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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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JBF Capital's MSFT Position: Q1 2026 in Review

JBF Capital held its Microsoft (MSFT) position steady in Q1 2026 at 169,730 shares worth $62.8M. The position accounts for 9.29% of the portfolio, ranked #2.

JBF Capital first reported a position in MSFT in Q1 2014 and has held it in 44 quarters since. The position peaked at $92.7M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • JBF Capital held 169,730 shares of Microsoft worth $62.8M as of Q1 2026.
  • JBF Capital left its Microsoft share count unchanged in Q1 2026.
  • Microsoft made up 9.29% of JBF Capital's portfolio in Q1 2026, its #2 holding.
  • JBF Capital first reported a position in Microsoft in Q1 2014 and has held it in 44 quarters since.
  • JBF Capital's Microsoft position peaked at $92.7M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on JBF Capital's 13F filing for Q1 2026, filed 8 May 2026.