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Independent Wealth Network’s Microsoft MSFT Stock Holding History

Independent Wealth Network’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 		$4.15M Buy
11,217
+1,398
+14% +$585K 1.23% 14
2025
Q4 		$4.75M Buy
9,819
+643
+7% +$322K 1.45% 15
2025
Q3 		$4.75M Sell
9,176
-260
-3% -$133K 1.53% 12
2025
Q2 		$4.69M Sell
9,436
-334
-3% -$145K 1.71% 8
2025
Q1 		$3.67M Sell
9,770
-401
-4% -$163K 1.46% 14
2024
Q4 		$4.29M Buy
10,171
+614
+6% +$262K 1.74% 10
2024
Q3 		$4.11M Sell
9,557
-904
-9% -$386K 1.82% 10
2024
Q2 		$4.68M Sell
10,461
-224
-2% -$94.6K 2.18% 6
2024
Q1 		$4.5M Buy
10,685
+1,107
+12% +$448K 2.11% 6
2023
Q4 		$3.6M Buy
9,578
+1,144
+14% +$407K 1.89% 12
2023
Q3 		$2.66M Sell
8,434
-73
-0.9% -$24.1K 1.64% 14
2023
Q2 		$2.9M Buy
8,507
+194
+2% +$60.8K 1.74% 12
2023
Q1 		$2.4M Sell
8,313
-21
-0.3% -$5.36K 1.53% 15
2022
Q4 		$2M Buy
8,334
+184
+2% +$44.2K 1.37% 15
2022
Q3 		$1.9M Sell
8,150
-150
-2% -$39.6K 1.48% 13
2022
Q2 		$2.13M Sell
8,300
-465
-5% -$126K 1.54% 13
2022
Q1 		$2.7M Sell
8,765
-1,902
-18% -$572K 1.72% 12
2021
Q4 		$3.59M Buy
10,667
+5,145
+93% +$1.67M 2.21% 9
2021
Q3 		$1.84M Buy
+5,522
New +$1.61M 1.21% 19

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 Wealth Network's MSFT Position: Q1 2026 in Review

Independent Wealth Network increased its Microsoft (MSFT) stake by 14% in Q1 2026, buying an estimated $585K and bringing the position to 11,217 shares worth $4.15M. The position accounts for 1.23% of the portfolio, ranked #14.

Independent Wealth Network first reported a position in MSFT in Q3 2021 and has held it in 19 quarters since. The position peaked at $4.75M in Q3 2025. 6,178 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Independent Wealth Network held 11,217 shares of Microsoft worth $4.15M as of Q1 2026.
  • Independent Wealth Network bought 1,398 Microsoft shares in Q1 2026, an estimated $585K.
  • Microsoft made up 1.23% of Independent Wealth Network's portfolio in Q1 2026, its #14 holding.
  • Independent Wealth Network first reported a position in Microsoft in Q3 2021 and has held it in 19 quarters since.
  • Independent Wealth Network's Microsoft position peaked at $4.75M in Q3 2025.
  • 6,178 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Independent Wealth Network's 13F filing for Q1 2026, filed 21 Apr 2026.