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Jones Road Capital Management’s Microsoft MSFT Stock Holding History

Jones Road Capital Management’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 		– Sell
-1,700
Closed -$629K – 28
2026
Q1 		$629K Sell
1,700
-1,200
-41% -$502K 1.14% 12
2025
Q4 		$1.4M Hold
2,900
– – 0.91% 18
2025
Q3 		$1.5M Sell
2,900
-200
-6% -$102K 0.89% 14
2025
Q2 		$1.54M Sell
3,100
-900
-23% -$391K 0.65% 22
2025
Q1 		$1.5M Buy
+4,000
New +$1.63M 0.94% 18

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

Jones Road Capital Management's MSFT Position: Q2 2026 in Review

Jones Road Capital Management sold out of Microsoft (MSFT) in Q2 2026, closing a stake of 1,700 shares — an estimated $629K sold.

Jones Road Capital Management first reported a position in MSFT in Q1 2025 and held it in 5 quarters. The position peaked at $1.54M in Q2 2025. 6,234 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Jones Road Capital Management reported no remaining Microsoft position as of Q2 2026 after selling out during the quarter.
  • Jones Road Capital Management sold 1,700 Microsoft shares in Q2 2026, an estimated $629K.
  • Jones Road Capital Management first reported a position in Microsoft in Q1 2025 and held it in 5 quarters.
  • Jones Road Capital Management's Microsoft position peaked at $1.54M in Q2 2025.
  • 6,234 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Jones Road Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.