Jamison Private Wealth Management’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
Other funds holding MSFT
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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. 2,669 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.
- 2,669 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.