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Jim Saulnier & Associates’s Microsoft MSFT Stock Holding History

Jim Saulnier & Associates’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 		$695K Buy
1,879
+39
+2% +$16.3K 0.34% 65
2025
Q4 		$890K Sell
1,840
-137
-7% -$68.7K 0.46% 54
2025
Q3 		$1.02M Buy
1,977
+197
+11% +$100K 0.57% 44
2025
Q2 		$885K Buy
1,780
+66
+4% +$28.7K 0.6% 43
2025
Q1 		$644K Buy
1,714
+462
+37% +$188K 0.5% 46
2024
Q4 		$528K Buy
1,252
+2
+0.2% +$852 0.46% 47
2024
Q3 		$538K Buy
+1,250
New +$534K 0.53% 37

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

Jim Saulnier & Associates's MSFT Position: Q1 2026 in Review

Jim Saulnier & Associates increased its Microsoft (MSFT) stake by 2.1% in Q1 2026, buying an estimated $16.3K and bringing the position to 1,879 shares worth $695K. The position accounts for 0.34% of the portfolio, ranked #65.

Jim Saulnier & Associates first reported a position in MSFT in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.02M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Jim Saulnier & Associates held 1,879 shares of Microsoft worth $695K as of Q1 2026.
  • Jim Saulnier & Associates bought 39 Microsoft shares in Q1 2026, an estimated $16.3K.
  • Microsoft made up 0.34% of Jim Saulnier & Associates's portfolio in Q1 2026, its #65 holding.
  • Jim Saulnier & Associates first reported a position in Microsoft in Q3 2024 and has held it in 7 quarters since.
  • Jim Saulnier & Associates's Microsoft position peaked at $1.02M in Q3 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Jim Saulnier & Associates's 13F filing for Q1 2026, filed 22 Apr 2026.