JM2 Capital
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JM2 Capital’s Microsoft MSFT Stock Holding History

JM2 Capital’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
Q3 		$6.13M Sell
11,960
-130
-1% -$60.1K 4.06% 6
2026
Q2 		$4.51M Buy
12,090
+288
+2% +$117K 3.1% 6
2026
Q1 		$4.37M Buy
11,802
+611
+5% +$256K 3.62% 5
2025
Q4 		$5.41M Buy
+11,191
New +$5.61M 4.35% 4

Other funds holding MSFT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

JM2 Capital's MSFT Position: Q3 2026 in Review

JM2 Capital reduced its Microsoft (MSFT) stake by 1.1% in Q3 2026, selling an estimated $60.1K and leaving 11,960 shares worth $6.13M. The position accounts for 4.06% of the portfolio, ranked #6.

JM2 Capital first reported a position in MSFT in Q4 2025 and has held it in 4 quarters since. 4,421 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • JM2 Capital held 11,960 shares of Microsoft worth $6.13M as of Q3 2026.
  • JM2 Capital sold 130 Microsoft shares in Q3 2026, an estimated $60.1K.
  • Microsoft made up 4.06% of JM2 Capital's portfolio in Q3 2026, its #6 holding.
  • JM2 Capital first reported a position in Microsoft in Q4 2025 and has held it in 4 quarters since.
  • 4,421 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on JM2 Capital's 13F filing for Q3 2026, filed 14 Oct 2026.