IDA
MSFT icon

Intelligence Driven Advisers’s Microsoft MSFT Stock Holding History

Intelligence Driven Advisers’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 		$1.33M Sell
3,601
-44
-1% -$18.4K 0.23% 41
2025
Q4 		$1.76M Sell
3,645
-453
-11% -$227K 0.25% 35
2025
Q3 		$2.12M Buy
4,098
+55
+1% +$28.1K 0.29% 31
2025
Q2 		$2.01M Buy
4,043
+181
+5% +$78.6K 0.3% 31
2025
Q1 		$1.45M Sell
3,862
-96
-2% -$39.1K 0.28% 32
2024
Q4 		$1.67M Buy
3,958
+244
+7% +$104K 0.31% 29
2024
Q3 		$1.6M Buy
3,714
+234
+7% +$100K 0.23% 31
2024
Q2 		$1.56M Buy
3,480
+544
+19% +$230K 0.22% 32
2024
Q1 		$1.24M Buy
2,936
+18
+0.6% +$7.29K 0.18% 36
2023
Q4 		$1.16M Sell
2,918
-184
-6% -$65.5K 0.19% 32
2023
Q3 		$989K Sell
3,102
-76
-2% -$25.1K 0.18% 32
2023
Q2 		$1.08M Buy
3,178
+652
+26% +$204K 0.19% 41
2023
Q1 		$718K Sell
2,526
-104
-4% -$26.5K 0.13% 45
2022
Q4 		$592K Hold
2,630
– – 0.11% 51
2022
Q3 		$649K Sell
2,630
-199
-7% -$52.5K 0.13% 66
2022
Q2 		$753K Sell
2,829
-70
-2% -$19K 0.15% 64
2022
Q1 		$874K Sell
2,899
-1,463
-34% -$440K 0.16% 54
2021
Q4 		$1.26M Sell
4,362
-510
-10% -$165K 0.23% 47
2021
Q3 		$1.41M Buy
4,872
+301
+7% +$87.6K 0.32% 36
2021
Q2 		$1.24M Buy
4,571
+2,533
+124% +$644K 0.24% 44
2021
Q1 		$480K Sell
2,038
-568
-22% -$132K 0.11% 53
2020
Q4 		$580K Sell
2,606
-275
-10% -$59.1K 0.13% 57
2020
Q3 		$606K Sell
2,881
-2
-0.1% -$420 0.14% 44
2020
Q2 		$587K Sell
2,883
-41
-1% -$7.44K 0.21% 53
2020
Q1 		$461K Sell
2,924
-11
-0.4% -$1.81K 0.21% 55
2019
Q4 		$463K Sell
2,935
-168
-5% -$24.7K 0.21% 52
2019
Q3 		$431K Sell
3,103
-548
-15% -$75.4K 0.2% 56
2019
Q2 		$489K Sell
3,651
-1,021
-22% -$130K 0.23% 61
2019
Q1 		$551K Buy
4,672
+2,008
+75% +$219K 0.3% 48
2018
Q4 		$271K Buy
+2,664
New +$285K 0.17% 81

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

Intelligence Driven Advisers's MSFT Position: Q1 2026 in Review

Intelligence Driven Advisers reduced its Microsoft (MSFT) stake by 1.2% in Q1 2026, selling an estimated $18.4K and leaving 3,601 shares worth $1.33M. The position accounts for 0.23% of the portfolio, ranked #41.

Intelligence Driven Advisers first reported a position in MSFT in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.12M in Q3 2025. 6,185 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Intelligence Driven Advisers held 3,601 shares of Microsoft worth $1.33M as of Q1 2026.
  • Intelligence Driven Advisers sold 44 Microsoft shares in Q1 2026, an estimated $18.4K.
  • Microsoft made up 0.23% of Intelligence Driven Advisers's portfolio in Q1 2026, its #41 holding.
  • Intelligence Driven Advisers first reported a position in Microsoft in Q4 2018 and has held it in 30 quarters since.
  • Intelligence Driven Advisers's Microsoft position peaked at $2.12M in Q3 2025.
  • 6,185 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Intelligence Driven Advisers's 13F filing for Q1 2026, filed 15 May 2026.