Jeter Robert S II’s Microsoft MSFT Stock Holding History

Jeter Robert S II’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	$2.31M	Buy	6,009 +1,120	+23%	+$453K	2.22%	15
2026 Q1	$2.03M	Buy	+4,889	New	+$2.05M	2.02%	15

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

Jeter Robert S II's MSFT Position: Q2 2026 in Review

Jeter Robert S II increased its Microsoft (MSFT) stake by 23% in Q2 2026, buying an estimated $453K and bringing the position to 6,009 shares worth $2.31M. The position accounts for 2.22% of the portfolio, ranked #15.

Jeter Robert S II first reported a position in MSFT in Q1 2026 and has held it in 2 quarters since. 6,178 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Jeter Robert S II held 6,009 shares of Microsoft worth $2.31M as of Q2 2026.
Jeter Robert S II bought 1,120 Microsoft shares in Q2 2026, an estimated $453K.
Microsoft made up 2.22% of Jeter Robert S II's portfolio in Q2 2026, its #15 holding.
Jeter Robert S II first reported a position in Microsoft in Q1 2026 and has held it in 2 quarters since.
6,178 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Jeter Robert S II's 13F filing for Q2 2026, filed 14 Jul 2026.