JSF Financial’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.81M | Sell |
15,700
-803
| -5% | -$336K | 1.14% | 15 |
|
|
2025
Q4 | $7.98M | Buy |
16,503
+739
| +5% | +$370K | 1.65% | 14 |
|
|
2025
Q3 | $8.16M | Buy |
15,764
+131
| +0.8% | +$66.8K | 1.81% | 13 |
|
|
2025
Q2 | $7.78M | Buy |
15,633
+449
| +3% | +$195K | 1.85% | 13 |
|
|
2025
Q1 | $5.7M | Sell |
15,184
-208
| -1% | -$84.8K | 1.5% | 13 |
|
|
2024
Q4 | $6.49M | Sell |
15,392
-2,395
| -13% | -$1.02M | 1.73% | 11 |
|
|
2024
Q3 | $7.65M | Buy |
17,787
+182
| +1% | +$77.8K | 2.23% | 11 |
|
|
2024
Q2 | $7.87M | Buy |
17,605
+661
| +4% | +$279K | 2.41% | 11 |
|
|
2024
Q1 | $7.13M | Buy |
16,944
+1,219
| +8% | +$493K | 2.23% | 10 |
|
|
2023
Q4 | $5.91M | Sell |
15,725
-330
| -2% | -$117K | 2.05% | 10 |
|
|
2023
Q3 | $5.07M | Sell |
16,055
-453
| -3% | -$150K | 1.96% | 13 |
|
|
2023
Q2 | $5.62M | Sell |
16,508
-390
| -2% | -$122K | 1.99% | 14 |
|
|
2023
Q1 | $4.87M | Buy |
16,898
+2,431
| +17% | +$620K | 1.82% | 15 |
|
|
2022
Q4 | $3.47M | Sell |
14,467
-1,533
| -10% | -$368K | 1.3% | 20 |
|
|
2022
Q3 | $3.73M | Buy |
16,000
+467
| +3% | +$123K | 1.41% | 21 |
|
|
2022
Q2 | $3.99M | Buy |
15,533
+464
| +3% | +$126K | 1.81% | 16 |
|
|
2022
Q1 | $4.65M | Buy |
15,069
+639
| +4% | +$192K | 1.98% | 12 |
|
|
2021
Q4 | $4.85M | Sell |
14,430
-866
| -6% | -$281K | 2.36% | 7 |
|
|
2021
Q3 | $4.31M | Buy |
15,296
+961
| +7% | +$280K | 2.14% | 8 |
|
|
2021
Q2 | $3.88M | Buy |
14,335
+744
| +5% | +$189K | 2.29% | 6 |
|
|
2021
Q1 | $3.2M | Sell |
13,591
-333
| -2% | -$77.3K | 2.01% | 7 |
|
|
2020
Q4 | $3.1M | Sell |
13,924
-721
| -5% | -$155K | 2.16% | 7 |
|
|
2020
Q3 | $3.08M | Buy |
14,645
+366
| +3% | +$76.9K | 2.42% | 7 |
|
|
2020
Q2 | $2.91M | Sell |
14,279
-901
| -6% | -$164K | 2.51% | 6 |
|
|
2020
Q1 | $2.39M | Buy |
15,180
+7,467
| +97% | +$1.23M | 2.43% | 6 |
|
|
2019
Q4 | $1.22M | Sell |
7,713
-265
| -3% | -$38.9K | 1.2% | 12 |
|
|
2019
Q3 | $1.11M | Sell |
7,978
-120
| -1% | -$16.5K | 1.21% | 12 |
|
|
2019
Q2 | $1.08M | Buy |
8,098
+1,301
| +19% | +$165K | 1.18% | 14 |
|
|
2019
Q1 | $802K | Buy |
6,797
+200
| +3% | +$21.8K | 0.89% | 18 |
|
|
2018
Q4 | $670K | Buy |
+6,597
| New | +$707K | 0.69% | 18 |
|
Other funds holding MSFT
VCM
VPM
JSF Financial's MSFT Position: Q1 2026 in Review
JSF Financial reduced its Microsoft (MSFT) stake by 4.9% in Q1 2026, selling an estimated $336K and leaving 15,700 shares worth $5.81M. The position accounts for 1.14% of the portfolio, ranked #15.
JSF Financial first reported a position in MSFT in Q4 2018 and has held it in 30 quarters since. The position peaked at $8.16M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.
- JSF Financial held 15,700 shares of Microsoft worth $5.81M as of Q1 2026.
- JSF Financial sold 803 Microsoft shares in Q1 2026, an estimated $336K.
- Microsoft made up 1.14% of JSF Financial's portfolio in Q1 2026, its #15 holding.
- JSF Financial first reported a position in Microsoft in Q4 2018 and has held it in 30 quarters since.
- JSF Financial's Microsoft position peaked at $8.16M in Q3 2025.
- 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.
Based on JSF Financial's 13F filing for Q1 2026, filed 7 May 2026.