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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
Q2 		$8.03M Sell
21,540
-3,904
-15% -$1.58M 1.05% 21
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Independent Solutions Wealth Management's MSFT Position: Q2 2026 in Review

Independent Solutions Wealth Management reduced its Microsoft (MSFT) stake by 15% in Q2 2026, selling an estimated $1.58M and leaving 21,540 shares worth $8.03M. The position accounts for 1.05% of the portfolio, ranked #21.

Independent Solutions Wealth Management first reported a position in MSFT in Q4 2019 and has held it in 27 quarters since. The position peaked at $11.9M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Independent Solutions Wealth Management held 21,540 shares of Microsoft worth $8.03M as of Q2 2026.
  • Independent Solutions Wealth Management sold 3,904 Microsoft shares in Q2 2026, an estimated $1.58M.
  • Microsoft made up 1.05% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Independent Solutions Wealth Management first reported a position in Microsoft in Q4 2019 and has held it in 27 quarters since.
  • Independent Solutions Wealth Management's Microsoft position peaked at $11.9M in Q3 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.