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Joel Adams & Associates’s Microsoft MSFT Stock Holding History

Joel Adams & Associates’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 		$546K Hold
1,474
– – 0.41% 38
2025
Q4 		$713K Hold
1,474
– – 0.54% 28
2025
Q3 		$764K Sell
1,474
-196
-12% -$100K 0.62% 29
2025
Q2 		$831K Sell
1,670
-38
-2% -$16.5K 0.74% 24
2025
Q1 		$641K Hold
1,708
– – 0.58% 25
2024
Q4 		$720K Buy
+1,708
New +$728K 0.65% 26

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

Joel Adams & Associates's MSFT Position: Q1 2026 in Review

Joel Adams & Associates held its Microsoft (MSFT) position steady in Q1 2026 at 1,474 shares worth $546K. The position accounts for 0.41% of the portfolio, ranked #38.

Joel Adams & Associates first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $831K in Q2 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Joel Adams & Associates held 1,474 shares of Microsoft worth $546K as of Q1 2026.
  • Joel Adams & Associates left its Microsoft share count unchanged in Q1 2026.
  • Microsoft made up 0.41% of Joel Adams & Associates's portfolio in Q1 2026, its #38 holding.
  • Joel Adams & Associates first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • Joel Adams & Associates's Microsoft position peaked at $831K in Q2 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Joel Adams & Associates's 13F filing for Q1 2026, filed 20 Apr 2026.