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Investment Advisory Group’s Microsoft MSFT Stock Holding History

Investment Advisory Group’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 		$4.42M Buy
11,944
+303
+3% +$127K 1.12% 23
2025
Q4 		$5.63M Sell
11,641
-219
-2% -$110K 1.45% 17
2025
Q3 		$6.14M Buy
11,860
+115
+1% +$58.7K 1.67% 12
2025
Q2 		$5.84M Buy
11,745
+445
+4% +$193K 1.77% 12
2025
Q1 		$4.24M Sell
11,300
-1,664
-13% -$678K 1.42% 17
2024
Q4 		$5.46M Buy
12,964
+583
+5% +$248K 1.83% 13
2024
Q3 		$5.33M Buy
12,381
+322
+3% +$138K 1.85% 14
2024
Q2 		$5.39M Buy
12,059
+787
+7% +$332K 2.08% 12
2024
Q1 		$4.74M Buy
11,272
+253
+2% +$102K 1.96% 13
2023
Q4 		$4.14M Sell
11,019
-27
-0.2% -$9.61K 1.9% 14
2023
Q3 		$3.49M Buy
11,046
+162
+1% +$53.5K 1.81% 15
2023
Q2 		$3.7M Buy
10,884
+1,097
+11% +$344K 1.9% 14
2023
Q1 		$2.82M Buy
9,787
+157
+2% +$40K 1.62% 18
2022
Q4 		$2.31M Buy
9,630
+262
+3% +$62.9K 1.42% 18
2022
Q3 		$2.18M Buy
9,368
+73
+0.8% +$19.3K 1.51% 18
2022
Q2 		$2.39M Buy
9,295
+996
+12% +$270K 1.63% 17
2022
Q1 		$2.56M Buy
8,299
+415
+5% +$125K 1.55% 17
2021
Q4 		$2.38M Buy
+7,884
New +$2.56M 1.53% 18

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

Investment Advisory Group's MSFT Position: Q1 2026 in Review

Investment Advisory Group increased its Microsoft (MSFT) stake by 2.6% in Q1 2026, buying an estimated $127K and bringing the position to 11,944 shares worth $4.42M. The position accounts for 1.12% of the portfolio, ranked #23.

Investment Advisory Group first reported a position in MSFT in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.14M in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Investment Advisory Group held 11,944 shares of Microsoft worth $4.42M as of Q1 2026.
  • Investment Advisory Group bought 303 Microsoft shares in Q1 2026, an estimated $127K.
  • Microsoft made up 1.12% of Investment Advisory Group's portfolio in Q1 2026, its #23 holding.
  • Investment Advisory Group first reported a position in Microsoft in Q4 2021 and has held it in 18 quarters since.
  • Investment Advisory Group's Microsoft position peaked at $6.14M in Q3 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.