Independence Bank of Kentucky’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $31.1M | Buy |
83,304
+2,400
| +3% | +$971K | 3.5% | 3 |
|
|
2026
Q1 | $29.9M | Buy |
80,904
+3,391
| +4% | +$1.42M | 3.79% | 2 |
|
|
2025
Q4 | $37.5M | Buy |
77,513
+3,072
| +4% | +$1.54M | 4.66% | 2 |
|
|
2025
Q3 | $38.6M | Buy |
74,441
+2,494
| +3% | +$1.27M | 4.96% | 2 |
|
|
2025
Q2 | $35.8M | Buy |
71,947
+516
| +0.7% | +$224K | 5.07% | 2 |
|
|
2025
Q1 | $26.8M | Buy |
71,431
+3,862
| +6% | +$1.57M | 4.19% | 2 |
|
|
2024
Q4 | $28.5M | Buy |
67,569
+22,817
| +51% | +$9.72M | 4.38% | 3 |
|
|
2024
Q3 | $19.3M | Buy |
44,752
+11,453
| +34% | +$4.9M | 4.14% | 3 |
|
|
2024
Q2 | $14.9M | Buy |
33,299
+4,765
| +17% | +$2.01M | 3.95% | 3 |
|
|
2024
Q1 | $12M | Buy |
28,534
+5,689
| +25% | +$2.3M | 3.59% | 3 |
|
|
2023
Q4 | $8.59M | Buy |
22,845
+5,374
| +31% | +$1.91M | 3.02% | 3 |
|
|
2023
Q3 | $5.52M | Buy |
17,471
+1,245
| +8% | +$411K | 2.33% | 5 |
|
|
2023
Q2 | $5.53M | Buy |
16,226
+338
| +2% | +$106K | 2.24% | 6 |
|
|
2023
Q1 | $4.58M | Buy |
15,888
+221
| +1% | +$56.4K | 1.99% | 6 |
|
|
2022
Q4 | $3.76M | Buy |
15,667
+1,271
| +9% | +$305K | 1.69% | 9 |
|
|
2022
Q3 | $3.35M | Buy |
14,396
+345
| +2% | +$91.1K | 1.65% | 10 |
|
|
2022
Q2 | $3.61M | Sell |
14,051
-303
| -2% | -$82.2K | 1.62% | 9 |
|
|
2022
Q1 | $4.42M | Buy |
14,354
+1,693
| +13% | +$509K | 1.75% | 8 |
|
|
2021
Q4 | $4.26M | Sell |
12,661
-1,385
| -10% | -$449K | 1.74% | 9 |
|
|
2021
Q3 | $3.96M | Sell |
14,046
-1,076
| -7% | -$313K | 1.71% | 11 |
|
|
2021
Q2 | $4.1M | Buy |
15,122
+805
| +6% | +$205K | 1.82% | 12 |
|
|
2021
Q1 | $3.38M | Buy |
14,317
+1,065
| +8% | +$247K | 1.64% | 14 |
|
|
2020
Q4 | $2.95M | Sell |
13,252
-41
| -0.3% | -$8.82K | 1.53% | 14 |
|
|
2020
Q3 | $2.8M | Sell |
13,293
-492
| -4% | -$103K | 1.59% | 13 |
|
|
2020
Q2 | $2.81M | Sell |
13,785
-10
| -0.1% | -$1.81K | 1.82% | 7 |
|
|
2020
Q1 | $2.18M | Sell |
13,795
-1,440
| -9% | -$237K | 1.71% | 11 |
|
|
2019
Q4 | $2.4M | Sell |
15,235
-292
| -2% | -$42.9K | 1.55% | 12 |
|
|
2019
Q3 | $2.16M | Buy |
15,527
+567
| +4% | +$78K | 1.54% | 12 |
|
|
2019
Q2 | $2M | Buy |
14,960
+95
| +0.6% | +$12.1K | 1.57% | 16 |
|
|
2019
Q1 | $1.75M | Sell |
14,865
-95
| -0.6% | -$10.4K | 1.43% | 19 |
|
|
2018
Q4 | $1.52M | Sell |
14,960
-1,664
| -10% | -$178K | 1.38% | 21 |
|
|
2018
Q3 | $1.9M | Sell |
16,624
-410
| -2% | -$44.4K | 1.49% | 18 |
|
|
2018
Q2 | $1.68M | Sell |
17,034
-1,725
| -9% | -$167K | 1.41% | 23 |
|
|
2018
Q1 | $1.71M | Sell |
18,759
-150
| -0.8% | -$13.7K | 1.46% | 19 |
|
|
2017
Q4 | $1.62M | Buy |
+18,909
| New | +$1.55M | 1.38% | 22 |
|
Other funds holding MSFT
Independence Bank of Kentucky's MSFT Position: Q2 2026 in Review
Independence Bank of Kentucky increased its Microsoft (MSFT) stake by 3% in Q2 2026, buying an estimated $971K and bringing the position to 83,304 shares worth $31.1M. The position accounts for 3.5% of the portfolio, ranked #3.
Independence Bank of Kentucky first reported a position in MSFT in Q4 2017 and has held it in 35 quarters since. The position peaked at $38.6M in Q3 2025. 3,057 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Independence Bank of Kentucky held 83,304 shares of Microsoft worth $31.1M as of Q2 2026.
- Independence Bank of Kentucky bought 2,400 Microsoft shares in Q2 2026, an estimated $971K.
- Microsoft made up 3.5% of Independence Bank of Kentucky's portfolio in Q2 2026, its #3 holding.
- Independence Bank of Kentucky first reported a position in Microsoft in Q4 2017 and has held it in 35 quarters since.
- Independence Bank of Kentucky's Microsoft position peaked at $38.6M in Q3 2025.
- 3,057 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.