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
2023 Q3	–	Sell	-14,622	Closed	-$4.91M	–	203
2023 Q2	$4.91M	Buy	+14,622	New	+$4.58M	1.79%	13

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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. 6,221 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.
6,221 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.