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JBGlobal.com’s Microsoft MSFT Stock Holding History

JBGlobal.com’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
Q3 		$561K Sell
1,094
-371
-25% -$172K 0.5% 18
2026
Q2 		$547K Buy
1,465
+733
+100% +$297K 0.48% 17
2026
Q1 		$271K Hold
732
– – 0.27% 22
2025
Q4 		$354K Hold
732
– – 0.45% 11
2025
Q3 		$379K Hold
732
– – 0.39% 20
2025
Q2 		$364K Hold
732
– – 0.38% 20
2025
Q1 		$275K Hold
732
– – 0.29% 30
2024
Q4 		$309K Buy
+732
New +$312K 0.33% 26

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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

JBGlobal.com's MSFT Position: Q3 2026 in Review

JBGlobal.com reduced its Microsoft (MSFT) stake by 25% in Q3 2026, selling an estimated $172K and leaving 1,094 shares worth $561K. The position accounts for 0.5% of the portfolio, ranked #18.

JBGlobal.com first reported a position in MSFT in Q4 2024 and has held it in 8 quarters since. 1,157 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • JBGlobal.com held 1,094 shares of Microsoft worth $561K as of Q3 2026.
  • JBGlobal.com sold 371 Microsoft shares in Q3 2026, an estimated $172K.
  • Microsoft made up 0.5% of JBGlobal.com's portfolio in Q3 2026, its #18 holding.
  • JBGlobal.com first reported a position in Microsoft in Q4 2024 and has held it in 8 quarters since.
  • 1,157 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on JBGlobal.com's 13F filing for Q3 2026, filed 13 Oct 2026.