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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
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 $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

MJP Associates's MSFT Position: Q1 2026 in Review

MJP Associates reduced its Microsoft (MSFT) stake by 1.4% in Q1 2026, selling an estimated $163K and leaving 27,007 shares worth $10M. The position accounts for 1.21% of the portfolio, ranked #19.

MJP Associates first reported a position in MSFT in Q4 2020 and has held it in 22 quarters since. The position peaked at $13.8M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • MJP Associates held 27,007 shares of Microsoft worth $10M as of Q1 2026.
  • MJP Associates sold 389 Microsoft shares in Q1 2026, an estimated $163K.
  • Microsoft made up 1.21% of MJP Associates's portfolio in Q1 2026, its #19 holding.
  • MJP Associates first reported a position in Microsoft in Q4 2020 and has held it in 22 quarters since.
  • MJP Associates's Microsoft position peaked at $13.8M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on MJP Associates's 13F filing for Q1 2026, filed 5 May 2026.