Independent Advisor Alliance’s Microsoft MSFT Stock Holding History

Independent Advisor Alliance’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
2021 Q1	–	Sell	-228	Closed	-$188K	–	634
2020 Q4	$188K	Buy	+228	New	+$49K	0.01%	517
2020 Q3	–	Sell	-3	Closed	-$5K	–	520
2020 Q2	$5K	Buy	+3	New	+$545	﹤0.01%	481
2020 Q1	–	Sell	-1	Closed	-$13K	–	695
2019 Q4	$13K	Buy	+1	New	+$147	﹤0.01%	879
2019 Q3	–	Sell	-4	Closed	-$6K	–	474
2019 Q2	$6K	Sell	4 -5,378	-100%	-$683K	﹤0.01%	410
2019 Q1	$627K	Buy	+5,382	New	+$587K	0.09%	198
2018 Q4	–	Sell	-157,387	Closed	-$17.9M	–	443
2018 Q3	$17.9M	Buy	+157,387	New	+$17.1M	3.23%	3

Other funds holding MSFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Independent Advisor Alliance's MSFT Position: Q1 2026 in Review

Independent Advisor Alliance reduced its Microsoft (MSFT) stake by 9.1% in Q1 2026, selling an estimated $12.9M and leaving 306,720 shares worth $114M. The position accounts for 1.22% of the portfolio, ranked #10.

Independent Advisor Alliance first reported a position in MSFT in Q4 2016 and has held it in 38 quarters since. The position peaked at $171M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Independent Advisor Alliance held 306,720 shares of Microsoft worth $114M as of Q1 2026.
Independent Advisor Alliance sold 30,788 Microsoft shares in Q1 2026, an estimated $12.9M.
Microsoft made up 1.22% of Independent Advisor Alliance's portfolio in Q1 2026, its #10 holding.
Independent Advisor Alliance first reported a position in Microsoft in Q4 2016 and has held it in 38 quarters since.
Independent Advisor Alliance's Microsoft position peaked at $171M in Q3 2025.
6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.