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Independent Solutions Wealth Management’s Microsoft MSFT Stock Holding History

Independent Solutions Wealth Management’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 		$9.42M Buy
25,444
+2,658
+12% +$1.11M 1.39% 14
2025
Q4 		$11M Sell
22,786
-241
-1% -$121K 2.02% 10
2025
Q3 		$11.9M Buy
23,027
+510
+2% +$260K 2.12% 9
2025
Q2 		$11.2M Sell
22,517
-320
-1% -$139K 2.19% 10
2025
Q1 		$8.57M Sell
22,837
-167
-0.7% -$68.1K 1.92% 10
2024
Q4 		$9.7M Sell
23,004
-522
-2% -$222K 2.12% 9
2024
Q3 		$10.1M Sell
23,526
-554
-2% -$237K 2.29% 10
2024
Q2 		$10.8M Buy
24,080
+137
+0.6% +$57.9K 2.47% 8
2024
Q1 		$10.1M Sell
23,943
-518
-2% -$210K 2.39% 9
2023
Q4 		$9.2M Buy
24,461
+5,224
+27% +$1.86M 2.36% 9
2023
Q3 		$6.07M Buy
19,237
+815
+4% +$269K 1.58% 14
2023
Q2 		$6.27M Sell
18,422
-214
-1% -$67.1K 1.58% 14
2023
Q1 		$5.37M Sell
18,636
-1,124
-6% -$287K 1.58% 13
2022
Q4 		$4.74M Sell
19,760
-6,761
-25% -$1.62M 1.44% 14
2022
Q3 		$6.18M Sell
26,521
-240
-0.9% -$63.4K 2.03% 11
2022
Q2 		$6.87M Sell
26,761
-2,213
-8% -$601K 2.14% 11
2022
Q1 		$8.93M Sell
28,974
-280
-1% -$84.2K 2.1% 11
2021
Q4 		$9.84M Buy
29,254
+743
+3% +$241K 2.32% 10
2021
Q3 		$8.04M Sell
28,511
-196
-0.7% -$57K 1.99% 12
2021
Q2 		$7.78M Buy
28,707
+1,357
+5% +$345K 1.89% 11
2021
Q1 		$6.45M Sell
27,350
-221
-0.8% -$51.3K 1.77% 13
2020
Q4 		$6.13M Buy
27,571
+3,040
+12% +$654K 1.91% 12
2020
Q3 		$5.16M Buy
24,531
+3,995
+19% +$839K 1.97% 14
2020
Q2 		$4.18M Buy
20,536
+3,003
+17% +$545K 1.79% 16
2020
Q1 		$2.77M Buy
17,533
+982
+6% +$161K 1.53% 18
2019
Q4 		$2.61M Buy
+16,551
New +$2.43M 1.16% 22

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 Solutions Wealth Management's MSFT Position: Q1 2026 in Review

Independent Solutions Wealth Management increased its Microsoft (MSFT) stake by 12% in Q1 2026, buying an estimated $1.11M and bringing the position to 25,444 shares worth $9.42M. The position accounts for 1.39% of the portfolio, ranked #14.

Independent Solutions Wealth Management first reported a position in MSFT in Q4 2019 and has held it in 26 quarters since. The position peaked at $11.9M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Independent Solutions Wealth Management held 25,444 shares of Microsoft worth $9.42M as of Q1 2026.
  • Independent Solutions Wealth Management bought 2,658 Microsoft shares in Q1 2026, an estimated $1.11M.
  • Microsoft made up 1.39% of Independent Solutions Wealth Management's portfolio in Q1 2026, its #14 holding.
  • Independent Solutions Wealth Management first reported a position in Microsoft in Q4 2019 and has held it in 26 quarters since.
  • Independent Solutions Wealth Management's Microsoft position peaked at $11.9M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.