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 $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

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.