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 Q2	$731K	Sell	1,961 -22	-1%	-$8.9K	0.61%	24
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

January Capital Advisors's MSFT Position: Q2 2026 in Review

January Capital Advisors reduced its Microsoft (MSFT) stake by 1.1% in Q2 2026, selling an estimated $8.9K and leaving 1,961 shares worth $731K. The position accounts for 0.61% of the portfolio, ranked #24.

January Capital Advisors first reported a position in MSFT in Q4 2021 and has held it in 5 quarters since. The position peaked at $866K in Q4 2021. 6,247 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

January Capital Advisors held 1,961 shares of Microsoft worth $731K as of Q2 2026.
January Capital Advisors sold 22 Microsoft shares in Q2 2026, an estimated $8.9K.
Microsoft made up 0.61% of January Capital Advisors's portfolio in Q2 2026, its #24 holding.
January Capital Advisors first reported a position in Microsoft in Q4 2021 and has held it in 5 quarters since.
January Capital Advisors's Microsoft position peaked at $866K in Q4 2021.
6,247 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on January Capital Advisors's 13F filing for Q2 2026, filed 25 Aug 2026.