IFO
MSFT icon

Independent Family Office’s Microsoft MSFT Stock Holding History

Independent Family Office’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 		$1.75M Sell
4,740
-27
-0.6% -$11.3K 0.72% 24
2025
Q4 		$2.31M Hold
4,767
– – 0.96% 17
2025
Q3 		$2.47M Hold
4,767
– – 1.04% 16
2025
Q2 		$2.37M Buy
4,767
+407
+9% +$177K 1.1% 15
2025
Q1 		$1.64M Hold
4,360
– – 0.86% 19
2024
Q4 		$1.84M Hold
4,360
– – 0.95% 18
2024
Q3 		$1.87M Buy
4,360
+1,670
+62% +$714K 0.94% 20
2024
Q2 		$1.16M Sell
2,690
-1,764
-40% -$745K 0.66% 28
2024
Q1 		$1.87M Hold
4,454
– – 1.01% 21
2023
Q4 		$1.67M Hold
4,454
– – 0.95% 21
2023
Q3 		$1.41M Buy
4,454
+200
+5% +$66.1K 0.88% 27
2023
Q2 		$1.45M Hold
4,254
– – 0.88% 26
2023
Q1 		$1.23M Hold
4,254
– – 0.71% 31
2022
Q4 		$1.02M Hold
4,254
– – 0.61% 30
2022
Q3 		$991K Hold
4,254
– – 0.49% 31
2022
Q2 		$1.09K Buy
4,254
+314
+8% +$85.2K 0.54% 27
2022
Q1 		$1.22M Hold
3,940
– – 0.4% 26
2021
Q4 		$1.32M Buy
3,940
+1,400
+55% +$454K 0.5% 20
2021
Q3 		$716K Sell
2,540
-1,200
-32% -$349K 0.29% 26
2021
Q2 		$1.01M Hold
3,740
– – 0.4% 23
2021
Q1 		$882K Sell
3,740
-5
-0.1% -$1.16K 0.35% 25
2020
Q4 		$833K Buy
3,745
+80
+2% +$17.2K 0.35% 28
2020
Q3 		$771K Hold
3,665
– – 0.37% 27
2020
Q2 		$746K Buy
3,665
+95
+3% +$17.2K 0.39% 26
2020
Q1 		$563K Hold
3,570
– – 0.35% 26
2019
Q4 		$563K Buy
+3,570
New +$524K 0.35% 30

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

Independent Family Office's MSFT Position: Q1 2026 in Review

Independent Family Office reduced its Microsoft (MSFT) stake by 0.57% in Q1 2026, selling an estimated $11.3K and leaving 4,740 shares worth $1.75M. The position accounts for 0.72% of the portfolio, ranked #24.

Independent Family Office first reported a position in MSFT in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.47M in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Independent Family Office held 4,740 shares of Microsoft worth $1.75M as of Q1 2026.
  • Independent Family Office sold 27 Microsoft shares in Q1 2026, an estimated $11.3K.
  • Microsoft made up 0.72% of Independent Family Office's portfolio in Q1 2026, its #24 holding.
  • Independent Family Office first reported a position in Microsoft in Q4 2019 and has held it in 26 quarters since.
  • Independent Family Office's Microsoft position peaked at $2.47M in Q3 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Independent Family Office's 13F filing for Q1 2026, filed 15 May 2026.