International Private Wealth Advisors’s Microsoft MSFT Stock Holding History

International Private Wealth 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	$3.09M	Buy	8,347 +1,962	+31%	+$821K	1.89%	14
2025 Q4	$3.09M	Sell	6,385 -1,490	-19%	-$747K	1.94%	12
2025 Q3	$4.08M	Buy	7,875 +2,119	+37%	+$1.08M	2.57%	6
2025 Q2	$2.86M	Buy	5,756 +347	+6%	+$151K	2.46%	7
2025 Q1	$2.03M	Buy	5,409 +269	+5%	+$110K	1.95%	10
2024 Q4	$2.17M	Buy	5,140 +2,700	+111%	+$1.15M	2.16%	10
2024 Q3	$1.05M	Sell	2,440 -238	-9%	-$102K	1.54%	14
2024 Q2	$1.2M	Buy	2,678 +486	+22%	+$205K	2.02%	8
2024 Q1	$922K	Sell	2,192 -1,352	-38%	-$547K	1.78%	7
2023 Q4	$1.33M	Buy	+3,544	New	+$1.26M	1.32%	17

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

International Private Wealth Advisors's MSFT Position: Q1 2026 in Review

International Private Wealth Advisors increased its Microsoft (MSFT) stake by 31% in Q1 2026, buying an estimated $821K and bringing the position to 8,347 shares worth $3.09M. The position accounts for 1.89% of the portfolio, ranked #14.

International Private Wealth Advisors first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.08M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

International Private Wealth Advisors held 8,347 shares of Microsoft worth $3.09M as of Q1 2026.
International Private Wealth Advisors bought 1,962 Microsoft shares in Q1 2026, an estimated $821K.
Microsoft made up 1.89% of International Private Wealth Advisors's portfolio in Q1 2026, its #14 holding.
International Private Wealth Advisors first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
International Private Wealth Advisors's Microsoft position peaked at $4.08M in Q3 2025.
6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on International Private Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.