IAM Advisory’s Microsoft MSFT Stock Holding History

IAM Advisory's MSFT Position: Q2 2026 in Review

IAM Advisory increased its Microsoft (MSFT) stake by 3.5% in Q2 2026, buying an estimated $121K and bringing the position to 8,822 shares worth $3.29M. The position accounts for 0.64% of the portfolio, ranked #24.

IAM Advisory first reported a position in MSFT in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.37M in Q3 2025. 6,213 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

• IAM Advisory held 8,822 shares of Microsoft worth $3.29M as of Q2 2026.
• IAM Advisory bought 298 Microsoft shares in Q2 2026, an estimated $121K.
• Microsoft made up 0.64% of IAM Advisory's portfolio in Q2 2026, its #24 holding.
• IAM Advisory first reported a position in Microsoft in Q4 2020 and has held it in 22 quarters since.
• IAM Advisory's Microsoft position peaked at $4.37M in Q3 2025.
• 6,213 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on IAM Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.