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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Jackson Creek Investment Advisors's MSFT Position: Q1 2026 in Review

Jackson Creek Investment Advisors reduced its Microsoft (MSFT) stake by 0.34% in Q1 2026, selling an estimated $1.67K and leaving 1,174 shares worth $435K. The position accounts for 0.13% of the portfolio, ranked #237.

Jackson Creek Investment Advisors first reported a position in MSFT in Q3 2020 and has held it in 23 quarters since. The position peaked at $3.04M in Q2 2024. 6,184 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Jackson Creek Investment Advisors held 1,174 shares of Microsoft worth $435K as of Q1 2026.
  • Jackson Creek Investment Advisors sold 4 Microsoft shares in Q1 2026, an estimated $1.67K.
  • Microsoft made up 0.13% of Jackson Creek Investment Advisors's portfolio in Q1 2026, its #237 holding.
  • Jackson Creek Investment Advisors first reported a position in Microsoft in Q3 2020 and has held it in 23 quarters since.
  • Jackson Creek Investment Advisors's Microsoft position peaked at $3.04M in Q2 2024.
  • 6,184 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Jackson Creek Investment Advisors's 13F filing for Q1 2026, filed 5 May 2026.