IFS Advisors’s Microsoft MSFT Stock Holding History

IFS 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	$21.1K	Buy	57 +1	+2%	+$418	0.01%	84
2025 Q4	$27.5K	Hold	56	–	–	0.01%	60
2025 Q3	$29.5K	Hold	56	–	–	0.02%	56
2025 Q2	$28.3K	Sell	56 -94	-63%	-$40.8K	0.02%	48
2025 Q1	$56.6K	Buy	150 +50	+50%	+$20.4K	0.05%	44
2024 Q4	$42.5K	Buy	100 +35	+54%	+$14.9K	0.03%	47
2024 Q3	$28.3K	Hold	65	–	–	0.02%	37
2024 Q2	$29.4K	Hold	65	–	–	0.02%	35
2024 Q1	$27.6K	Hold	65	–	–	0.02%	37
2023 Q4	$24.7K	Hold	65	–	–	0.03%	34
2023 Q3	$20.7K	Hold	65	–	–	0.04%	37
2023 Q2	$22.4K	Hold	65	–	–	0.06%	34
2023 Q1	$18.9K	Hold	65	–	–	0.08%	33
2022 Q4	$15.7K	Hold	65	–	–	0.03%	42
2022 Q3	$15K	Hold	65	–	–	0.03%	37
2022 Q2	$16K	Hold	65	–	–	0.04%	35
2022 Q1	$20K	Hold	65	–	–	0.02%	38
2021 Q4	$21K	Buy	+65	New	+$21.1K	0.01%	51
2021 Q1	–	Sell	-87	Closed	-$19K	–	104
2020 Q4	$19K	Buy	+87	New	+$18.7K	0.01%	73

Other funds holding MSFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

IFS Advisors's MSFT Position: Q1 2026 in Review

IFS Advisors increased its Microsoft (MSFT) stake by 1.8% in Q1 2026, buying an estimated $418 and bringing the position to 57 shares worth $21.1K. The position accounts for 0.01% of the portfolio, ranked #84.

IFS Advisors first reported a position in MSFT in Q4 2020 and has held it in 19 quarters since. The position peaked at $56.6K in Q1 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

IFS Advisors held 57 shares of Microsoft worth $21.1K as of Q1 2026.
IFS Advisors bought 1 Microsoft share in Q1 2026, an estimated $418.
Microsoft made up 0.01% of IFS Advisors's portfolio in Q1 2026, its #84 holding.
IFS Advisors first reported a position in Microsoft in Q4 2020 and has held it in 19 quarters since.
IFS Advisors's Microsoft position peaked at $56.6K in Q1 2025.
6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on IFS Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.