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JMN Financial’s Microsoft MSFT Stock Holding History

JMN Financial’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 		$2.57M Buy
6,896
+242
+4% +$97.9K 2% 8
2026
Q1 		$2.46M Sell
6,654
-943
-12% -$395K 2.42% 5
2025
Q4 		$3.67M Buy
+7,597
New +$3.81M 3.66% 4

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JMN Financial's MSFT Position: Q2 2026 in Review

JMN Financial increased its Microsoft (MSFT) stake by 3.6% in Q2 2026, buying an estimated $97.9K and bringing the position to 6,896 shares worth $2.57M. The position accounts for 2% of the portfolio, ranked #8.

JMN Financial first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.67M in Q4 2025. 5,957 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • JMN Financial held 6,896 shares of Microsoft worth $2.57M as of Q2 2026.
  • JMN Financial bought 242 Microsoft shares in Q2 2026, an estimated $97.9K.
  • Microsoft made up 2% of JMN Financial's portfolio in Q2 2026, its #8 holding.
  • JMN Financial first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • JMN Financial's Microsoft position peaked at $3.67M in Q4 2025.
  • 5,957 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on JMN Financial's 13F filing for Q2 2026, filed 10 Aug 2026.