Jessup Wealth Management, Inc / MSFT
Jessup Wealth Management, Inc’s Microsoft Corp Position
Does Jessup Wealth Management, Inc own Microsoft Corp (MSFT)? Yes — 30.0K shares worth $11M (+4.06% of its 13F portfolio) as of Q1 2026, up from 8.3K shares the prior filed quarter.
Position Value
$11M
Q1 2026
Shares
30.0K
% of Portfolio
+4.06%
Quarters Held
14
currently held
Position History MSFT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 30.0K | $11M | +4.06% |
| Q4 2025 | 8.3K | $4M | +1.33% |
| Q3 2025 | 8.2K | $4M | +1.57% |
| Q2 2025 | 8.3K | $4M | +1.66% |
| Q1 2025 | 8.3K | $3M | +1.32% |
| Q4 2024 | 7.0K | $3M | +1.25% |
| Q3 2024 | 6.7K | $3M | +1.32% |
| Q2 2024 | 7.1K | $3M | +1.35% |
| Q1 2024 | 7.2K | $3M | +1.30% |
| Q4 2023 | 6.9K | $3M | +1.30% |
| Q3 2023 | 7.0K | $2M | +1.27% |
| Q2 2023 | 8.9K | $3M | +1.63% |
| Q1 2023 | 9.1K | $3M | +1.56% |
| Q4 2022 | 8.5K | $2M | +1.30% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Jessup Wealth Management, Inc’s full portfolio or all institutional holders of MSFT.