Joel Isaacson & Co’s Microsoft MSFT Stock Holding History

Joel Isaacson & Co’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	$37.3K	Buy	+100	New	+$40.5K	﹤0.01%	479

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

Joel Isaacson & Co's MSFT Position: Q2 2026 in Review

Joel Isaacson & Co increased its Microsoft (MSFT) stake by 0.37% in Q2 2026, buying an estimated $179K and bringing the position to 119,369 shares worth $44.5M. The position accounts for 1.29% of the portfolio, ranked #17.

Joel Isaacson & Co first reported a position in MSFT in Q2 2013 and has held it in 53 quarters since. The position peaked at $57M in Q4 2025. 6,188 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Joel Isaacson & Co held 119,369 shares of Microsoft worth $44.5M as of Q2 2026.
Joel Isaacson & Co bought 443 Microsoft shares in Q2 2026, an estimated $179K.
Microsoft made up 1.29% of Joel Isaacson & Co's portfolio in Q2 2026, its #17 holding.
Joel Isaacson & Co first reported a position in Microsoft in Q2 2013 and has held it in 53 quarters since.
Joel Isaacson & Co's Microsoft position peaked at $57M in Q4 2025.
6,188 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.