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Jefferies Financial Group’s Microsoft MSFT Stock Holding History

Jefferies 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
2025
Q3 		– Sell
-96,000
Closed -$47.8M – 1594
2025
Q2 		$47.8M Buy
+96,000
New +$41.7M 0.4% 40
2023
Q4 		– Sell
-12,500
Closed -$3.95M – 1888
2023
Q3 		$3.95M Sell
12,500
-106,800
-90% -$35.3M 0.04% 404
2023
Q2 		$40.6M Sell
119,300
-140,700
-54% -$44.1M 0.36% 43
2023
Q1 		$75M Buy
260,000
+234,000
+900% +$59.7M 0.61% 21
2022
Q4 		$6.24M Buy
+26,000
New +$6.24M 0.04% 337

Other funds holding MSFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Jefferies Financial Group reduced its Microsoft (MSFT) stake by 96% in Q1 2026, selling an estimated $110M and leaving 11,759 shares worth $4.35M. The position accounts for 0.03% of the portfolio, ranked #381.

Jefferies Financial Group first reported a position in MSFT in Q4 2022 and has held it in 14 quarters since. The position peaked at $266M in Q4 2024. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Jefferies Financial Group held 11,759 shares of Microsoft worth $4.35M as of Q1 2026.
  • Jefferies Financial Group sold 262,889 Microsoft shares in Q1 2026, an estimated $110M.
  • Microsoft made up 0.03% of Jefferies Financial Group's portfolio in Q1 2026, its #381 holding.
  • Jefferies Financial Group first reported a position in Microsoft in Q4 2022 and has held it in 14 quarters since.
  • Jefferies Financial Group's Microsoft position peaked at $266M in Q4 2024.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.