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 Q2	$1.74M	Sell	4,677 -63	-1%	-$25.5K	0.7%	24
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	$1.09M	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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Independent Family Office's MSFT Position: Q2 2026 in Review

Independent Family Office reduced its Microsoft (MSFT) stake by 1.3% in Q2 2026, selling an estimated $25.5K and leaving 4,677 shares worth $1.74M. The position accounts for 0.7% of the portfolio, ranked #24.

Independent Family Office first reported a position in MSFT in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.47M in Q3 2025. 6,239 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Independent Family Office held 4,677 shares of Microsoft worth $1.74M as of Q2 2026.
Independent Family Office sold 63 Microsoft shares in Q2 2026, an estimated $25.5K.
Microsoft made up 0.7% of Independent Family Office's portfolio in Q2 2026, its #24 holding.
Independent Family Office first reported a position in Microsoft in Q4 2019 and has held it in 27 quarters since.
Independent Family Office's Microsoft position peaked at $2.47M in Q3 2025.
6,239 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Independent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.