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IEQ Capital’s Microsoft MSFT Stock Holding History

IEQ Capital’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 		$478M Buy
1,291,717
+199,224
+18% +$83.4M 2.22% 6
2025
Q4 		$528M Buy
1,092,493
+19,942
+2% +$9.99M 1.58% 7
2025
Q3 		$556M Buy
1,072,551
+185,048
+21% +$94.4M 1.69% 7
2025
Q2 		$441M Buy
887,503
+36,143
+4% +$15.7M 2.7% 6
2025
Q1 		$320M Buy
851,360
+73,233
+9% +$29.9M 2.54% 5
2024
Q4 		$328M Buy
778,127
+23,716
+3% +$10.1M 3.17% 5
2024
Q3 		$325M Buy
754,411
+33,576
+5% +$14.4M 3.98% 5
2024
Q2 		$322M Buy
720,835
+54,284
+8% +$22.9M 4.34% 4
2024
Q1 		$280M Buy
666,551
+34,601
+5% +$14M 4.03% 4
2023
Q4 		$238M Buy
631,950
+28,233
+5% +$10M 3.95% 5
2023
Q3 		$191M Sell
603,717
-15,983
-3% -$5.28M 3.88% 5
2023
Q2 		$211M Buy
619,700
+25,609
+4% +$8.03M 4.26% 4
2023
Q1 		$171M Buy
594,091
+2,531
+0.4% +$646K 3.97% 5
2022
Q4 		$142M Buy
591,560
+22,537
+4% +$5.41M 3.97% 4
2022
Q3 		$133M Buy
569,023
+103,158
+22% +$27.2M 3.64% 6
2022
Q2 		$120M Buy
465,865
+53,097
+13% +$14.4M 3.63% 5
2022
Q1 		$127M Buy
412,768
+74,614
+22% +$22.4M 3.03% 7
2021
Q4 		$114M Buy
338,154
+29,334
+9% +$9.51M 2.63% 12
2021
Q3 		$87.1M Buy
308,820
+29,589
+11% +$8.61M 2.31% 13
2021
Q2 		$75.6M Buy
279,231
+50,194
+22% +$12.8M 2.22% 12
2021
Q1 		$54M Buy
229,037
+31,221
+16% +$7.24M 2.23% 12
2020
Q4 		$44M Sell
197,816
-3,070
-2% -$660K 1.96% 11
2020
Q3 		$42.3M Buy
200,886
+9,369
+5% +$1.97M 2.27% 10
2020
Q2 		$39M Buy
191,517
+24,075
+14% +$4.37M 2.53% 9
2020
Q1 		$26.4M Buy
167,442
+86,423
+107% +$14.2M 2.12% 11
2019
Q4 		$12.8M Buy
+81,019
New +$11.9M 1.12% 16

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

IEQ Capital's MSFT Position: Q1 2026 in Review

IEQ Capital increased its Microsoft (MSFT) stake by 18% in Q1 2026, buying an estimated $83.4M and bringing the position to 1,291,717 shares worth $478M. The position accounts for 2.22% of the portfolio, ranked #6.

IEQ Capital first reported a position in MSFT in Q4 2019 and has held it in 26 quarters since. The position peaked at $556M in Q3 2025. 6,181 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • IEQ Capital held 1,291,717 shares of Microsoft worth $478M as of Q1 2026.
  • IEQ Capital bought 199,224 Microsoft shares in Q1 2026, an estimated $83.4M.
  • Microsoft made up 2.22% of IEQ Capital's portfolio in Q1 2026, its #6 holding.
  • IEQ Capital first reported a position in Microsoft in Q4 2019 and has held it in 26 quarters since.
  • IEQ Capital's Microsoft position peaked at $556M in Q3 2025.
  • 6,181 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.