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Impact Asset Management’s Microsoft MSFT Stock Holding History

Impact Asset 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
2025
Q1 		$15.2M Sell
40,561
-9,580
-19% -$3.91M 5.97% 1
2024
Q4 		$21.1M Buy
50,141
+14,465
+41% +$6.16M 8.35% 1
2024
Q3 		$15.4M Buy
+35,676
New +$15.3M 5.9% 1

Other funds holding MSFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Impact Asset Management's MSFT Position: Q1 2025 in Review

Impact Asset Management reduced its Microsoft (MSFT) stake by 19% in Q1 2025, selling an estimated $3.91M and leaving 40,561 shares worth $15.2M. The position accounts for 5.97% of the portfolio, ranked #1.

Impact Asset Management first reported a position in MSFT in Q3 2024 and has held it in 3 quarters since. The position peaked at $21.1M in Q4 2024. 5,764 funds tracked by Wall St. Rank hold MSFT as of Q1 2025.

  • Impact Asset Management held 40,561 shares of Microsoft worth $15.2M as of Q1 2025.
  • Impact Asset Management sold 9,580 Microsoft shares in Q1 2025, an estimated $3.91M.
  • Microsoft made up 5.97% of Impact Asset Management's portfolio in Q1 2025, its #1 holding.
  • Impact Asset Management first reported a position in Microsoft in Q3 2024 and has held it in 3 quarters since.
  • Impact Asset Management's Microsoft position peaked at $21.1M in Q4 2024.
  • 5,764 funds tracked by Wall St. Rank held Microsoft as of Q1 2025.

Based on Impact Asset Management's 13F filing for Q1 2025, filed 14 Aug 2025.