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IFC Advisors’s Microsoft MSFT Stock Holding History

IFC 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
Q2 		$10.2M Buy
27,421
+545
+2% +$221K 1.3% 17
2026
Q1 		$9.95M Buy
26,876
+988
+4% +$413K 1.42% 15
2025
Q4 		$12.5M Sell
25,888
-29
-0.1% -$14.5K 1.83% 10
2025
Q3 		$13.4M Sell
25,917
-548
-2% -$280K 2.46% 8
2025
Q2 		$13.2M Buy
26,465
+1,140
+5% +$495K 2.46% 6
2025
Q1 		$9.51M Buy
25,325
+296
+1% +$121K 1.98% 8
2024
Q4 		$10.5M Buy
+25,029
New +$10.7M 2.3% 8

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

IFC Advisors's MSFT Position: Q2 2026 in Review

IFC Advisors increased its Microsoft (MSFT) stake by 2% in Q2 2026, buying an estimated $221K and bringing the position to 27,421 shares worth $10.2M. The position accounts for 1.3% of the portfolio, ranked #17.

IFC Advisors first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.4M in Q3 2025. 4,112 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • IFC Advisors held 27,421 shares of Microsoft worth $10.2M as of Q2 2026.
  • IFC Advisors bought 545 Microsoft shares in Q2 2026, an estimated $221K.
  • Microsoft made up 1.3% of IFC Advisors's portfolio in Q2 2026, its #17 holding.
  • IFC Advisors first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • IFC Advisors's Microsoft position peaked at $13.4M in Q3 2025.
  • 4,112 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on IFC Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.