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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JDM Financial Group's MSFT Position: Q1 2026 in Review

JDM Financial Group increased its Microsoft (MSFT) stake by 20% in Q1 2026, buying an estimated $44.4K and bringing the position to 635 shares worth $235K. The position accounts for 0.09% of the portfolio, ranked #57.

JDM Financial Group first reported a position in MSFT in Q4 2022 and has held it in 14 quarters since. The position peaked at $390K in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

JDM Financial Group held 635 shares of Microsoft worth $235K as of Q1 2026.
JDM Financial Group bought 106 Microsoft shares in Q1 2026, an estimated $44.4K.
Microsoft made up 0.09% of JDM Financial Group's portfolio in Q1 2026, its #57 holding.
JDM Financial Group first reported a position in Microsoft in Q4 2022 and has held it in 14 quarters since.
JDM Financial Group's Microsoft position peaked at $390K in Q3 2025.
6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on JDM Financial Group's 13F filing for Q1 2026, filed 21 May 2026.