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Jacksonville Wealth Management’s Microsoft MSFT Stock Holding History

Jacksonville 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
Q2 		$1.86M Sell
4,997
-157
-3% -$63.5K 1.05% 23
2026
Q1 		$1.91M Buy
5,154
+51
+1% +$21.3K 1.29% 19
2025
Q4 		$2.47M Sell
5,103
-35
-0.7% -$17.5K 1.75% 14
2025
Q3 		$2.66M Sell
5,138
-91
-2% -$46.4K 1.95% 12
2025
Q2 		$2.6M Buy
5,229
+219
+4% +$95.1K 2.09% 14
2025
Q1 		$1.88M Sell
5,010
-50
-1% -$20.4K 1.85% 17
2024
Q4 		$2.13M Buy
+5,060
New +$2.16M 1.99% 14

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

Jacksonville Wealth Management's MSFT Position: Q2 2026 in Review

Jacksonville Wealth Management reduced its Microsoft (MSFT) stake by 3% in Q2 2026, selling an estimated $63.5K and leaving 4,997 shares worth $1.86M. The position accounts for 1.05% of the portfolio, ranked #23.

Jacksonville Wealth Management first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.66M in Q3 2025. 6,237 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Jacksonville Wealth Management held 4,997 shares of Microsoft worth $1.86M as of Q2 2026.
  • Jacksonville Wealth Management sold 157 Microsoft shares in Q2 2026, an estimated $63.5K.
  • Microsoft made up 1.05% of Jacksonville Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Jacksonville Wealth Management first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Jacksonville Wealth Management's Microsoft position peaked at $2.66M in Q3 2025.
  • 6,237 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Jacksonville Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.