SEC 13F Intelligence

J.p. Marvel Investment Advisors, LLC / MSFT

J.p. Marvel Investment Advisors, LLC’s Microsoft Corp Position

Does J.p. Marvel Investment Advisors, LLC own Microsoft Corp (MSFT)? Yes41.2K shares worth $15M (+2.16% of its 13F portfolio) as of Q1 2026, down from 41.7K shares the prior filed quarter.

Position Value
$15M
Q1 2026
Shares
41.2K
% of Portfolio
+2.16%
Quarters Held
19
currently held

Position History MSFT

Reported value by quarter
Q3 ’21: $13MQ3 ’21Q4 ’21: $15MQ1 ’22: $14MQ2 ’22: $12MQ2 ’22Q3 ’22: $10MQ4 ’22: $11MQ1 ’23: $13MQ1 ’23Q2 ’23: $15MQ3 ’23: $14MQ4 ’23: $17MQ4 ’23Q1 ’24: $19MQ2 ’24: $20MQ3 ’24: $19MQ3 ’24Q4 ’24: $18MQ1 ’25: $16MQ2 ’25: $22MQ2 ’25Q3 ’25: $23MQ4 ’25: $20MQ1 ’26: $15MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202641.2K$15M+2.16%
Q4 202541.7K$20M+2.80%
Q3 202543.9K$23M+3.30%
Q2 202543.5K$22M+3.49%
Q1 202543.5K$16M+2.83%
Q4 202443.6K$18M+3.03%
Q3 202444.2K$19M+3.10%
Q2 202444.4K$20M+3.26%
Q1 202444.5K$19M+3.24%
Q4 202344.5K$17M+3.31%
Q3 202344.7K$14M+3.04%
Q2 202344.7K$15M+3.18%
Q1 202345.0K$13M+2.92%
Q4 202245.0K$11M+2.53%
Q3 202245.0K$10M+2.67%
Q2 202245.0K$12M+2.78%
Q1 202245.0K$14M+2.82%
Q4 202145.0K$15M+2.96%
Q3 202144.9K$13M+3.81%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See J.p. Marvel Investment Advisors, LLC’s full portfolio or all institutional holders of MSFT.