SEC 13F Intelligence

Jacobsen Capital Management / MSFT

Jacobsen Capital Management’s Microsoft Corp Position

Does Jacobsen Capital Management own Microsoft Corp (MSFT)? Yes — 15.1K shares worth $6M (+1.89% of its 13F portfolio) as of Q1 2026, down from 15.8K shares the prior filed quarter.

Position Value
$6M
Q1 2026
Shares
15.1K
% of Portfolio
+1.89%
Quarters Held
21
currently held

Position History MSFT

Reported value by quarter
Q1 ’21: $1MQ1 ’21Q2 ’21: $2MQ3 ’21: $2MQ4 ’21: $2MQ4 ’21Q1 ’22: $3MQ2 ’22: $3MQ3 ’22: $3MQ3 ’22Q4 ’22: $2,287Q1 ’23: $3MQ2 ’23: $4MQ2 ’23Q3 ’23: $4MQ4 ’23: $5MQ1 ’24: $5MQ1 ’24Q2 ’24: $6MQ3 ’24: $6MQ4 ’24: $6MQ4 ’24Q1 ’25: $5MQ2 ’25: $8MQ3 ’25: $8MQ3 ’25Q4 ’25: $8MQ1 ’26: $6Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202615.1K$6M+1.89%
Q4 202515.8K$8M+2.49%
Q3 202516.0K$8M+2.81%
Q2 202515.7K$8M+2.88%
Q1 202513.7K$5M+2.24%
Q4 202413.6K$6M+2.44%
Q3 202413.4K$6M+2.42%
Q2 202413.6K$6M+2.72%
Q1 202412.8K$5M+2.50%
Q4 202312.5K$5M+2.38%
Q3 202312.5K$4M+2.14%
Q2 202311.8K$4M+2.07%
Q1 202310.9K$3M+1.68%
Q4 20229.5K$2,287+1.22%
Q3 202211.1K$3M+1.48%
Q2 202210.9K$3M+1.49%
Q1 20228.3K$3M+1.17%
Q4 20217.1K$2M+1.14%
Q3 20217.2K$2M+1.02%
Q2 20217.0K$2M+0.97%
Q1 20215.1K$1M+0.67%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Jacobsen Capital Management’s full portfolio or all institutional holders of MSFT.