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Investment Advisory Services Group’s Microsoft MSFT Stock Holding History

Investment Advisory Services 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 		$1.77M Buy
4,744
+665
+16% +$269K 1.29% 17
2026
Q1 		$1.51M Buy
4,079
+3,222
+376% +$1.35M 1.31% 18
2025
Q4 		$415K Buy
+857
New +$429K 0.37% 27

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 Services Group's MSFT Position: Q2 2026 in Review

Investment Advisory Services Group increased its Microsoft (MSFT) stake by 16% in Q2 2026, buying an estimated $269K and bringing the position to 4,744 shares worth $1.77M. The position accounts for 1.29% of the portfolio, ranked #17.

Investment Advisory Services Group first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. 6,208 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Investment Advisory Services Group held 4,744 shares of Microsoft worth $1.77M as of Q2 2026.
  • Investment Advisory Services Group bought 665 Microsoft shares in Q2 2026, an estimated $269K.
  • Microsoft made up 1.29% of Investment Advisory Services Group's portfolio in Q2 2026, its #17 holding.
  • Investment Advisory Services Group first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • 6,208 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Investment Advisory Services Group's 13F filing for Q2 2026, filed 29 Jul 2026.