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 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

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

ATO

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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

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

Jamison Private Wealth Management's MSFT Position: Q2 2026 in Review

Jamison Private Wealth Management increased its Microsoft (MSFT) stake by 4.9% in Q2 2026, buying an estimated $1.29M and bringing the position to 67,661 shares worth $25.2M. The position accounts for 2.55% of the portfolio, ranked #6.

Jamison Private Wealth Management first reported a position in MSFT in Q3 2023 and has held it in 12 quarters since. The position peaked at $33.2M in Q3 2025. 2,623 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Jamison Private Wealth Management held 67,661 shares of Microsoft worth $25.2M as of Q2 2026.
Jamison Private Wealth Management bought 3,183 Microsoft shares in Q2 2026, an estimated $1.29M.
Microsoft made up 2.55% of Jamison Private Wealth Management's portfolio in Q2 2026, its #6 holding.
Jamison Private Wealth Management first reported a position in Microsoft in Q3 2023 and has held it in 12 quarters since.
Jamison Private Wealth Management's Microsoft position peaked at $33.2M in Q3 2025.
2,623 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.