IFA
MSFT icon

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
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 $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

Index Fund Advisors's MSFT Position: Q1 2026 in Review

Index Fund Advisors increased its Microsoft (MSFT) stake by 17% in Q1 2026, buying an estimated $630K and bringing the position to 10,600 shares worth $3.92M. The position accounts for 0.18% of the portfolio, ranked #34.

Index Fund Advisors first reported a position in MSFT in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.86M in Q3 2025. 6,180 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Index Fund Advisors held 10,600 shares of Microsoft worth $3.92M as of Q1 2026.
  • Index Fund Advisors bought 1,505 Microsoft shares in Q1 2026, an estimated $630K.
  • Microsoft made up 0.18% of Index Fund Advisors's portfolio in Q1 2026, its #34 holding.
  • Index Fund Advisors first reported a position in Microsoft in Q4 2021 and has held it in 18 quarters since.
  • Index Fund Advisors's Microsoft position peaked at $4.86M in Q3 2025.
  • 6,180 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Index Fund Advisors's 13F filing for Q1 2026, filed 12 May 2026.