Raymond James Financial
MSFT icon

Raymond James Financial’s Microsoft MSFT Stock Holding History

Raymond James Financial’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 		$3.15M Sell
9,200
-1,000
-10% -$405K ﹤0.01% 3130
2026
Q1 		$3.56M Buy
10,200
+5,800
+132% +$2.43M ﹤0.01% 2881
2025
Q4 		$1.87M Buy
4,400
+3,000
+214% +$1.5M ﹤0.01% 3326
2025
Q3 		$545K Hold
1,400
– – ﹤0.01% 4072
2025
Q2 		$540K Sell
1,400
-4,100
-75% -$1.78M ﹤0.01% 3962
2025
Q1 		$2.02M Buy
5,500
+4,400
+400% +$1.79M ﹤0.01% 2978
2024
Q4 		$412K Buy
+1,100
New +$469K ﹤0.01% 4016

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

Raymond James Financial's MSFT Position: Q2 2026 in Review

Raymond James Financial increased its Microsoft (MSFT) stake by 4% in Q2 2026, buying an estimated $287M and bringing the position to 18,447,917 shares worth $6.88B. The position accounts for 1.87% of the portfolio, ranked #5.

Raymond James Financial first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.86B in Q3 2025. 6,233 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Raymond James Financial held 18,447,917 shares of Microsoft worth $6.88B as of Q2 2026.
  • Raymond James Financial bought 709,695 Microsoft shares in Q2 2026, an estimated $287M.
  • Microsoft made up 1.87% of Raymond James Financial's portfolio in Q2 2026, its #5 holding.
  • Raymond James Financial first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Microsoft position peaked at $8.86B in Q3 2025.
  • 6,233 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.