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Mars Jewett Financial Group’s Microsoft MSFT Stock Holding History

Mars Jewett Financial Group’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 		$28.6M Buy
76,583
+749
+1% +$303K 5.78% 6
2026
Q1 		$28.1M Buy
75,834
+2,259
+3% +$945K 8.89% 4
2025
Q4 		$29.8M Buy
+73,575
New +$36.9M 8.86% 4

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 $3.38T AUM 44.17% 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

Mars Jewett Financial Group's MSFT Position: Q2 2026 in Review

Mars Jewett Financial Group increased its Microsoft (MSFT) stake by 0.99% in Q2 2026, buying an estimated $303K and bringing the position to 76,583 shares worth $28.6M. The position accounts for 5.78% of the portfolio, ranked #6.

Mars Jewett Financial Group first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $29.8M in Q4 2025. 6,250 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Mars Jewett Financial Group held 76,583 shares of Microsoft worth $28.6M as of Q2 2026.
  • Mars Jewett Financial Group bought 749 Microsoft shares in Q2 2026, an estimated $303K.
  • Microsoft made up 5.78% of Mars Jewett Financial Group's portfolio in Q2 2026, its #6 holding.
  • Mars Jewett Financial Group first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • Mars Jewett Financial Group's Microsoft position peaked at $29.8M in Q4 2025.
  • 6,250 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Mars Jewett Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.