IWP
MSFT icon

IAG Wealth Partners’s Microsoft MSFT Stock Holding History

IAG Wealth Partners’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 		$838K Buy
2,265
+66
+3% +$27.6K 0.09% 73
2025
Q4 		$1.06M Sell
2,199
-77
-3% -$38.6K 0.12% 71
2025
Q3 		$1.18M Buy
2,276
+123
+6% +$62.7K 0.14% 67
2025
Q2 		$1.07M Buy
2,153
+105
+5% +$45.6K 0.14% 66
2025
Q1 		$769K Buy
2,048
+66
+3% +$26.9K 0.12% 67
2024
Q4 		$835K Buy
1,982
+51
+3% +$21.7K 0.15% 59
2024
Q3 		$831K Sell
1,931
-9
-0.5% -$3.85K 0.15% 56
2024
Q2 		$867K Buy
1,940
+103
+6% +$43.5K 0.17% 53
2024
Q1 		$773K Buy
1,837
+19
+1% +$7.69K 0.17% 54
2023
Q4 		$684K Sell
1,818
-60
-3% -$21.4K 0.16% 55
2023
Q3 		$593K Sell
1,878
-18
-0.9% -$5.95K 0.17% 49
2023
Q2 		$645K Sell
1,896
-78
-4% -$24.4K 0.17% 49
2023
Q1 		$569K Buy
1,974
+350
+22% +$89.3K 0.16% 47
2022
Q4 		$389K Buy
1,624
+237
+17% +$56.9K 0.11% 53
2022
Q3 		$323K Buy
1,387
+110
+9% +$29K 0.11% 52
2022
Q2 		$328K Sell
1,277
-9
-0.7% -$2.44K 0.11% 52
2022
Q1 		$396K Buy
1,286
+187
+17% +$56.3K 0.12% 48
2021
Q4 		$370K Buy
1,099
+800
+268% +$259K 0.12% 47
2021
Q3 		$85K Hold
299
– – 0.03% 84
2021
Q2 		$81K Buy
299
+15
+5% +$3.81K 0.03% 87
2021
Q1 		$67K Buy
284
+85
+43% +$19.7K 0.03% 95
2020
Q4 		$45K Sell
199
-16
-7% -$3.44K 0.02% 116
2020
Q3 		$46K Sell
215
-33
-13% -$6.93K 0.02% 108
2020
Q2 		$51K Hold
248
– – 0.02% 103
2020
Q1 		$40K Sell
248
-100
-29% -$16.4K 0.03% 101
2019
Q4 		$55K Buy
+348
New +$51.1K 0.04% 102

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

IAG Wealth Partners's MSFT Position: Q1 2026 in Review

IAG Wealth Partners increased its Microsoft (MSFT) stake by 3% in Q1 2026, buying an estimated $27.6K and bringing the position to 2,265 shares worth $838K. The position accounts for 0.09% of the portfolio, ranked #73.

IAG Wealth Partners first reported a position in MSFT in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.18M in Q3 2025. 6,185 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • IAG Wealth Partners held 2,265 shares of Microsoft worth $838K as of Q1 2026.
  • IAG Wealth Partners bought 66 Microsoft shares in Q1 2026, an estimated $27.6K.
  • Microsoft made up 0.09% of IAG Wealth Partners's portfolio in Q1 2026, its #73 holding.
  • IAG Wealth Partners first reported a position in Microsoft in Q4 2019 and has held it in 26 quarters since.
  • IAG Wealth Partners's Microsoft position peaked at $1.18M in Q3 2025.
  • 6,185 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.