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
2025 Q4	–	Sell	-120,000	Closed	-$62.2M	–	26
2025 Q3	$62.2M	Buy	120,000 +60,000	+100%	+$30.6M	36.78%	1
2025 Q2	$29.8M	Buy	+60,000	New	+$26.1M	12.63%	1
2024 Q4	–	Sell	-200,000	Closed	-$86.1M	–	43
2024 Q3	$86.1M	Buy	+200,000	New	+$85.5M	26.91%	1
2024 Q1	–	Sell	-100,000	Closed	-$37.6M	–	43
2023 Q4	$37.6M	Buy	+100,000	New	+$35.6M	9.56%	3
2021 Q1	–	Sell	-30,000	Closed	-$6.67M	–	75
2020 Q4	$6.67M	Buy	+30,000	New	+$6.45M	2.69%	9

Other funds holding MSFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Jones Road Capital Management's MSFT Position: Q1 2026 in Review

Jones Road Capital Management reduced its Microsoft (MSFT) stake by 41% in Q1 2026, selling an estimated $502K and leaving 1,700 shares worth $629K. The position accounts for 1.14% of the portfolio, ranked #12.

Jones Road Capital Management first reported a position in MSFT in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.54M in Q2 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Jones Road Capital Management held 1,700 shares of Microsoft worth $629K as of Q1 2026.
Jones Road Capital Management sold 1,200 Microsoft shares in Q1 2026, an estimated $502K.
Microsoft made up 1.14% of Jones Road Capital Management's portfolio in Q1 2026, its #12 holding.
Jones Road Capital Management first reported a position in Microsoft in Q1 2025 and has held it in 5 quarters since.
Jones Road Capital Management's Microsoft position peaked at $1.54M in Q2 2025.
6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Jones Road Capital Management's 13F filing for Q1 2026, filed 14 May 2026.