James Reed Financial Services’s Microsoft MSFT Stock Holding History

James Reed Financial Services’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	$1.68M	Hold	3,275	–	–	1.27%	7
2026 Q2	$1.22M	Hold	3,275	–	–	0.93%	8
2026 Q1	$1.21M	Sell	3,275 -15	-0.5%	-$6.28K	1.05%	7
2025 Q4	$1.59M	Buy	3,290 +54	+2%	+$27.1K	1.28%	7
2025 Q3	$1.68M	Buy	3,236 +35	+1%	+$17.9K	1.5%	6
2025 Q2	$1.59M	Buy	3,201 +40	+1%	+$17.4K	1.44%	6
2025 Q1	$1.19M	Sell	3,161 -12	-0.4%	-$4.89K	1.32%	6
2024 Q4	$1.34M	Buy	+3,173	New	+$1.35M	1.4%	6
2022 Q3	$617K	Buy	2,653 +166	+7%	+$43.8K	0.92%	7
2022 Q2	$638K	Hold	2,487	–	–	0.88%	7
2022 Q1	$766K	Hold	2,487	–	–	0.87%	8
2021 Q4	$836K	Buy	+2,487	New	+$806K	0.79%	10

Other funds holding MSFT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

James Reed Financial Services's MSFT Position: Q3 2026 in Review

James Reed Financial Services held its Microsoft (MSFT) position steady in Q3 2026 at 3,275 shares worth $1.68M. The position accounts for 1.27% of the portfolio, ranked #7.

James Reed Financial Services first reported a position in MSFT in Q4 2021 and has held it in 12 quarters since. 3,917 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

James Reed Financial Services held 3,275 shares of Microsoft worth $1.68M as of Q3 2026.
James Reed Financial Services left its Microsoft share count unchanged in Q3 2026.
Microsoft made up 1.27% of James Reed Financial Services's portfolio in Q3 2026, its #7 holding.
James Reed Financial Services first reported a position in Microsoft in Q4 2021 and has held it in 12 quarters since.
3,917 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on James Reed Financial Services's 13F filing for Q3 2026, filed 26 Oct 2026.