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	-84,100	Closed	-$41.8M	–	1595
2025 Q2	$41.8M	Buy	+84,100	New	+$36.5M	0.35%	54
2025 Q1	–	Sell	-470,000	Closed	-$198M	–	1863
2024 Q4	$198M	Buy	+470,000	New	+$200M	1.19%	12
2024 Q1	–	Sell	-37,500	Closed	-$14.1M	–	1871
2023 Q4	$14.1M	Sell	37,500 -3,300	-8%	-$1.17M	0.09%	161
2023 Q3	$12.9M	Sell	40,800 -21,500	-35%	-$7.1M	0.12%	138
2023 Q2	$21.2M	Sell	62,300 -50,700	-45%	-$15.9M	0.19%	97
2023 Q1	$32.6M	Sell	113,000 -97,600	-46%	-$24.9M	0.26%	64
2022 Q4	$50.5M	Buy	+210,600	New	+$50.5M	0.35%	40

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

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

Jefferies Financial Group increased its Microsoft (MSFT) stake by 969% in Q2 2026, buying an estimated $46.1M and bringing the position to 125,660 shares worth $46.9M. The position accounts for 0.31% of the portfolio, ranked #65.

Jefferies Financial Group first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $266M in Q4 2024. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Jefferies Financial Group held 125,660 shares of Microsoft worth $46.9M as of Q2 2026.
Jefferies Financial Group bought 113,901 Microsoft shares in Q2 2026, an estimated $46.1M.
Microsoft made up 0.31% of Jefferies Financial Group's portfolio in Q2 2026, its #65 holding.
Jefferies Financial Group first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
Jefferies Financial Group's Microsoft position peaked at $266M in Q4 2024.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.