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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
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 $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

Jessup Wealth Management's MSFT Position: Q1 2026 in Review

Jessup Wealth Management increased its Microsoft (MSFT) stake by 262% in Q1 2026, buying an estimated $9.1M and bringing the position to 30,046 shares worth $11.1M. The position accounts for 4.06% of the portfolio, ranked #7.

Jessup Wealth Management first reported a position in MSFT in Q4 2022 and has held it in 14 quarters since. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Jessup Wealth Management held 30,046 shares of Microsoft worth $11.1M as of Q1 2026.
  • Jessup Wealth Management bought 21,752 Microsoft shares in Q1 2026, an estimated $9.1M.
  • Microsoft made up 4.06% of Jessup Wealth Management's portfolio in Q1 2026, its #7 holding.
  • Jessup Wealth Management first reported a position in Microsoft in Q4 2022 and has held it in 14 quarters since.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Jessup Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.