IWA
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Icon Wealth Advisors’s Microsoft MSFT Stock Holding History

Icon Wealth Advisors’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 		$32.1M Sell
75,606
-15,698
-17% -$6.57M 2.08% 10
2025
Q4 		$44.5M Sell
91,304
-803
-0.9% -$402K 2.96% 7
2025
Q3 		$47.7M Sell
92,107
-2,602
-3% -$1.33M 3.23% 4
2025
Q2 		$47.1M Buy
94,709
+12,068
+15% +$5.24M 3.35% 5
2025
Q1 		$31M Buy
82,641
+296
+0.4% +$121K 2.55% 7
2024
Q4 		$34.7M Buy
82,345
+2,354
+3% +$1M 2.85% 6
2024
Q3 		$34.4M Sell
79,991
-3,328
-4% -$1.42M 2.87% 6
2024
Q2 		$34.9M Buy
83,319
+6,957
+9% +$2.94M 3.1% 5
2024
Q1 		$32.1M Buy
76,362
+12,519
+20% +$5.07M 2.98% 4
2023
Q4 		$24M Buy
+63,843
New +$22.7M 2.5% 7
2022
Q4 		$19.9M Buy
82,856
+149
+0.2% +$35.8K 2.28% 8
2022
Q3 		$19.3M Buy
+82,707
New +$21.8M 2.34% 6

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

Icon Wealth Advisors's MSFT Position: Q1 2026 in Review

Icon Wealth Advisors reduced its Microsoft (MSFT) stake by 17% in Q1 2026, selling an estimated $6.57M and leaving 75,606 shares worth $32.1M. The position accounts for 2.08% of the portfolio, ranked #10.

Icon Wealth Advisors first reported a position in MSFT in Q3 2022 and has held it in 12 quarters since. The position peaked at $47.7M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Icon Wealth Advisors held 75,606 shares of Microsoft worth $32.1M as of Q1 2026.
  • Icon Wealth Advisors sold 15,698 Microsoft shares in Q1 2026, an estimated $6.57M.
  • Microsoft made up 2.08% of Icon Wealth Advisors's portfolio in Q1 2026, its #10 holding.
  • Icon Wealth Advisors first reported a position in Microsoft in Q3 2022 and has held it in 12 quarters since.
  • Icon Wealth Advisors's Microsoft position peaked at $47.7M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.