J. M. Brown & Associates Inc.’s Microsoft MSFT Stock Holding History

J. M. Brown & Associates Inc.’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	$1.97M	Buy	+5,289	New	+$2.14M	1.13%	18

Other funds holding MSFT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

J. M. Brown & Associates Inc.'s MSFT Position: Q2 2026 in Review

J. M. Brown & Associates Inc. opened a new position in Microsoft (MSFT) in Q2 2026: 5,289 shares worth $1.97M. The stake represents 1.13% of the portfolio and ranks #18 among its holdings.

2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

J. M. Brown & Associates Inc. held 5,289 shares of Microsoft worth $1.97M as of Q2 2026.
Microsoft was a new J. M. Brown & Associates Inc. position in Q2 2026.
Microsoft made up 1.13% of J. M. Brown & Associates Inc.'s portfolio in Q2 2026, its #18 holding.
2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on J. M. Brown & Associates Inc.'s 13F filing for Q2 2026, filed 23 Jul 2026.