JBR Co Financial Management’s Microsoft MSFT Stock Holding History

JBR Co Financial Management’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	$1.48M	Buy	3,967 +223	+6%	+$90.2K	0.54%	41
2026 Q1	$1.81M	Hold	3,744	–	–	0.76%	35
2025 Q4	$1.81M	Sell	3,744 -82	-2%	-$41.1K	0.76%	35
2025 Q3	$1.98M	Sell	3,826 -3	-0.1%	-$1.53K	0.84%	31
2025 Q2	$1.9M	Sell	3,829 -65	-2%	-$28.2K	0.94%	30
2025 Q1	$1.46M	Buy	3,894 +478	+14%	+$195K	0.86%	34
2024 Q4	$1.44M	Buy	3,416 +248	+8%	+$106K	0.88%	31
2024 Q3	$1.36M	Buy	3,168 +150	+5%	+$64.1K	0.89%	28
2024 Q2	$1.35M	Buy	3,018 +120	+4%	+$50.7K	0.95%	25
2024 Q1	$1.22M	Sell	2,898 -10	-0.3%	-$4.05K	0.97%	28
2023 Q4	$1.09M	Buy	+2,908	New	+$1.04M	1.03%	27

Other funds holding MSFT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

JBR Co Financial Management's MSFT Position: Q2 2026 in Review

JBR Co Financial Management increased its Microsoft (MSFT) stake by 6% in Q2 2026, buying an estimated $90.2K and bringing the position to 3,967 shares worth $1.48M. The position accounts for 0.54% of the portfolio, ranked #41.

JBR Co Financial Management first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.98M in Q3 2025. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

JBR Co Financial Management held 3,967 shares of Microsoft worth $1.48M as of Q2 2026.
JBR Co Financial Management bought 223 Microsoft shares in Q2 2026, an estimated $90.2K.
Microsoft made up 0.54% of JBR Co Financial Management's portfolio in Q2 2026, its #41 holding.
JBR Co Financial Management first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
JBR Co Financial Management's Microsoft position peaked at $1.98M in Q3 2025.
2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on JBR Co Financial Management's 13F filing for Q2 2026, filed 9 Jul 2026.