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Jessup Wealth Management’s Microsoft MSFT Stock Holding History

Jessup Wealth Management’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
Q2 		$13.5M Buy
36,083
+6,037
+20% +$2.44M 4.01% 8
2026
Q1 		$11.1M Buy
30,046
+21,752
+262% +$9.1M 4.06% 7
2025
Q4 		$4.01M Buy
8,294
+144
+2% +$72.2K 1.33% 22
2025
Q3 		$4.22M Sell
8,150
-156
-2% -$79.6K 1.57% 19
2025
Q2 		$4.13M Sell
8,306
-39
-0.5% -$16.9K 1.66% 21
2025
Q1 		$3.13M Buy
8,345
+1,384
+20% +$564K 1.32% 24
2024
Q4 		$2.93M Buy
6,961
+277
+4% +$118K 1.25% 21
2024
Q3 		$2.88M Sell
6,684
-378
-5% -$162K 1.32% 20
2024
Q2 		$3.16M Sell
7,062
-141
-2% -$59.5K 1.35% 25
2024
Q1 		$3.03M Buy
7,203
+268
+4% +$108K 1.3% 28
2023
Q4 		$2.61M Sell
6,935
-19
-0.3% -$6.76K 1.3% 24
2023
Q3 		$2.2M Sell
6,954
-1,993
-22% -$659K 1.27% 24
2023
Q2 		$3.05M Sell
8,947
-169
-2% -$53K 1.63% 20
2023
Q1 		$2.63M Buy
9,116
+597
+7% +$152K 1.56% 19
2022
Q4 		$2.04M Buy
+8,519
New +$2.04M 1.3% 25

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jessup Wealth Management's MSFT Position: Q2 2026 in Review

Jessup Wealth Management increased its Microsoft (MSFT) stake by 20% in Q2 2026, buying an estimated $2.44M and bringing the position to 36,083 shares worth $13.5M. The position accounts for 4.01% of the portfolio, ranked #8.

Jessup Wealth Management first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. 6,220 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Jessup Wealth Management held 36,083 shares of Microsoft worth $13.5M as of Q2 2026.
  • Jessup Wealth Management bought 6,037 Microsoft shares in Q2 2026, an estimated $2.44M.
  • Microsoft made up 4.01% of Jessup Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Jessup Wealth Management first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • 6,220 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Jessup Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.