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January Capital Advisors’s Microsoft MSFT Stock Holding History

January Capital 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 		$734K Buy
+1,983
New +$830K 0.99% 24
2022
Q2 		$795K Hold
3,097
– – 0.71% 19
2022
Q1 		$795K Buy
3,097
+522
+20% +$157K 0.71% 19
2021
Q4 		$866K Buy
+2,575
New +$835K 0.69% 26

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

January Capital Advisors's MSFT Position: Q1 2026 in Review

January Capital Advisors opened a new position in Microsoft (MSFT) in Q1 2026: 1,983 shares worth $734K. The stake represents 0.99% of the portfolio and ranks #24 among its holdings. This is a return to the name: January Capital Advisors previously reported a position in MSFT as recently as Q2 2022.

January Capital Advisors first reported a position in MSFT in Q4 2021 and has held it in 4 quarters since. The position peaked at $866K in Q4 2021. 6,209 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • January Capital Advisors held 1,983 shares of Microsoft worth $734K as of Q1 2026.
  • Microsoft was a new January Capital Advisors position in Q1 2026.
  • Microsoft made up 0.99% of January Capital Advisors's portfolio in Q1 2026, its #24 holding.
  • January Capital Advisors first reported a position in Microsoft in Q4 2021 and has held it in 4 quarters since.
  • January Capital Advisors's Microsoft position peaked at $866K in Q4 2021.
  • 6,209 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on January Capital Advisors's 13F filing for Q1 2026, filed 20 May 2026.