Jacobs Equity’s Microsoft MSFT Stock Holding History

Jacobs Equity’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	$673K	Buy	1,805 +566	+46%	+$229K	0.47%	61
2026 Q1	$459K	Buy	1,239 +16	+1%	+$6.7K	0.41%	63
2025 Q4	$592K	Buy	+1,223	New	+$613K	0.57%	53

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jacobs Equity's MSFT Position: Q2 2026 in Review

Jacobs Equity increased its Microsoft (MSFT) stake by 46% in Q2 2026, buying an estimated $229K and bringing the position to 1,805 shares worth $673K. The position accounts for 0.47% of the portfolio, ranked #61.

Jacobs Equity first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. 6,208 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Jacobs Equity held 1,805 shares of Microsoft worth $673K as of Q2 2026.
Jacobs Equity bought 566 Microsoft shares in Q2 2026, an estimated $229K.
Microsoft made up 0.47% of Jacobs Equity's portfolio in Q2 2026, its #61 holding.
Jacobs Equity first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
6,208 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Jacobs Equity's 13F filing for Q2 2026, filed 17 Aug 2026.