Intelligent Financial Strategies’s Microsoft MSFT Stock Holding History

Intelligent Financial Strategies’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	$1.4M	Hold	3,783	–	–	0.73%	18
2025 Q4	$1.83M	Sell	3,783 -29	-0.8%	-$14.5K	0.88%	18
2025 Q3	$1.97M	Sell	3,812 -1,085	-22%	-$553K	0.96%	17
2025 Q2	$2.44M	Hold	4,897	–	–	1.29%	12
2025 Q1	$1.84M	Sell	4,897 -808	-14%	-$329K	0.96%	16
2024 Q4	$2.4M	Sell	5,705 -22	-0.4%	-$9.37K	1.33%	13
2024 Q3	$2.46M	Hold	5,727	–	–	1.36%	11
2024 Q2	$2.56M	Hold	5,727	–	–	1.58%	9
2024 Q1	$2.41M	Hold	5,727	–	–	1.49%	11
2023 Q4	$2.15M	Sell	5,727 -210	-4%	-$74.7K	1.51%	13
2023 Q3	$1.87M	Buy	5,937 +1	+0%	+$330	1.39%	12
2023 Q2	$2.02M	Buy	5,936 +1	+0%	+$313	1.47%	12
2023 Q1	$1.71M	Sell	5,935 -152	-2%	-$38.8K	1.34%	13
2022 Q4	$1.46M	Buy	6,087 +579	+11%	+$139K	1.23%	15
2022 Q3	$1.28M	Buy	5,508 +2	+0%	+$528	1.35%	17
2022 Q2	$1.41M	Sell	5,506 -737	-12%	-$200K	1.44%	17
2022 Q1	$1.93M	Sell	6,243 -1,533	-20%	-$461K	1.88%	12
2021 Q4	$2.62M	Buy	+7,776	New	+$2.52M	2.35%	10

Other funds holding MSFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Intelligent Financial Strategies's MSFT Position: Q1 2026 in Review

Intelligent Financial Strategies held its Microsoft (MSFT) position steady in Q1 2026 at 3,783 shares worth $1.4M. The position accounts for 0.73% of the portfolio, ranked #18.

Intelligent Financial Strategies first reported a position in MSFT in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.62M in Q4 2021. 6,181 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Intelligent Financial Strategies held 3,783 shares of Microsoft worth $1.4M as of Q1 2026.
Intelligent Financial Strategies left its Microsoft share count unchanged in Q1 2026.
Microsoft made up 0.73% of Intelligent Financial Strategies's portfolio in Q1 2026, its #18 holding.
Intelligent Financial Strategies first reported a position in Microsoft in Q4 2021 and has held it in 18 quarters since.
Intelligent Financial Strategies's Microsoft position peaked at $2.62M in Q4 2021.
6,181 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Intelligent Financial Strategies's 13F filing for Q1 2026, filed 28 Apr 2026.