James Investment Research, Inc. / MSFT
James Investment Research, Inc.’s Microsoft Corp Position
Does James Investment Research, Inc. own Microsoft Corp (MSFT)? Yes — 70.1K shares worth $26M (+2.91% of its 13F portfolio) as of Q1 2026, down from 71.6K shares the prior filed quarter.
Position Value
$26M
Q1 2026
Shares
70.1K
% of Portfolio
+2.91%
Quarters Held
30
currently held
Position History MSFT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 70.1K | $26M | +2.91% |
| Q4 2025 | 71.6K | $35M | +3.78% |
| Q3 2025 | 74.3K | $38M | +4.20% |
| Q2 2025 | 75.1K | $37M | +4.44% |
| Q1 2025 | 76.4K | $29M | +3.64% |
| Q4 2024 | 84.5K | $36M | +4.24% |
| Q3 2024 | 85.8K | $37M | +4.26% |
| Q2 2024 | 87.4K | $39M | +4.65% |
| Q1 2024 | 89.2K | $38M | +4.46% |
| Q4 2023 | 93.9K | $35M | +4.44% |
| Q3 2023 | 100.9K | $32M | +4.20% |
| Q2 2023 | 101.3K | $34M | +4.41% |
| Q1 2023 | 97.0K | $27,950 | +3.70% |
| Q4 2022 | 100.3K | $24,063 | +3.37% |
| Q3 2022 | 101.5K | $24M | +3.37% |
| Q2 2022 | 102.2K | $26M | +3.51% |
| Q1 2022 | 110.6K | $34M | +3.58% |
| Q4 2021 | 122.3K | $41M | +3.77% |
| Q3 2021 | 130.8K | $37M | +3.42% |
| Q2 2021 | 130.2K | $35M | +3.02% |
| Q1 2021 | 115.4K | $27M | +2.47% |
| Q4 2020 | 124.5K | $28M | +2.49% |
| Q3 2020 | 179.0K | $38M | +3.48% |
| Q2 2020 | 169.5K | $34M | +3.22% |
| Q1 2020 | 178.9K | $28M | +2.92% |
| Q4 2019 | 200.7K | $32M | +2.21% |
| Q3 2019 | 206.8K | $29M | +2.09% |
| Q2 2019 | 195.4K | $26M | +1.90% |
| Q1 2019 | 156.4K | $18M | +1.21% |
| Q4 2018 | 98.4K | $10M | +0.62% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See James Investment Research, Inc.’s full portfolio or all institutional holders of MSFT.