Jacksonville Wealth Management
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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
Q3 		$2.71M Buy
5,280
+283
+6% +$131K 1.42% 18
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Jacksonville Wealth Management's MSFT Position: Q3 2026 in Review

Jacksonville Wealth Management increased its Microsoft (MSFT) stake by 5.7% in Q3 2026, buying an estimated $131K and bringing the position to 5,280 shares worth $2.71M. The position accounts for 1.42% of the portfolio, ranked #18.

Jacksonville Wealth Management first reported a position in MSFT in Q4 2024 and has held it in 8 quarters since. 3,489 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Jacksonville Wealth Management held 5,280 shares of Microsoft worth $2.71M as of Q3 2026.
  • Jacksonville Wealth Management bought 283 Microsoft shares in Q3 2026, an estimated $131K.
  • Microsoft made up 1.42% of Jacksonville Wealth Management's portfolio in Q3 2026, its #18 holding.
  • Jacksonville Wealth Management first reported a position in Microsoft in Q4 2024 and has held it in 8 quarters since.
  • 3,489 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Jacksonville Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.