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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
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

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

JBGlobal.com's MSFT Position: Q2 2026 in Review

JBGlobal.com increased its Microsoft (MSFT) stake by 100% in Q2 2026, buying an estimated $297K and bringing the position to 1,465 shares worth $547K. The position accounts for 0.48% of the portfolio, ranked #17.

JBGlobal.com first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • JBGlobal.com held 1,465 shares of Microsoft worth $547K as of Q2 2026.
  • JBGlobal.com bought 733 Microsoft shares in Q2 2026, an estimated $297K.
  • Microsoft made up 0.48% of JBGlobal.com's portfolio in Q2 2026, its #17 holding.
  • JBGlobal.com first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on JBGlobal.com's 13F filing for Q2 2026, filed 7 Jul 2026.