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 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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

James Reed Financial Services's MSFT Position: Q2 2026 in Review

James Reed Financial Services held its Microsoft (MSFT) position steady in Q2 2026 at 3,275 shares worth $1.22M. The position accounts for 0.93% of the portfolio, ranked #8.

James Reed Financial Services first reported a position in MSFT in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.68M in Q3 2025. 2,543 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

James Reed Financial Services held 3,275 shares of Microsoft worth $1.22M as of Q2 2026.
James Reed Financial Services left its Microsoft share count unchanged in Q2 2026.
Microsoft made up 0.93% of James Reed Financial Services's portfolio in Q2 2026, its #8 holding.
James Reed Financial Services first reported a position in Microsoft in Q4 2021 and has held it in 11 quarters since.
James Reed Financial Services's Microsoft position peaked at $1.68M in Q3 2025.
2,543 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on James Reed Financial Services's 13F filing for Q2 2026, filed 16 Jul 2026.