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Indie Asset Partners’s Microsoft MSFT Stock Holding History

Indie Asset Partners’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 		$3.02M Buy
8,164
+541
+7% +$226K 3.44% 5
2025
Q4 		$3.69M Buy
7,623
+257
+3% +$129K 4.11% 5
2025
Q3 		$3.82M Sell
7,366
-708
-9% -$361K 5.08% 4
2025
Q2 		$4.02M Sell
8,074
-909
-10% -$395K 7.31% 3
2025
Q1 		$3.37M Buy
8,983
+297
+3% +$121K 2.92% 3
2024
Q4 		$3.66M Sell
8,686
-1,326
-13% -$565K 2.88% 3
2024
Q3 		$4.31M Buy
10,012
+516
+5% +$221K 3.23% 3
2024
Q2 		$4.24M Buy
9,496
+283
+3% +$120K 3.38% 3
2024
Q1 		$3.88M Buy
9,213
+173
+2% +$70K 3.45% 3
2023
Q4 		$3.4M Sell
9,040
-48
-0.5% -$17.1K 3.07% 5
2023
Q3 		$2.87M Buy
9,088
+3,349
+58% +$1.11M 2.89% 5
2023
Q2 		$1.95M Sell
5,739
-24
-0.4% -$7.52K 2.13% 7
2023
Q1 		$1.66M Hold
5,763
– – 1.94% 6
2022
Q4 		$1.38M Hold
5,763
– – 1.51% 8
2022
Q3 		$1.34M Sell
5,763
-30
-0.5% -$7.92K 1.38% 10
2022
Q2 		$1.49M Sell
5,793
-66
-1% -$17.9K 1.31% 10
2022
Q1 		$1.81M Buy
5,859
+69
+1% +$20.8K 1.36% 11
2021
Q4 		$1.95M Sell
5,790
-3,259
-36% -$1.06M 1.41% 11
2021
Q3 		$2.55M Buy
9,049
+3,184
+54% +$926K 2.07% 8
2021
Q2 		$1.59M Sell
5,865
-137
-2% -$34.8K 1.29% 11
2021
Q1 		$1.42M Sell
6,002
-764
-11% -$177K 1.61% 11
2020
Q4 		$1.5M Sell
6,766
-5,250
-44% -$1.13M 1.75% 11
2020
Q3 		$2.53M Buy
12,016
+261
+2% +$54.8K 3.17% 5
2020
Q2 		$2.45M Sell
11,755
-48
-0.4% -$8.71K 3.07% 7
2020
Q1 		$1.86M Buy
11,803
+592
+5% +$97.4K 2.32% 11
2019
Q4 		$1.77M Buy
+11,211
New +$1.65M 1.88% 13

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

Indie Asset Partners's MSFT Position: Q1 2026 in Review

Indie Asset Partners increased its Microsoft (MSFT) stake by 7.1% in Q1 2026, buying an estimated $226K and bringing the position to 8,164 shares worth $3.02M. The position accounts for 3.44% of the portfolio, ranked #5.

Indie Asset Partners first reported a position in MSFT in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.31M in Q3 2024. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Indie Asset Partners held 8,164 shares of Microsoft worth $3.02M as of Q1 2026.
  • Indie Asset Partners bought 541 Microsoft shares in Q1 2026, an estimated $226K.
  • Microsoft made up 3.44% of Indie Asset Partners's portfolio in Q1 2026, its #5 holding.
  • Indie Asset Partners first reported a position in Microsoft in Q4 2019 and has held it in 26 quarters since.
  • Indie Asset Partners's Microsoft position peaked at $4.31M in Q3 2024.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Indie Asset Partners's 13F filing for Q1 2026, filed 8 May 2026.