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Adapt Investment Managers’s Microsoft MSFT Stock Holding History

Adapt Investment Managers’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 		– Sell
-465,000
Closed -$225M – 188
2025
Q4 		$225M Sell
465,000
-600,000
-56% -$301M 1.66% 13
2025
Q3 		$552M Buy
1,065,000
+485,000
+84% +$247M 5.19% 4
2025
Q2 		$288M Buy
+580,000
New +$252M 3.62% 7

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

Adapt Investment Managers's MSFT Position: Q1 2026 in Review

Adapt Investment Managers reduced its Microsoft (MSFT) stake by 62% in Q1 2026, selling an estimated $29.8M and leaving 43,670 shares worth $16.2M. The position accounts for 0.21% of the portfolio, ranked #79.

Adapt Investment Managers first reported a position in MSFT in Q1 2025 and has held it in 5 quarters since. The position peaked at $55.5M in Q4 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Adapt Investment Managers held 43,670 shares of Microsoft worth $16.2M as of Q1 2026.
  • Adapt Investment Managers sold 71,155 Microsoft shares in Q1 2026, an estimated $29.8M.
  • Microsoft made up 0.21% of Adapt Investment Managers's portfolio in Q1 2026, its #79 holding.
  • Adapt Investment Managers first reported a position in Microsoft in Q1 2025 and has held it in 5 quarters since.
  • Adapt Investment Managers's Microsoft position peaked at $55.5M in Q4 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Adapt Investment Managers's 13F filing for Q1 2026, filed 15 May 2026.