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 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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

J2 Capital Management's MSFT Position: Q2 2026 in Review

J2 Capital Management increased its Microsoft (MSFT) stake by 0.3% in Q2 2026, buying an estimated $809 and bringing the position to 666 shares worth $248K. The position accounts for 0.17% of the portfolio, ranked #109.

J2 Capital Management first reported a position in MSFT in Q4 2021 and has held it in 10 quarters since. The position peaked at $617K in Q4 2021. 2,403 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

J2 Capital Management held 666 shares of Microsoft worth $248K as of Q2 2026.
J2 Capital Management bought 2 Microsoft shares in Q2 2026, an estimated $809.
Microsoft made up 0.17% of J2 Capital Management's portfolio in Q2 2026, its #109 holding.
J2 Capital Management first reported a position in Microsoft in Q4 2021 and has held it in 10 quarters since.
J2 Capital Management's Microsoft position peaked at $617K in Q4 2021.
2,403 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on J2 Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.