0.27%	93
2022 Q3	–	Sell	-1,451	Closed	-$373K	–	89
2022 Q2	$373K	Sell	1,451 -10	-0.7%	-$2.71K	0.57%	35
2022 Q1	$450K	Sell	1,461 -374	-20%	-$113K	0.49%	35
2021 Q4	$617K	Buy	+1,835	New	+$595K	0.59%	30

Other funds holding MSFT

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

J2 Capital Management's MSFT Position: Q3 2026 in Review

J2 Capital Management held its Microsoft (MSFT) position steady in Q3 2026 at 666 shares worth $342K. The position accounts for 0.22% of the portfolio, ranked #102.

J2 Capital Management first reported a position in MSFT in Q4 2021 and has held it in 11 quarters since. The position peaked at $617K in Q4 2021. 1,727 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

J2 Capital Management held 666 shares of Microsoft worth $342K as of Q3 2026.
J2 Capital Management left its Microsoft share count unchanged in Q3 2026.
Microsoft made up 0.22% of J2 Capital Management's portfolio in Q3 2026, its #102 holding.
J2 Capital Management first reported a position in Microsoft in Q4 2021 and has held it in 11 quarters since.
J2 Capital Management's Microsoft position peaked at $617K in Q4 2021.
1,727 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on J2 Capital Management's 13F filing for Q3 2026, filed 19 Oct 2026.