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Iams Wealth Management’s Microsoft MSFT Stock Holding History

Iams Wealth Management’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
Q2 		$6.35M Buy
17,031
+258
+2% +$104K 1.91% 9
2026
Q1 		$6.21M Buy
16,773
+2,631
+19% +$1.1M 2.16% 6
2025
Q4 		$6.84M Buy
14,142
+2,581
+22% +$1.29M 2.47% 4
2025
Q3 		$5.99M Sell
11,561
-3,563
-24% -$1.82M 2.4% 4
2025
Q2 		$7.52M Buy
15,124
+2,767
+22% +$1.2M 3.45% 3
2025
Q1 		$4.64M Buy
12,357
+1,289
+12% +$526K 2.12% 5
2024
Q4 		$4.67M Buy
11,068
+669
+6% +$285K 2.13% 7
2024
Q3 		$4.47M Buy
10,399
+1,077
+12% +$460K 2.2% 8
2024
Q2 		$4.17M Buy
9,322
+1,453
+18% +$614K 2.28% 6
2024
Q1 		$3.21M Sell
7,869
-146
-2% -$59.1K 1.96% 10
2023
Q4 		$3.01M Sell
8,015
-751
-9% -$267K 1.95% 11
2023
Q3 		$2.77M Buy
+8,766
New +$2.9M 1.92% 12
2023
Q2 		– Sell
-7,064
Closed -$2.21M – 199
2023
Q1 		$2M Buy
7,064
+1,917
+37% +$489K 1.67% 11
2022
Q4 		$1.23M Buy
+5,147
New +$1.24M 1.26% 17

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Iams Wealth Management's MSFT Position: Q2 2026 in Review

Iams Wealth Management increased its Microsoft (MSFT) stake by 1.5% in Q2 2026, buying an estimated $104K and bringing the position to 17,031 shares worth $6.35M. The position accounts for 1.91% of the portfolio, ranked #9.

Iams Wealth Management first reported a position in MSFT in Q4 2022 and has held it in 14 quarters since. The position peaked at $7.52M in Q2 2025. 3,060 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Iams Wealth Management held 17,031 shares of Microsoft worth $6.35M as of Q2 2026.
  • Iams Wealth Management bought 258 Microsoft shares in Q2 2026, an estimated $104K.
  • Microsoft made up 1.91% of Iams Wealth Management's portfolio in Q2 2026, its #9 holding.
  • Iams Wealth Management first reported a position in Microsoft in Q4 2022 and has held it in 14 quarters since.
  • Iams Wealth Management's Microsoft position peaked at $7.52M in Q2 2025.
  • 3,060 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.