IMG Wealth Management
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IMG Wealth Management’s Microsoft MSFT Stock Holding History

IMG Wealth Management’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 		$459K Buy
1,229
+211
+21% +$85.4K 0.26% 52
2026
Q1 		$377K Sell
1,018
-694
-41% -$290K 0.24% 56
2025
Q4 		$828K Buy
1,712
+175
+11% +$87.7K 0.53% 29
2025
Q3 		$796K Hold
1,537
– – 0.54% 25
2025
Q2 		$765K Buy
1,537
+329
+27% +$143K 0.59% 25
2025
Q1 		$454K Sell
1,208
-6
-0.5% -$2.45K 0.41% 32
2024
Q4 		$512K Buy
+1,214
New +$517K 0.47% 29

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 $3.38T AUM 44.17% 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

IMG Wealth Management's MSFT Position: Q2 2026 in Review

IMG Wealth Management increased its Microsoft (MSFT) stake by 21% in Q2 2026, buying an estimated $85.4K and bringing the position to 1,229 shares worth $459K. The position accounts for 0.26% of the portfolio, ranked #52.

IMG Wealth Management first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $828K in Q4 2025. 6,262 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • IMG Wealth Management held 1,229 shares of Microsoft worth $459K as of Q2 2026.
  • IMG Wealth Management bought 211 Microsoft shares in Q2 2026, an estimated $85.4K.
  • Microsoft made up 0.26% of IMG Wealth Management's portfolio in Q2 2026, its #52 holding.
  • IMG Wealth Management first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • IMG Wealth Management's Microsoft position peaked at $828K in Q4 2025.
  • 6,262 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.