AIA
MSFT icon

Accelerate Investment Advisors’s Microsoft MSFT Stock Holding History

Accelerate Investment Advisors’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
Q1 		$1.82M Sell
4,915
-29
-0.6% -$12.1K 1.22% 17
2025
Q4 		$2.39M Sell
4,944
-568
-10% -$285K 1.61% 13
2025
Q3 		$2.86M Sell
5,512
-49
-0.9% -$25K 1.94% 11
2025
Q2 		$2.77M Buy
5,561
+152
+3% +$66K 2.06% 10
2025
Q1 		$2.03M Buy
5,409
+647
+14% +$264K 1.7% 11
2024
Q4 		$2.01M Buy
4,762
+65
+1% +$27.7K 1.77% 14
2024
Q3 		$2.02M Buy
+4,697
New +$2.01M 1.97% 11

Other funds holding MSFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Accelerate Investment Advisors's MSFT Position: Q1 2026 in Review

Accelerate Investment Advisors reduced its Microsoft (MSFT) stake by 0.59% in Q1 2026, selling an estimated $12.1K and leaving 4,915 shares worth $1.82M. The position accounts for 1.22% of the portfolio, ranked #17.

Accelerate Investment Advisors first reported a position in MSFT in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.86M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Accelerate Investment Advisors held 4,915 shares of Microsoft worth $1.82M as of Q1 2026.
  • Accelerate Investment Advisors sold 29 Microsoft shares in Q1 2026, an estimated $12.1K.
  • Microsoft made up 1.22% of Accelerate Investment Advisors's portfolio in Q1 2026, its #17 holding.
  • Accelerate Investment Advisors first reported a position in Microsoft in Q3 2024 and has held it in 7 quarters since.
  • Accelerate Investment Advisors's Microsoft position peaked at $2.86M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Accelerate Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.