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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

IMG Wealth Management's MSFT Position: Q1 2026 in Review

IMG Wealth Management reduced its Microsoft (MSFT) stake by 41% in Q1 2026, selling an estimated $290K and leaving 1,018 shares worth $377K. The position accounts for 0.24% of the portfolio, ranked #56.

IMG Wealth Management first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $828K in Q4 2025. 6,184 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • IMG Wealth Management held 1,018 shares of Microsoft worth $377K as of Q1 2026.
  • IMG Wealth Management sold 694 Microsoft shares in Q1 2026, an estimated $290K.
  • Microsoft made up 0.24% of IMG Wealth Management's portfolio in Q1 2026, its #56 holding.
  • IMG Wealth Management first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • IMG Wealth Management's Microsoft position peaked at $828K in Q4 2025.
  • 6,184 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on IMG Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.