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Nabity-Jensen Investment Management’s Microsoft MSFT Stock Holding History

Nabity-Jensen Investment 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 		$2.77M Buy
7,475
+660
+10% +$276K 1.92% 13
2025
Q4 		$3.3M Buy
6,815
+46
+0.7% +$23.1K 2.23% 12
2025
Q3 		$3.51M Hold
6,769
– – 2.43% 12
2025
Q2 		$3.37M Buy
6,769
+7
+0.1% +$3.04K 2.48% 12
2025
Q1 		$2.54M Buy
6,762
+34
+0.5% +$13.9K 2.02% 14
2024
Q4 		$2.84M Buy
6,728
+235
+4% +$100K 2.14% 13
2024
Q3 		$2.79M Buy
6,493
+300
+5% +$128K 2.14% 13
2024
Q2 		$2.77M Buy
6,193
+159
+3% +$67.1K 2.26% 13
2024
Q1 		$2.54M Sell
6,034
-65
-1% -$26.3K 2.09% 14
2023
Q4 		$2.29M Buy
+6,099
New +$2.17M 2.06% 13

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

Nabity-Jensen Investment Management's MSFT Position: Q1 2026 in Review

Nabity-Jensen Investment Management increased its Microsoft (MSFT) stake by 9.7% in Q1 2026, buying an estimated $276K and bringing the position to 7,475 shares worth $2.77M. The position accounts for 1.92% of the portfolio, ranked #13.

Nabity-Jensen Investment Management first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.51M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Nabity-Jensen Investment Management held 7,475 shares of Microsoft worth $2.77M as of Q1 2026.
  • Nabity-Jensen Investment Management bought 660 Microsoft shares in Q1 2026, an estimated $276K.
  • Microsoft made up 1.92% of Nabity-Jensen Investment Management's portfolio in Q1 2026, its #13 holding.
  • Nabity-Jensen Investment Management first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
  • Nabity-Jensen Investment Management's Microsoft position peaked at $3.51M in Q3 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Nabity-Jensen Investment Management's 13F filing for Q1 2026, filed 21 Apr 2026.