Analyst IMS Investment Management Services’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $15.5M | Sell |
42,006
-11,934
| -22% | -$4.99M | 0.47% | 23 |
|
|
2025
Q4 | $26.1M | Sell |
53,940
-562
| -1% | -$282K | 0.76% | 19 |
|
|
2025
Q3 | $28.2M | Buy |
54,502
+3,228
| +6% | +$1.65M | 0.88% | 15 |
|
|
2025
Q2 | $25.5M | Sell |
51,274
-1,016
| -2% | -$441K | 0.87% | 13 |
|
|
2025
Q1 | $19.6M | Sell |
52,290
-7,558
| -13% | -$3.08M | 0.76% | 13 |
|
|
2024
Q4 | $25.2M | Buy |
59,848
+3,294
| +6% | +$1.4M | 0.92% | 10 |
|
|
2024
Q3 | $24.3M | Buy |
56,554
+6,593
| +13% | +$2.82M | 0.93% | 12 |
|
|
2024
Q2 | $22.3M | Buy |
49,961
+5,329
| +12% | +$2.25M | 0.92% | 9 |
|
|
2024
Q1 | $18.8M | Buy |
44,632
+1,546
| +4% | +$626K | 0.82% | 12 |
|
|
2023
Q4 | $16.2M | Sell |
43,086
-404
| -0.9% | -$144K | 0.84% | 11 |
|
|
2023
Q3 | $13.6M | Buy |
43,490
+383
| +0.9% | +$127K | 0.85% | 10 |
|
|
2023
Q2 | $14.4M | Sell |
43,107
-1,269
| -3% | -$398K | 0.97% | 10 |
|
|
2023
Q1 | $12.6M | Sell |
44,376
-1,198
| -3% | -$306K | 0.96% | 10 |
|
|
2022
Q4 | $11M | Sell |
45,574
-497
| -1% | -$119K | 0.94% | 11 |
|
|
2022
Q3 | $10.9M | Sell |
46,071
-1,679
| -4% | -$443K | 1.07% | 11 |
|
|
2022
Q2 | $12.3M | Sell |
47,750
-2,283
| -5% | -$620K | 1.17% | 11 |
|
|
2022
Q1 | $15.4M | Buy |
50,033
+5,101
| +11% | +$1.53M | 1.37% | 10 |
|
|
2021
Q4 | $15.2M | Sell |
44,932
-1,931
| -4% | -$626K | 1.45% | 9 |
|
|
2021
Q3 | $13.2M | Buy |
46,863
+215
| +0.5% | +$62.6K | 1.63% | 11 |
|
|
2021
Q2 | $12.6M | Buy |
46,648
+1,576
| +3% | +$401K | 1.51% | 12 |
|
|
2021
Q1 | $10.6M | Buy |
45,072
+3,869
| +9% | +$898K | 1.42% | 11 |
|
|
2020
Q4 | $9.16M | Buy |
41,203
+197
| +0.5% | +$42.4K | 1.53% | 11 |
|
|
2020
Q3 | $8.62M | Buy |
41,006
+5,416
| +15% | +$1.14M | 1.76% | 8 |
|
|
2020
Q2 | $7.24M | Buy |
35,590
+846
| +2% | +$154K | 1.68% | 10 |
|
|
2020
Q1 | $5.48M | Sell |
34,744
-3,638
| -9% | -$598K | 1.76% | 9 |
|
|
2019
Q4 | $6.05M | Sell |
38,382
-525
| -1% | -$77.1K | 1.64% | 10 |
|
|
2019
Q3 | $5.43M | Sell |
38,907
-1,050
| -3% | -$144K | 1.61% | 10 |
|
|
2019
Q2 | $5.35M | Sell |
39,957
-3,642
| -8% | -$462K | 1.6% | 10 |
|
|
2019
Q1 | $5.14M | Sell |
43,599
-44,899
| -51% | -$4.9M | 1.58% | 10 |
|
|
2018
Q4 | $8.91K | Buy |
88,498
+43,812
| +98% | +$4.69M | 1.42% | 13 |
|
|
2018
Q3 | $5.1K | Sell |
44,686
-1,385
| -3% | -$150K | 0.81% | 13 |
|
|
2018
Q2 | $4.54M | Sell |
46,071
-1,652
| -3% | -$160K | 1.39% | 13 |
|
|
2018
Q1 | $4.36M | Sell |
47,723
-16,605
| -26% | -$1.52M | 1.37% | 12 |
|
|
2017
Q4 | $5.5M | Sell |
64,328
-2,648
| -4% | -$217K | 1.68% | 17 |
|
|
2017
Q3 | $4.95M | Buy |
66,976
+1,361
| +2% | +$99.4K | 1.62% | 19 |
|
|
2017
Q2 | $4.52M | Sell |
65,615
-762
| -1% | -$52.3K | 1.61% | 20 |
|
|
2017
Q1 | $4.36M | Sell |
66,377
-523
| -0.8% | -$33.5K | 1.7% | 17 |
|
|
2016
Q4 | $4.16M | Sell |
66,900
-5,976
| -8% | -$359K | 1.82% | 15 |
|
|
2016
Q3 | $4.2M | Sell |
72,876
-4,402
| -6% | -$248K | 1.78% | 16 |
|
|
2016
Q2 | $3.96M | Sell |
77,278
-547
| -0.7% | -$28.4K | 1.67% | 17 |
|
|
2016
Q1 | $4.3M | Sell |
77,825
-3,505
| -4% | -$184K | 1.85% | 16 |
|
|
2015
Q4 | $4.51M | Sell |
81,330
-8,234
| -9% | -$433K | 1.88% | 15 |
|
|
2015
Q3 | $3.96M | Sell |
89,564
-4,466
| -5% | -$201K | 1.67% | 19 |
|
|
2015
Q2 | $4.15M | Sell |
94,030
-4,154
| -4% | -$190K | 1.62% | 17 |
|
|
2015
Q1 | $3.99M | Buy |
98,184
+6,989
| +8% | +$304K | 1.55% | 16 |
|
|
2014
Q4 | $4.24M | Buy |
+91,195
| New | +$4.28M | 1.63% | 16 |
|
Other funds holding MSFT
VCM
VPM
Analyst IMS Investment Management Services's MSFT Position: Q1 2026 in Review
Analyst IMS Investment Management Services reduced its Microsoft (MSFT) stake by 22% in Q1 2026, selling an estimated $4.99M and leaving 42,006 shares worth $15.5M. The position accounts for 0.47% of the portfolio, ranked #23.
Analyst IMS Investment Management Services first reported a position in MSFT in Q4 2014 and has held it in 46 quarters since. The position peaked at $28.2M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.
- Analyst IMS Investment Management Services held 42,006 shares of Microsoft worth $15.5M as of Q1 2026.
- Analyst IMS Investment Management Services sold 11,934 Microsoft shares in Q1 2026, an estimated $4.99M.
- Microsoft made up 0.47% of Analyst IMS Investment Management Services's portfolio in Q1 2026, its #23 holding.
- Analyst IMS Investment Management Services first reported a position in Microsoft in Q4 2014 and has held it in 46 quarters since.
- Analyst IMS Investment Management Services's Microsoft position peaked at $28.2M in Q3 2025.
- 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.
Based on Analyst IMS Investment Management Services's 13F filing for Q1 2026, filed 23 Apr 2026.