Jamison Private Wealth Management’s Microsoft MSFT Stock Holding History

Jamison Private 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	$35M	Buy	68,288 +627	+0.9%	+$290K	3.55%	3
2026 Q2	$25.2M	Buy	67,661 +3,183	+5%	+$1.29M	2.55%	6
2026 Q1	$23.9M	Buy	64,478 +397	+0.6%	+$166K	2.9%	3
2025 Q4	$31M	Sell	64,081 -109	-0.2%	-$54.6K	3.77%	3
2025 Q3	$33.2M	Sell	64,190 -145	-0.2%	-$74K	4.21%	3
2025 Q2	$32M	Buy	64,335 +102	+0.2%	+$44.3K	4.59%	1
2025 Q1	$24.1M	Sell	64,233 -623	-1%	-$254K	3.67%	2
2024 Q4	$27.3M	Buy	64,856 +238	+0.4%	+$101K	4.04%	2
2024 Q3	$27.8M	Buy	64,618 +817	+1%	+$349K	4.23%	1
2024 Q2	$28.5M	Sell	63,801 -756	-1%	-$319K	4.74%	1
2024 Q1	$27.2M	Buy	64,557 +280	+0.4%	+$113K	4.59%	1
2023 Q4	$24.2M	Sell	64,277 -268	-0.4%	-$95.4K	4.53%	2
2023 Q3	$20.4M	Buy	+64,545	New	+$21.3M	4.21%	2

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

Jamison Private Wealth Management's MSFT Position: Q3 2026 in Review

Jamison Private Wealth Management increased its Microsoft (MSFT) stake by 0.93% in Q3 2026, buying an estimated $290K and bringing the position to 68,288 shares worth $35M. The position accounts for 3.55% of the portfolio, ranked #3.

Jamison Private Wealth Management first reported a position in MSFT in Q3 2023 and has held it in 13 quarters since. 3,919 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

Jamison Private Wealth Management held 68,288 shares of Microsoft worth $35M as of Q3 2026.
Jamison Private Wealth Management bought 627 Microsoft shares in Q3 2026, an estimated $290K.
Microsoft made up 3.55% of Jamison Private Wealth Management's portfolio in Q3 2026, its #3 holding.
Jamison Private Wealth Management first reported a position in Microsoft in Q3 2023 and has held it in 13 quarters since.
3,919 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Jamison Private Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.