MA
MSFT icon

MJP Associates’s Microsoft MSFT Stock Holding History

MJP Associates’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 		$8.97M Sell
24,038
-2,969
-11% -$1.2M 0.98% 23
2026
Q1 		$10M Sell
27,007
-389
-1% -$163K 1.21% 19
2025
Q4 		$13.2M Buy
27,396
+734
+3% +$368K 1.66% 13
2025
Q3 		$13.8M Buy
26,662
+1,042
+4% +$532K 1.82% 13
2025
Q2 		$12.7M Buy
25,620
+2,823
+12% +$1.23M 1.89% 13
2025
Q1 		$8.56M Sell
22,797
-1,874
-8% -$764K 1.54% 16
2024
Q4 		$10.4M Buy
24,671
+2,038
+9% +$868K 1.87% 14
2024
Q3 		$9.74M Buy
22,633
+731
+3% +$312K 1.85% 14
2024
Q2 		$9.79M Buy
21,902
+1,213
+6% +$512K 2.04% 14
2024
Q1 		$8.7M Buy
20,689
+5,744
+38% +$2.33M 1.89% 13
2023
Q4 		$5.62M Buy
14,945
+3,060
+26% +$1.09M 1.5% 13
2023
Q3 		$3.75M Buy
11,885
+1,420
+14% +$469K 1.09% 13
2023
Q2 		$3.56M Sell
10,465
-98
-0.9% -$30.7K 1.17% 12
2023
Q1 		$3.05M Sell
10,563
-281
-3% -$71.7K 0.93% 12
2022
Q4 		$2.6M Sell
10,844
-817
-7% -$196K 0.76% 19
2022
Q3 		$2.72M Buy
11,661
+75
+0.6% +$19.8K 0.81% 17
2022
Q2 		$2.98M Buy
11,586
+331
+3% +$89.8K 0.83% 18
2022
Q1 		$3.47M Buy
11,255
+282
+3% +$84.8K 0.87% 22
2021
Q4 		$3.67M Buy
10,973
+1,132
+12% +$367K 1.09% 21
2021
Q3 		$2.77M Buy
9,841
+181
+2% +$52.7K 0.94% 22
2021
Q2 		$2.62M Buy
9,660
+246
+3% +$62.5K 0.88% 25
2021
Q1 		$2.22M Buy
9,414
+614
+7% +$142K 0.9% 27
2020
Q4 		$1.96M Buy
+8,800
New +$1.89M 0.82% 24

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

MJP Associates's MSFT Position: Q2 2026 in Review

MJP Associates reduced its Microsoft (MSFT) stake by 11% in Q2 2026, selling an estimated $1.2M and leaving 24,038 shares worth $8.97M. The position accounts for 0.98% of the portfolio, ranked #23.

MJP Associates first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $13.8M in Q3 2025. 6,220 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • MJP Associates held 24,038 shares of Microsoft worth $8.97M as of Q2 2026.
  • MJP Associates sold 2,969 Microsoft shares in Q2 2026, an estimated $1.2M.
  • Microsoft made up 0.98% of MJP Associates's portfolio in Q2 2026, its #23 holding.
  • MJP Associates first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • MJP Associates's Microsoft position peaked at $13.8M in Q3 2025.
  • 6,220 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on MJP Associates's 13F filing for Q2 2026, filed 11 Aug 2026.