IFG Advisory’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $181K | Sell |
489
-43,918
| -99% | -$18.4M | 0.52% | 35 |
|
|
2025
Q4 | $21.5M | Buy |
44,407
+3,070
| +7% | +$1.54M | 0.94% | 14 |
|
|
2025
Q3 | $21.4M | Sell |
41,337
-1,383
| -3% | -$706K | 0.97% | 14 |
|
|
2025
Q2 | $21.2M | Buy |
42,720
+934
| +2% | +$406K | 1.07% | 13 |
|
|
2025
Q1 | $15.7M | Buy |
41,786
+4,509
| +12% | +$1.84M | 0.87% | 18 |
|
|
2024
Q4 | $15.7M | Buy |
37,277
+2,180
| +6% | +$929K | 0.89% | 18 |
|
|
2024
Q3 | $15.1M | Sell |
35,097
-162
| -0.5% | -$69.2K | 0.96% | 17 |
|
|
2024
Q2 | $15.8M | Buy |
35,259
+612
| +2% | +$258K | 1.01% | 15 |
|
|
2024
Q1 | $14.6M | Sell |
34,647
-3,188
| -8% | -$1.29M | 1.09% | 14 |
|
|
2023
Q4 | $14.2M | Sell |
37,835
-1,370
| -3% | -$488K | 1.04% | 12 |
|
|
2023
Q3 | $12.4M | Buy |
39,205
+3,675
| +10% | +$1.21M | 1.04% | 12 |
|
|
2023
Q2 | $12.1M | Buy |
35,530
+2,909
| +9% | +$912K | 1.07% | 14 |
|
|
2023
Q1 | $9.4M | Buy |
32,621
+552
| +2% | +$141K | 0.88% | 18 |
|
|
2022
Q4 | $7.69M | Sell |
32,069
-5,112
| -14% | -$1.23M | 0.77% | 23 |
|
|
2022
Q3 | $8.66M | Buy |
37,181
+5,839
| +19% | +$1.54M | 0.79% | 22 |
|
|
2022
Q2 | $8.05M | Sell |
31,342
-2,725
| -8% | -$740K | 0.85% | 24 |
|
|
2022
Q1 | $10.5M | Sell |
34,067
-1,415
| -4% | -$426K | 1.06% | 12 |
|
|
2021
Q4 | $11.9M | Buy |
35,482
+428
| +1% | +$139K | 1.16% | 12 |
|
|
2021
Q3 | $9.88M | Buy |
35,054
+1,907
| +6% | +$555K | 1.06% | 14 |
|
|
2021
Q2 | $8.98M | Sell |
33,147
-204
| -0.6% | -$51.9K | 1% | 15 |
|
|
2021
Q1 | $7.86M | Buy |
33,351
+718
| +2% | +$167K | 0.98% | 13 |
|
|
2020
Q4 | $7.26M | Buy |
32,633
+2,713
| +9% | +$583K | 1% | 15 |
|
|
2020
Q3 | $6.29M | Sell |
29,920
-44
| -0.1% | -$9.24K | 1.02% | 15 |
|
|
2020
Q2 | $6.1M | Buy |
29,964
+257
| +0.9% | +$46.7K | 1.1% | 13 |
|
|
2020
Q1 | $4.68M | Buy |
29,707
+4,105
| +16% | +$675K | 1.05% | 17 |
|
|
2019
Q4 | $4.04M | Sell |
25,602
-3,763
| -13% | -$553K | 0.74% | 24 |
|
|
2019
Q3 | $4.08M | Sell |
29,365
-6,612
| -18% | -$909K | 0.79% | 22 |
|
|
2019
Q2 | $4.82M | Sell |
35,977
-4,633
| -11% | -$588K | 0.85% | 20 |
|
|
2019
Q1 | $4.79M | Buy |
40,610
+1,278
| +3% | +$139K | 0.92% | 19 |
|
|
2018
Q4 | $3.99M | Sell |
39,332
-5,438
| -12% | -$583K | 0.94% | 18 |
|
|
2018
Q3 | $5.12M | Buy |
44,770
+795
| +2% | +$86.2K | 0.96% | 19 |
|
|
2018
Q2 | $4.34M | Buy |
43,975
+1,581
| +4% | +$153K | 0.89% | 21 |
|
|
2018
Q1 | $3.87M | Sell |
42,394
-766
| -2% | -$70.1K | 0.86% | 21 |
|
|
2017
Q4 | $3.69M | Buy |
+43,160
| New | +$3.54M | 0.83% | 24 |
|
Other funds holding MSFT
VCM
VPM
IFG Advisory's MSFT Position: Q1 2026 in Review
IFG Advisory reduced its Microsoft (MSFT) stake by 99% in Q1 2026, selling an estimated $18.4M and leaving 489 shares worth $181K. The position accounts for 0.52% of the portfolio, ranked #35.
IFG Advisory first reported a position in MSFT in Q4 2017 and has held it in 34 quarters since. The position peaked at $21.5M in Q4 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.
- IFG Advisory held 489 shares of Microsoft worth $181K as of Q1 2026.
- IFG Advisory sold 43,918 Microsoft shares in Q1 2026, an estimated $18.4M.
- Microsoft made up 0.52% of IFG Advisory's portfolio in Q1 2026, its #35 holding.
- IFG Advisory first reported a position in Microsoft in Q4 2017 and has held it in 34 quarters since.
- IFG Advisory's Microsoft position peaked at $21.5M in Q4 2025.
- 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.
Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.