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
2021 Q4	–	Sell	-3,600	Closed	-$1.01M	–	240
2021 Q3	$1.01M	Buy	+3,600	New	+$1.05M	0.33%	77
2021 Q2	–	Sell	-1,500	Closed	-$354K	–	251
2021 Q1	$354K	Buy	+1,500	New	+$348K	0.15%	126
2020 Q3	–	Sell	-5,200	Closed	-$1.06M	–	187
2020 Q2	$1.06M	Buy	+5,200	New	+$944K	0.64%	53
2019 Q3	–	Sell	-2,600	Closed	-$348K	–	208
2019 Q2	$348K	Buy	+2,600	New	+$330K	0.22%	109
2019 Q1	–	Sell	-3,000	Closed	-$305K	–	157
2018 Q4	$305K	Buy	+3,000	New	+$321K	0.32%	95

Other funds holding MSFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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.