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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
Q2 		$4.76M Buy
12,771
+827
+7% +$335K 1.03% 25
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Investment Advisory Group's MSFT Position: Q2 2026 in Review

Investment Advisory Group increased its Microsoft (MSFT) stake by 6.9% in Q2 2026, buying an estimated $335K and bringing the position to 12,771 shares worth $4.76M. The position accounts for 1.03% of the portfolio, ranked #25.

Investment Advisory Group first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.14M in Q3 2025. 6,237 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Investment Advisory Group held 12,771 shares of Microsoft worth $4.76M as of Q2 2026.
  • Investment Advisory Group bought 827 Microsoft shares in Q2 2026, an estimated $335K.
  • Microsoft made up 1.03% of Investment Advisory Group's portfolio in Q2 2026, its #25 holding.
  • Investment Advisory Group first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • Investment Advisory Group's Microsoft position peaked at $6.14M in Q3 2025.
  • 6,237 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.