Ownership history in Jackson Wealth Management, LLC · 44 quarters on record
This page tracks every 13F SEC filing in which Jackson Wealth Management, LLC reported a position in MICROSOFT CORP COM (MSFT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 135,600 | +1,833 | +1.4% | 6.39% | $65.6M | $482.52 |
| 2025 Q3 | ADDED | 133,767 | +1,345 | +1.0% | 6.93% | $69.3M | $515.81 |
| 2025 Q2 | REDUCED | 132,422 | -1,845 | -1.4% | 7.17% | $65.9M | $494.54 |
| 2025 Q1 | REDUCED | 134,267 | -641 | -0.5% | 6.12% | $50.4M | $372.54 |
| 2024 Q4 | ADDED | 134,908 | +1,746 | +1.3% | 6.45% | $56.9M | $417.46 |
| 2024 Q3 | ADDED | 133,162 | +54,161 | +68.6% | 6.84% | $57.3M | $425.32 |
| 2024 Q2 | REDUCED | 79,001 | -54,475 | -40.8% | 7.57% | $35.3M | $440.99 |
| 2024 Q1 | ADDED | 133,476 | +3,659 | +2.8% | 7.02% | $56.2M | $414.36 |
| 2023 Q4 | REDUCED | 129,817 | -522 | -0.4% | 6.43% | $48.8M | $369.67 |
| 2023 Q3 | REDUCED | 130,339 | -872 | -0.7% | 5.88% | $41.2M | $309.77 |
As of 2025 Q4 — sorted by position size