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JBF Capital’s Microsoft MSFT Stock Holding History

JBF Capital’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
2025
Q1 		– Sell
-1,000
Closed -$460K – 73
2024
Q4 		$460K Buy
+1,000
New +$426K 0.08% 49
2021
Q1 		– Sell
-830
Closed -$42K – 97
2020
Q4 		$42K Hold
830
– – 0.01% 51
2020
Q3 		$242K Sell
830
-250
-23% -$52.5K 0.04% 43
2020
Q2 		$680K Buy
1,080
+80
+8% +$14.5K 0.11% 32
2020
Q1 		$1.98M Buy
+1,000
New +$164K 0.38% 16

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JBF Capital's MSFT Position: Q2 2026 in Review

JBF Capital held its Microsoft (MSFT) position steady in Q2 2026 at 169,730 shares worth $63.3M. The position accounts for 8.29% of the portfolio, ranked #3.

JBF Capital first reported a position in MSFT in Q1 2014 and has held it in 45 quarters since. The position peaked at $92.7M in Q3 2025. 6,220 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • JBF Capital held 169,730 shares of Microsoft worth $63.3M as of Q2 2026.
  • JBF Capital left its Microsoft share count unchanged in Q2 2026.
  • Microsoft made up 8.29% of JBF Capital's portfolio in Q2 2026, its #3 holding.
  • JBF Capital first reported a position in Microsoft in Q1 2014 and has held it in 45 quarters since.
  • JBF Capital's Microsoft position peaked at $92.7M in Q3 2025.
  • 6,220 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on JBF Capital's 13F filing for Q2 2026, filed 13 Aug 2026.