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Jackson Creek Investment Advisors’s Microsoft MSFT Stock Holding History

Jackson Creek Investment Advisors’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 		$433K Sell
931
-243
-21% -$98.3K 0.14% 272
2026
Q1 		$435K Sell
1,174
-4
-0.3% -$1.67K 0.13% 237
2025
Q4 		$570K Sell
1,178
-28
-2% -$14K 0.17% 191
2025
Q3 		$625K Sell
1,206
-89
-7% -$45.4K 0.18% 182
2025
Q2 		$644K Sell
1,295
-25
-2% -$10.9K 0.17% 210
2025
Q1 		$496K Sell
1,320
-9
-0.7% -$3.67K 0.16% 229
2024
Q4 		$560K Buy
1,329
+1
+0.1% +$426 0.17% 217
2024
Q3 		$571K Sell
1,328
-5,462
-80% -$2.33M 0.17% 211
2024
Q2 		$3.04M Sell
6,790
-34
-0.5% -$14.4K 1.11% 1
2024
Q1 		$2.87M Sell
6,824
-86
-1% -$34.8K 1.02% 1
2023
Q4 		$2.6M Sell
6,910
-24
-0.3% -$8.54K 1% 1
2023
Q3 		$2.19M Sell
6,934
-109
-2% -$36K 0.92% 2
2023
Q2 		$2.4M Sell
7,043
-85
-1% -$26.6K 0.96% 2
2023
Q1 		$2.06M Buy
7,128
+5,162
+263% +$1.32M 0.86% 5
2022
Q4 		$471K Sell
1,966
-2
-0.1% -$480 0.21% 242
2022
Q3 		$458K Sell
1,968
-763
-28% -$201K 0.21% 228
2022
Q2 		$767K Sell
2,731
-12
-0.4% -$3.26K 0.31% 184
2022
Q1 		$846K Sell
2,743
-114
-4% -$34.3K 0.31% 176
2021
Q4 		$961K Sell
2,857
-298
-9% -$96.6K 0.34% 163
2021
Q3 		$889K Sell
3,155
-102
-3% -$29.7K 0.33% 169
2021
Q2 		$882K Sell
3,257
-14
-0.4% -$3.56K 0.33% 169
2021
Q1 		$771K Buy
3,271
+90
+3% +$20.9K 0.27% 194
2020
Q4 		$708K Sell
3,181
-26
-0.8% -$5.59K 0.28% 196
2020
Q3 		$675K Buy
+3,207
New +$674K 0.31% 182

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

Jackson Creek Investment Advisors's MSFT Position: Q2 2026 in Review

Jackson Creek Investment Advisors reduced its Microsoft (MSFT) stake by 21% in Q2 2026, selling an estimated $98.3K and leaving 931 shares worth $433K. The position accounts for 0.14% of the portfolio, ranked #272.

Jackson Creek Investment Advisors first reported a position in MSFT in Q3 2020 and has held it in 24 quarters since. The position peaked at $3.04M in Q2 2024. 6,239 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Jackson Creek Investment Advisors held 931 shares of Microsoft worth $433K as of Q2 2026.
  • Jackson Creek Investment Advisors sold 243 Microsoft shares in Q2 2026, an estimated $98.3K.
  • Microsoft made up 0.14% of Jackson Creek Investment Advisors's portfolio in Q2 2026, its #272 holding.
  • Jackson Creek Investment Advisors first reported a position in Microsoft in Q3 2020 and has held it in 24 quarters since.
  • Jackson Creek Investment Advisors's Microsoft position peaked at $3.04M in Q2 2024.
  • 6,239 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Jackson Creek Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.