IHT Wealth Management’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 | $51.1M | Buy |
137,964
+15,504
| +13% | +$6.49M | 1.19% | 14 |
|
|
2025
Q4 | $59.2M | Sell |
122,460
-393
| -0.3% | -$197K | 1.44% | 9 |
|
|
2025
Q3 | $63.6M | Sell |
122,853
-1,482
| -1% | -$756K | 1.61% | 8 |
|
|
2025
Q2 | $61.8M | Sell |
124,335
-1,848
| -1% | -$803K | 1.7% | 8 |
|
|
2025
Q1 | $47.4M | Buy |
126,183
+5,288
| +4% | +$2.16M | 1.48% | 9 |
|
|
2024
Q4 | $51M | Sell |
120,895
-17,347
| -13% | -$7.39M | 1.64% | 8 |
|
|
2024
Q3 | $59.2M | Buy |
138,242
+30,380
| +28% | +$13M | 1.68% | 6 |
|
|
2024
Q2 | $48.2M | Sell |
107,862
-942
| -0.9% | -$398K | 1.8% | 6 |
|
|
2024
Q1 | $45.8M | Buy |
108,804
+3,461
| +3% | +$1.4M | 1.83% | 6 |
|
|
2023
Q4 | $39.6M | Sell |
105,343
-3,449
| -3% | -$1.23M | 1.77% | 5 |
|
|
2023
Q3 | $34.4M | Buy |
108,792
+11,948
| +12% | +$3.95M | 1.74% | 6 |
|
|
2023
Q2 | $33M | Buy |
96,844
+4,280
| +5% | +$1.34M | 1.72% | 6 |
|
|
2023
Q1 | $26.7M | Buy |
92,564
+3,352
| +4% | +$855K | 1.52% | 8 |
|
|
2022
Q4 | $21.4M | Sell |
89,212
-3,233
| -3% | -$776K | 1.34% | 10 |
|
|
2022
Q3 | $21.5M | Buy |
92,445
+15,401
| +20% | +$4.07M | 1.64% | 7 |
|
|
2022
Q2 | $19.8M | Buy |
77,044
+2,334
| +3% | +$633K | 1.74% | 8 |
|
|
2022
Q1 | $23M | Buy |
74,710
+4,525
| +6% | +$1.36M | 1.75% | 9 |
|
|
2021
Q4 | $23.6M | Buy |
70,185
+15
| +0% | +$4.86K | 1.74% | 7 |
|
|
2021
Q3 | $19.8M | Sell |
70,170
-14,269
| -17% | -$4.15M | 1.61% | 8 |
|
|
2021
Q2 | $22.9M | Buy |
84,439
+7,901
| +10% | +$2.01M | 1.45% | 7 |
|
|
2021
Q1 | $18M | Buy |
76,538
+5,003
| +7% | +$1.16M | 1.3% | 9 |
|
|
2020
Q4 | $15.9M | Buy |
71,535
+4,671
| +7% | +$1M | 1.32% | 10 |
|
|
2020
Q3 | $14.1M | Buy |
66,864
+8,750
| +15% | +$1.84M | 1.41% | 10 |
|
|
2020
Q2 | $11.8M | Sell |
58,114
-14,384
| -20% | -$2.61M | 1.62% | 10 |
|
|
2020
Q1 | $11.4M | Buy |
72,498
+10,166
| +16% | +$1.67M | 1.65% | 9 |
|
|
2019
Q4 | $9.83M | Buy |
62,332
+3,354
| +6% | +$493K | 1.16% | 13 |
|
|
2019
Q3 | $8.21M | Buy |
58,978
+7,305
| +14% | +$1M | 1.12% | 12 |
|
|
2019
Q2 | $6.92M | Buy |
51,673
+6,613
| +15% | +$840K | 1.01% | 14 |
|
|
2019
Q1 | $5.31M | Buy |
45,060
+664
| +1% | +$72.4K | 0.89% | 18 |
|
|
2018
Q4 | $4.51M | Buy |
44,396
+6,902
| +18% | +$739K | 0.87% | 22 |
|
|
2018
Q3 | $4.29M | Buy |
37,494
+2,698
| +8% | +$292K | 0.93% | 19 |
|
|
2018
Q2 | $3.43M | Buy |
34,796
+5,106
| +17% | +$495K | 0.88% | 19 |
|
|
2018
Q1 | $2.63M | Sell |
29,690
-243
| -0.8% | -$22.2K | 0.71% | 21 |
|
|
2017
Q4 | $2.64M | Buy |
29,933
+14,269
| +91% | +$1.17M | 0.7% | 20 |
|
|
2017
Q3 | $1.2M | Buy |
15,664
+571
| +4% | +$41.7K | 0.51% | 41 |
|
|
2017
Q2 | $0 | Buy |
15,093
+3,203
| +27% | +$220K | ﹤0.01% | 1443 |
|
|
2017
Q1 | $780K | Buy |
11,890
+849
| +8% | +$54.4K | 0.52% | 40 |
|
|
2016
Q4 | $691K | Buy |
+11,041
| New | +$664K | 0.52% | 44 |
|
Other funds holding MSFT
VCM
VPM
IHT Wealth Management's MSFT Position: Q1 2026 in Review
IHT Wealth Management increased its Microsoft (MSFT) stake by 13% in Q1 2026, buying an estimated $6.49M and bringing the position to 137,964 shares worth $51.1M. The position accounts for 1.19% of the portfolio, ranked #14.
IHT Wealth Management first reported a position in MSFT in Q4 2016 and has held it in 38 quarters since. The position peaked at $63.6M in Q3 2025. 6,182 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.
- IHT Wealth Management held 137,964 shares of Microsoft worth $51.1M as of Q1 2026.
- IHT Wealth Management bought 15,504 Microsoft shares in Q1 2026, an estimated $6.49M.
- Microsoft made up 1.19% of IHT Wealth Management's portfolio in Q1 2026, its #14 holding.
- IHT Wealth Management first reported a position in Microsoft in Q4 2016 and has held it in 38 quarters since.
- IHT Wealth Management's Microsoft position peaked at $63.6M in Q3 2025.
- 6,182 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.
Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.