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Impact Partnership Wealth’s Microsoft MSFT Stock Holding History

Impact Partnership Wealth’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 		$3.96M Buy
10,704
+1,767
+20% +$739K 0.49% 29
2025
Q4 		$4.32M Buy
8,937
+1,766
+25% +$885K 0.55% 24
2025
Q3 		$3.71M Buy
7,171
+1,086
+18% +$554K 0.55% 24
2025
Q2 		$3.03M Buy
6,085
+1,134
+23% +$492K 0.56% 26
2025
Q1 		$1.86M Buy
4,951
+14
+0.3% +$5.71K 0.4% 27
2024
Q4 		$2.08M Buy
4,937
+1,200
+32% +$511K 0.42% 29
2024
Q3 		$1.61M Sell
3,737
-193
-5% -$82.5K 0.36% 30
2024
Q2 		$1.76M Buy
3,930
+1,514
+63% +$639K 0.46% 28
2024
Q1 		$1.02M Buy
2,416
+147
+6% +$59.5K 0.4% 29
2023
Q4 		$853K Sell
2,269
-4,003
-64% -$1.42M 0.31% 39
2023
Q3 		$1.98M Buy
6,272
+3,591
+134% +$1.19M 0.62% 20
2023
Q2 		$913K Buy
+2,681
New +$840K 0.32% 32

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

Impact Partnership Wealth's MSFT Position: Q1 2026 in Review

Impact Partnership Wealth increased its Microsoft (MSFT) stake by 20% in Q1 2026, buying an estimated $739K and bringing the position to 10,704 shares worth $3.96M. The position accounts for 0.49% of the portfolio, ranked #29.

Impact Partnership Wealth first reported a position in MSFT in Q2 2023 and has held it in 12 quarters since. The position peaked at $4.32M in Q4 2025. 6,184 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Impact Partnership Wealth held 10,704 shares of Microsoft worth $3.96M as of Q1 2026.
  • Impact Partnership Wealth bought 1,767 Microsoft shares in Q1 2026, an estimated $739K.
  • Microsoft made up 0.49% of Impact Partnership Wealth's portfolio in Q1 2026, its #29 holding.
  • Impact Partnership Wealth first reported a position in Microsoft in Q2 2023 and has held it in 12 quarters since.
  • Impact Partnership Wealth's Microsoft position peaked at $4.32M in Q4 2025.
  • 6,184 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Impact Partnership Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.