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Jericho Financial’s Microsoft MSFT Stock Holding History

Jericho Financial’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 		$7.46M Buy
20,164
+3,059
+18% +$1.28M 4.71% 6
2025
Q4 		$8.27M Buy
17,105
+403
+2% +$202K 4.98% 6
2025
Q3 		$8.65M Buy
16,702
+10
+0.1% +$5.1K 5.25% 4
2025
Q2 		$8.3M Sell
16,692
-255
-2% -$111K 5.48% 2
2025
Q1 		$6.36M Buy
16,947
+2,068
+14% +$843K 4.62% 5
2024
Q4 		$6.27M Buy
+14,879
New +$6.34M 4.54% 10

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

Jericho Financial's MSFT Position: Q1 2026 in Review

Jericho Financial increased its Microsoft (MSFT) stake by 18% in Q1 2026, buying an estimated $1.28M and bringing the position to 20,164 shares worth $7.46M. The position accounts for 4.71% of the portfolio, ranked #6.

Jericho Financial first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.65M in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Jericho Financial held 20,164 shares of Microsoft worth $7.46M as of Q1 2026.
  • Jericho Financial bought 3,059 Microsoft shares in Q1 2026, an estimated $1.28M.
  • Microsoft made up 4.71% of Jericho Financial's portfolio in Q1 2026, its #6 holding.
  • Jericho Financial first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • Jericho Financial's Microsoft position peaked at $8.65M in Q3 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Jericho Financial's 13F filing for Q1 2026, filed 29 Apr 2026.