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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
Q2 		$676K Sell
1,811
-68
-4% -$27.5K 0.27% 69
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 $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

Jim Saulnier & Associates's MSFT Position: Q2 2026 in Review

Jim Saulnier & Associates reduced its Microsoft (MSFT) stake by 3.6% in Q2 2026, selling an estimated $27.5K and leaving 1,811 shares worth $676K. The position accounts for 0.27% of the portfolio, ranked #69.

Jim Saulnier & Associates first reported a position in MSFT in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.02M in Q3 2025. 6,232 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Jim Saulnier & Associates held 1,811 shares of Microsoft worth $676K as of Q2 2026.
  • Jim Saulnier & Associates sold 68 Microsoft shares in Q2 2026, an estimated $27.5K.
  • Microsoft made up 0.27% of Jim Saulnier & Associates's portfolio in Q2 2026, its #69 holding.
  • Jim Saulnier & Associates first reported a position in Microsoft in Q3 2024 and has held it in 8 quarters since.
  • Jim Saulnier & Associates's Microsoft position peaked at $1.02M in Q3 2025.
  • 6,232 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Jim Saulnier & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.