Janney Montgomery Scott’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$854M Buy
2,289,585
+51,099
+2% +$20.7M 1.65% 5
2026
Q1
$829M Buy
2,238,486
+129,431
+6% +$54.2M 2.05% 3
2025
Q4
$1.02B Sell
2,109,055
-4,749
-0.2% -$2.38M 2.34% 2
2025
Q3
$1.09B Buy
2,113,804
+4,304
+0.2% +$2.2M 2.59% 2
2025
Q2
$1.05B Buy
2,109,500
+21,374
+1% +$9.28M 2.74% 1
2025
Q1
$784M Sell
2,088,126
-8,085
-0.4% -$3.3M 2.22% 3
2024
Q4
$884M Buy
2,096,211
+15,607
+0.8% +$6.65M 2.45% 3
2024
Q3
$895M Buy
2,080,604
+10,555
+0.5% +$4.51M 2.5% 3
2024
Q2
$925M Sell
2,070,049
-6,143
-0.3% -$2.59M 2.82% 3
2024
Q1
$873M Sell
2,076,192
-8,993
-0.4% -$3.64M 2.6% 2
2023
Q4
$784M Buy
2,085,185
+16,650
+0.8% +$5.93M 2.54% 3
2023
Q3
$653M Buy
2,068,535
+6,712
+0.3% +$2.22M 2.43% 3
2023
Q2
$702M Sell
2,061,823
-24,915
-1% -$7.81M 2.45% 3
2023
Q1
$602M Sell
2,086,738
-7,879
-0.4% -$2.01M 2.46% 2
2022
Q4
$502M Buy
2,094,617
+18,785
+0.9% +$4.51M 1.96% 5
2022
Q3
$483M Buy
2,075,832
+78,515
+4% +$20.7M 2.07% 5
2022
Q2
$512M Buy
1,997,317
+54,046
+3% +$14.7M 2.31% 4
2022
Q1
$599M Buy
1,943,271
+6,751
+0.3% +$2.03M 2.56% 2
2021
Q4
$651M Buy
1,936,520
+3,840
+0.2% +$1.24M 2.53% 3
2021
Q3
$545M Buy
1,932,680
+59,734
+3% +$17.4M 2.33% 3
2021
Q2
$507M Buy
1,872,946
+33,478
+2% +$8.51M 2.24% 3
2021
Q1
$434M Buy
1,839,468
+22,239
+1% +$5.16M 2.11% 2
2020
Q4
$404M Buy
1,817,229
+67,310
+4% +$14.5M 1.95% 3
2020
Q3
$368M Buy
1,749,919
+66,820
+4% +$14M 2.1% 2
2020
Q2
$343M Buy
1,683,099
+55,699
+3% +$10.1M 2.16% 2
2020
Q1
$257M Buy
1,627,400
+35,078
+2% +$5.77M 2.03% 3
2019
Q4
$251M Buy
1,592,322
+17,196
+1% +$2.53M 1.65% 4
2019
Q3
$219M Sell
1,575,126
-7,950
-0.5% -$1.09M 1.59% 4
2019
Q2
$212M Buy
1,583,076
+44,489
+3% +$5.65M 1.63% 4
2019
Q1
$181M Buy
1,538,587
+50,426
+3% +$5.5M 1.49% 5
2018
Q4
$151M Sell
1,488,161
-24,173
-2% -$2.59M 1.46% 5
2018
Q3
$173M Buy
1,512,334
+43,357
+3% +$4.7M 1.49% 4
2018
Q2
$145M Buy
1,468,977
+17,836
+1% +$1.73M 1.39% 6
2018
Q1
$132M Buy
1,451,141
+36,944
+3% +$3.38M 1.33% 6
2017
Q4
$121M Buy
1,414,197
+20,813
+1% +$1.71M 1.26% 6
2017
Q3
$104M Buy
1,393,384
+17,145
+1% +$1.25M 1.18% 6
2017
Q2
$94.9M Buy
1,376,239
+20,738
+2% +$1.42M 1.18% 7
2017
Q1
$89.3M Buy
1,355,501
+95,338
+8% +$6.11M 1.19% 7
2016
Q4
$78.3M Buy
1,260,163
+76,393
+6% +$4.59M 1.18% 8
2016
Q3
$68.2M Sell
1,183,770
-1,198,648
-50% -$67.7M 1.2% 8
2016
Q2
$122M Buy
+2,382,418
New +$124M 2.49% 5
2016
Q1
Sell
-935,793
Closed -$51.9M 1366
2015
Q4
$51.9M Sell
935,793
-15,295
-2% -$805K 1.34% 3
2015
Q3
$42.1M Buy
951,088
+25,770
+3% +$1.16M 1.19% 4
2015
Q2
$40.9M Buy
925,318
+15,424
+2% +$704K 0.86% 5
2015
Q1
$37M Buy
909,894
+45,695
+5% +$1.99M 0.69% 8
2014
Q4
$40.1M Buy
864,199
+58,569
+7% +$2.75M 0.8% 7
2014
Q3
$37.3M Buy
805,630
+10,738
+1% +$479K 0.78% 8
2014
Q2
$33.1M Buy
794,892
+19,573
+3% +$792K 0.72% 9
2014
Q1
$31.8M Buy
775,319
+111,319
+17% +$4.18M 0.77% 8
2013
Q4
$24.8M Sell
664,000
-16,463
-2% -$598K 0.66% 14
2013
Q3
$22.6M Buy
680,463
+489,316
+256% +$16.1M 0.68% 15
2013
Q2
$6.6M Buy
+191,147
New +$6.26M 0.69% 24

Other funds holding MSFT

Janney Montgomery Scott's MSFT Position: Q2 2026 in Review

Janney Montgomery Scott increased its Microsoft (MSFT) stake by 2.3% in Q2 2026, buying an estimated $20.7M and bringing the position to 2,289,585 shares worth $854M. The position accounts for 1.65% of the portfolio, ranked #5.

Janney Montgomery Scott first reported a position in MSFT in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.09B in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Janney Montgomery Scott held 2,289,585 shares of Microsoft worth $854M as of Q2 2026.
  • Janney Montgomery Scott bought 51,099 Microsoft shares in Q2 2026, an estimated $20.7M.
  • Microsoft made up 1.65% of Janney Montgomery Scott's portfolio in Q2 2026, its #5 holding.
  • Janney Montgomery Scott first reported a position in Microsoft in Q2 2013 and has held it in 52 quarters since.
  • Janney Montgomery Scott's Microsoft position peaked at $1.09B in Q3 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.