IA
MSFT icon

IFG Advisors’s Microsoft MSFT Stock Holding History

IFG 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 		$2.36M Buy
6,335
+56
+0.9% +$22.7K 0.33% 40
2026
Q1 		$2.32M Sell
6,279
-12
-0.2% -$5.02K 0.38% 35
2025
Q4 		$3.04M Sell
6,291
-47
-0.7% -$23.6K 0.51% 26
2025
Q3 		$3.28M Buy
6,338
+33
+0.5% +$16.8K 0.54% 25
2025
Q2 		$3.14M Buy
6,305
+341
+6% +$148K 0.53% 27
2025
Q1 		$2.24M Buy
5,964
+4
+0.1% +$1.63K 0.43% 29
2024
Q4 		$2.51M Buy
5,960
+318
+6% +$135K 0.5% 28
2024
Q3 		$2.43M Buy
5,642
+357
+7% +$153K 0.52% 28
2024
Q2 		$2.36M Buy
5,285
+3
+0.1% +$1.27K 0.56% 29
2024
Q1 		$2.22M Buy
5,282
+4
+0.1% +$1.62K 0.58% 26
2023
Q4 		$1.98M Sell
5,278
-15
-0.3% -$5.34K 0.58% 27
2023
Q3 		$1.67M Sell
5,293
-26
-0.5% -$8.59K 0.59% 26
2023
Q2 		$1.81M Buy
5,319
+50
+0.9% +$15.7K 0.64% 25
2023
Q1 		$1.52M Buy
5,269
+48
+0.9% +$12.2K 0.6% 25
2022
Q4 		$1.25M Buy
5,221
+4
+0.1% +$960 0.55% 26
2022
Q3 		$1.22M Buy
5,217
+180
+4% +$47.5K 0.62% 25
2022
Q2 		$1.29M Sell
5,037
-105
-2% -$28.5K 0.65% 26
2022
Q1 		$1.58M Buy
5,142
+143
+3% +$43K 0.7% 26
2021
Q4 		$1.68M Sell
4,999
-152
-3% -$49.3K 0.71% 20
2021
Q3 		$1.45M Buy
5,151
+310
+6% +$90.2K 0.67% 21
2021
Q2 		$1.31M Buy
4,841
+1,501
+45% +$382K 0.63% 22
2021
Q1 		$788K Buy
3,340
+6
+0.2% +$1.39K 0.43% 30
2020
Q4 		$742K Buy
3,334
+10
+0.3% +$2.15K 0.46% 27
2020
Q3 		$699K Buy
3,324
+16
+0.5% +$3.36K 0.49% 24
2020
Q2 		$673K Buy
3,308
+173
+6% +$31.4K 0.53% 23
2020
Q1 		$494K Buy
+3,135
New +$516K 0.49% 32

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

IFG Advisors's MSFT Position: Q2 2026 in Review

IFG Advisors increased its Microsoft (MSFT) stake by 0.89% in Q2 2026, buying an estimated $22.7K and bringing the position to 6,335 shares worth $2.36M. The position accounts for 0.33% of the portfolio, ranked #40.

IFG Advisors first reported a position in MSFT in Q1 2020 and has held it in 26 quarters since. The position peaked at $3.28M in Q3 2025. 6,213 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • IFG Advisors held 6,335 shares of Microsoft worth $2.36M as of Q2 2026.
  • IFG Advisors bought 56 Microsoft shares in Q2 2026, an estimated $22.7K.
  • Microsoft made up 0.33% of IFG Advisors's portfolio in Q2 2026, its #40 holding.
  • IFG Advisors first reported a position in Microsoft in Q1 2020 and has held it in 26 quarters since.
  • IFG Advisors's Microsoft position peaked at $3.28M in Q3 2025.
  • 6,213 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on IFG Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.