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 Q2	$39.9K	Buy	107 +50	+88%	+$20.2K	0.02%	64
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

IFS Advisors's MSFT Position: Q2 2026 in Review

IFS Advisors increased its Microsoft (MSFT) stake by 88% in Q2 2026, buying an estimated $20.2K and bringing the position to 107 shares worth $39.9K. The position accounts for 0.02% of the portfolio, ranked #64.

IFS Advisors first reported a position in MSFT in Q4 2020 and has held it in 20 quarters since. The position peaked at $56.6K in Q1 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

IFS Advisors held 107 shares of Microsoft worth $39.9K as of Q2 2026.
IFS Advisors bought 50 Microsoft shares in Q2 2026, an estimated $20.2K.
Microsoft made up 0.02% of IFS Advisors's portfolio in Q2 2026, its #64 holding.
IFS Advisors first reported a position in Microsoft in Q4 2020 and has held it in 20 quarters since.
IFS Advisors's Microsoft position peaked at $56.6K in Q1 2025.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on IFS Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.