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Index Fund Advisors’s Microsoft MSFT Stock Holding History

Index Fund Advisors’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 		$4.78M Buy
12,826
+2,226
+21% +$901K 0.19% 32
2026
Q1 		$3.92M Buy
10,600
+1,505
+17% +$630K 0.18% 34
2025
Q4 		$4.4M Sell
9,095
-290
-3% -$145K 0.21% 31
2025
Q3 		$4.86M Buy
9,385
+2,388
+34% +$1.22M 0.24% 27
2025
Q2 		$3.48M Buy
6,997
+3,226
+86% +$1.4M 0.2% 25
2025
Q1 		$1.42M Sell
3,771
-2,056
-35% -$838K 0.09% 30
2024
Q4 		$2.46M Buy
5,827
+31
+0.5% +$13.2K 0.13% 24
2024
Q3 		$2.49M Sell
5,796
-496
-8% -$212K 0.13% 23
2024
Q2 		$2.81M Buy
6,292
+499
+9% +$211K 0.16% 24
2024
Q1 		$2.44M Buy
5,793
+787
+16% +$319K 0.13% 23
2023
Q4 		$1.88M Sell
5,006
-633
-11% -$225K 0.11% 24
2023
Q3 		$1.78M Buy
5,639
+723
+15% +$239K 0.12% 24
2023
Q2 		$1.67M Buy
4,916
+149
+3% +$46.7K 0.11% 25
2023
Q1 		$1.37M Sell
4,767
-122
-2% -$31.1K 0.09% 24
2022
Q4 		$1.17M Sell
4,889
-4,285
-47% -$1.03M 0.08% 26
2022
Q3 		$2.14M Buy
9,174
+436
+5% +$115K 0.17% 17
2022
Q2 		$2.24M Buy
8,738
+503
+6% +$137K 0.17% 15
2022
Q1 		$2.54M Sell
8,235
-821
-9% -$247K 0.19% 15
2021
Q4 		$3.05M Buy
+9,056
New +$2.94M 0.22% 14

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

Index Fund Advisors's MSFT Position: Q2 2026 in Review

Index Fund Advisors increased its Microsoft (MSFT) stake by 21% in Q2 2026, buying an estimated $901K and bringing the position to 12,826 shares worth $4.78M. The position accounts for 0.19% of the portfolio, ranked #32.

Index Fund Advisors first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.86M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Index Fund Advisors held 12,826 shares of Microsoft worth $4.78M as of Q2 2026.
  • Index Fund Advisors bought 2,226 Microsoft shares in Q2 2026, an estimated $901K.
  • Microsoft made up 0.19% of Index Fund Advisors's portfolio in Q2 2026, its #32 holding.
  • Index Fund Advisors first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • Index Fund Advisors's Microsoft position peaked at $4.86M in Q3 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Index Fund Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.