JDM Financial Group’s Microsoft MSFT Stock Holding History

JDM Financial Group’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	$270K	Buy	723 +88	+14%	+$35.6K	0.09%	56
2026 Q1	$235K	Buy	635 +106	+20%	+$44.4K	0.09%	57
2025 Q4	$256K	Sell	529 -224	-30%	-$112K	0.1%	57
2025 Q3	$390K	Buy	753 +23	+3%	+$11.7K	0.16%	44
2025 Q2	$363K	Hold	730	–	–	0.17%	44
2025 Q1	$274K	Buy	730 +31	+4%	+$12.6K	0.14%	47
2024 Q4	$295K	Sell	699 -85	-11%	-$36.2K	0.15%	43
2024 Q3	$337K	Buy	784 +84	+12%	+$35.9K	0.18%	39
2024 Q2	$313K	Buy	700 +9	+1%	+$3.8K	0.21%	36
2024 Q1	$291K	Hold	691	–	–	0.21%	37
2023 Q4	$260K	Hold	691	–	–	0.22%	32
2023 Q3	$218K	Sell	691 -7	-1%	-$2.31K	0.2%	33
2023 Q2	$238K	Buy	698 +1	+0.1%	+$313	0.21%	35
2023 Q1	$201K	Sell	697 -9	-1%	-$2.3K	0.19%	38
2022 Q4	$169K	Buy	+706	New	+$169K	0.16%	37

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JDM Financial Group's MSFT Position: Q2 2026 in Review

JDM Financial Group increased its Microsoft (MSFT) stake by 14% in Q2 2026, buying an estimated $35.6K and bringing the position to 723 shares worth $270K. The position accounts for 0.09% of the portfolio, ranked #56.

JDM Financial Group first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $390K in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

JDM Financial Group held 723 shares of Microsoft worth $270K as of Q2 2026.
JDM Financial Group bought 88 Microsoft shares in Q2 2026, an estimated $35.6K.
Microsoft made up 0.09% of JDM Financial Group's portfolio in Q2 2026, its #56 holding.
JDM Financial Group first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
JDM Financial Group's Microsoft position peaked at $390K in Q3 2025.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.