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Jupiter Wealth Management’s Microsoft MSFT Stock Holding History

Jupiter Wealth 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
Q1 		$14.3M Sell
35,283
-1,958
-5% -$819K 5.65% 4
2025
Q4 		$15M Buy
37,241
+5,014
+16% +$2.51M 6.66% 2
2025
Q3 		$16.7M Sell
32,227
-518
-2% -$264K 7.89% 2
2025
Q2 		$17M Buy
32,745
+663
+2% +$288K 8.61% 2
2025
Q1 		$14.7M Sell
32,082
-3,536
-10% -$1.44M 8.92% 2
2024
Q4 		$15M Buy
35,618
+400
+1% +$170K 7.52% 3
2024
Q3 		$15.2M Buy
35,218
+615
+2% +$263K 7.75% 2
2024
Q2 		$14.5M Sell
34,603
-798
-2% -$337K 7.67% 2
2024
Q1 		$14.5M Sell
35,401
-509
-1% -$206K 7.69% 2
2023
Q4 		$13.5M Buy
35,910
+887
+3% +$316K 7.94% 2
2023
Q3 		$12.9M Buy
35,023
+1,769
+5% +$585K 8.39% 2
2023
Q2 		$11.3M Buy
33,254
+1,944
+6% +$609K 9.72% 3
2023
Q1 		$9.03M Buy
31,310
+2,690
+9% +$686K 8.31% 3
2022
Q4 		$6.86M Buy
28,620
+1,000
+4% +$240K 6.64% 2
2022
Q3 		$6.43M Sell
27,620
-425
-2% -$112K 6.45% 3
2022
Q2 		$7.2M Sell
28,045
-7,830
-22% -$2.13M 6.56% 2
2022
Q1 		$11.1M Sell
35,875
-300
-0.8% -$90.3K 6.92% 3
2021
Q4 		$12.2M Sell
36,175
-1,250
-3% -$405K 6.31% 1
2021
Q3 		$12.4M Buy
37,425
+335
+0.9% +$97.5K 5.84% 2
2021
Q2 		$10.7M Buy
37,090
+90
+0.2% +$22.9K 5.14% 3
2021
Q1 		$9.34M Buy
37,000
+860
+2% +$200K 4.72% 2
2020
Q4 		$8.04M Buy
36,140
+1,855
+5% +$399K 4.92% 3
2020
Q3 		$7.21M Sell
34,285
-6,830
-17% -$1.43M 5.08% 2
2020
Q2 		$8.7M Sell
41,115
-4,130
-9% -$750K 4.35% 6
2020
Q1 		$7.9M Buy
45,245
+42,886
+1,818% +$7.05M 4.6% 6
2019
Q4 		$382K Hold
2,359
– – 0.18% 63
2019
Q3 		$328K Sell
2,359
-1,884
-44% -$259K 0.18% 63
2019
Q2 		$578K Buy
+4,243
New +$539K 0.29% 47

Other funds holding MSFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Jupiter Wealth Management's MSFT Position: Q1 2026 in Review

Jupiter Wealth Management reduced its Microsoft (MSFT) stake by 5.3% in Q1 2026, selling an estimated $819K and leaving 35,283 shares worth $14.3M. The position accounts for 5.65% of the portfolio, ranked #4.

Jupiter Wealth Management first reported a position in MSFT in Q2 2019 and has held it in 28 quarters since. The position peaked at $17M in Q2 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Jupiter Wealth Management held 35,283 shares of Microsoft worth $14.3M as of Q1 2026.
  • Jupiter Wealth Management sold 1,958 Microsoft shares in Q1 2026, an estimated $819K.
  • Microsoft made up 5.65% of Jupiter Wealth Management's portfolio in Q1 2026, its #4 holding.
  • Jupiter Wealth Management first reported a position in Microsoft in Q2 2019 and has held it in 28 quarters since.
  • Jupiter Wealth Management's Microsoft position peaked at $17M in Q2 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Jupiter Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.