JTWM
MSFT icon

Jackson Thornton Wealth Management’s Microsoft MSFT Stock Holding History

Jackson Thornton Wealth 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
Q1 		$4.15M Buy
11,200
+2,967
+36% +$1.24M 0.37% 28
2025
Q4 		$3.94M Sell
8,233
-1,369
-14% -$686K 0.37% 25
2025
Q3 		$5.04M Buy
9,602
+3,072
+47% +$1.57M 0.51% 24
2025
Q2 		$3.24M Buy
6,530
+118
+2% +$51.2K 0.37% 27
2025
Q1 		$2.36M Sell
6,412
-218
-3% -$88.9K 0.31% 27
2024
Q4 		$2.79M Buy
6,630
+2,004
+43% +$854K 0.35% 23
2024
Q3 		$1.99M Sell
4,626
-56
-1% -$23.9K 0.26% 25
2024
Q2 		$2.09M Hold
4,682
– – 0.32% 24
2024
Q1 		$1.97M Sell
4,682
-31
-0.7% -$12.5K 0.33% 19
2023
Q4 		$1.77M Buy
4,713
+104
+2% +$37K 0.33% 20
2023
Q3 		$1.46M Buy
4,609
+227
+5% +$75K 0.3% 17
2023
Q2 		$1.49M Buy
4,382
+1,159
+36% +$363K 0.3% 17
2023
Q1 		$929K Buy
3,223
+433
+16% +$110K 0.21% 17
2022
Q4 		$669K Buy
2,790
+666
+31% +$160K 0.16% 16
2022
Q3 		$495K Sell
2,124
-653
-24% -$172K 0.13% 20
2022
Q2 		$713K Buy
2,777
+171
+7% +$46.4K 0.2% 13
2022
Q1 		$803K Buy
+2,606
New +$784K 0.21% 10

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 Thornton Wealth Management's MSFT Position: Q1 2026 in Review

Jackson Thornton Wealth Management increased its Microsoft (MSFT) stake by 36% in Q1 2026, buying an estimated $1.24M and bringing the position to 11,200 shares worth $4.15M. The position accounts for 0.37% of the portfolio, ranked #28.

Jackson Thornton Wealth Management first reported a position in MSFT in Q1 2022 and has held it in 17 quarters since. The position peaked at $5.04M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Jackson Thornton Wealth Management held 11,200 shares of Microsoft worth $4.15M as of Q1 2026.
  • Jackson Thornton Wealth Management bought 2,967 Microsoft shares in Q1 2026, an estimated $1.24M.
  • Microsoft made up 0.37% of Jackson Thornton Wealth Management's portfolio in Q1 2026, its #28 holding.
  • Jackson Thornton Wealth Management first reported a position in Microsoft in Q1 2022 and has held it in 17 quarters since.
  • Jackson Thornton Wealth Management's Microsoft position peaked at $5.04M in Q3 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.