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Jackson Hole Capital Partners’s Microsoft MSFT Stock Holding History

Jackson Hole Capital Partners’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 		$15.6M Buy
42,188
+1,498
+4% +$627K 2.58% 4
2025
Q4 		$19.7M Sell
40,690
-254
-0.6% -$127K 3.37% 4
2025
Q3 		$21.2M Sell
40,944
-362
-0.9% -$185K 3.63% 3
2025
Q2 		$20.5M Buy
41,306
+1,069
+3% +$464K 3.77% 2
2025
Q1 		$15.1M Sell
40,237
-615
-2% -$251K 3% 3
2024
Q4 		$17.2M Buy
40,852
+1,265
+3% +$539K 3.48% 4
2024
Q3 		$17M Buy
39,587
+1,438
+4% +$615K 3.55% 3
2024
Q2 		$17.1M Sell
38,149
-2,018
-5% -$852K 3.7% 2
2024
Q1 		$16.9M Buy
40,167
+3,958
+11% +$1.6M 3.81% 2
2023
Q4 		$13.6M Sell
36,209
-7,708
-18% -$2.74M 3.46% 4
2023
Q3 		$13.9M Sell
43,917
-365
-0.8% -$121K 4.06% 3
2023
Q2 		$15.1M Buy
44,282
+1,921
+5% +$602K 4.13% 3
2023
Q1 		$12.2M Buy
42,361
+8,240
+24% +$2.1M 3.2% 4
2022
Q4 		$8.18M Buy
34,121
+163
+0.5% +$39.1K 2.44% 5
2022
Q3 		$7.91M Buy
33,958
+761
+2% +$201K 2.43% 5
2022
Q2 		$8.53M Buy
33,197
+366
+1% +$99.3K 2.66% 6
2022
Q1 		$10.1M Buy
32,831
+5,283
+19% +$1.59M 2.91% 5
2021
Q4 		$9.27M Buy
27,548
+686
+3% +$222K 2.9% 5
2021
Q3 		$7.57M Buy
26,862
+973
+4% +$283K 2.46% 5
2021
Q2 		$7.01M Sell
25,889
-894
-3% -$227K 2.43% 6
2021
Q1 		$6.32M Buy
26,783
+1,822
+7% +$423K 2.6% 5
2020
Q4 		$5.55M Buy
24,961
+973
+4% +$209K 2.53% 5
2020
Q3 		$5.04M Sell
23,988
-1,009
-4% -$212K 2.65% 6
2020
Q2 		$5.09M Buy
24,997
+1,321
+6% +$240K 3.09% 5
2020
Q1 		$3.73M Buy
23,676
+2,513
+12% +$413K 2.78% 8
2019
Q4 		$3.34M Hold
21,163
– – 1.83% 11
2019
Q3 		$2.94M Buy
21,163
+2,040
+11% +$281K 1.66% 12
2019
Q2 		$2.56M Buy
19,123
+2,256
+13% +$286K 1.59% 12
2019
Q1 		$1.99M Buy
16,867
+5,586
+50% +$609K 1.76% 11
2018
Q4 		$1.15M Buy
+11,281
New +$1.21M 1.21% 23

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 Hole Capital Partners's MSFT Position: Q1 2026 in Review

Jackson Hole Capital Partners increased its Microsoft (MSFT) stake by 3.7% in Q1 2026, buying an estimated $627K and bringing the position to 42,188 shares worth $15.6M. The position accounts for 2.58% of the portfolio, ranked #4.

Jackson Hole Capital Partners first reported a position in MSFT in Q4 2018 and has held it in 30 quarters since. The position peaked at $21.2M in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Jackson Hole Capital Partners held 42,188 shares of Microsoft worth $15.6M as of Q1 2026.
  • Jackson Hole Capital Partners bought 1,498 Microsoft shares in Q1 2026, an estimated $627K.
  • Microsoft made up 2.58% of Jackson Hole Capital Partners's portfolio in Q1 2026, its #4 holding.
  • Jackson Hole Capital Partners first reported a position in Microsoft in Q4 2018 and has held it in 30 quarters since.
  • Jackson Hole Capital Partners's Microsoft position peaked at $21.2M in Q3 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Jackson Hole Capital Partners's 13F filing for Q1 2026, filed 8 May 2026.