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Investment Advisory Services’s Microsoft MSFT Stock Holding History

Investment Advisory Services’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
Q3 		$18.6M Buy
36,317
+178
+0.5% +$82.3K 5.25% 3
2026
Q2 		$13.5M Sell
36,139
-503
-1% -$204K 3.88% 3
2026
Q1 		$13.6M Sell
36,642
-738
-2% -$309K 4.31% 4
2025
Q4 		$18.1M Sell
37,380
-964
-3% -$483K 5.66% 3
2025
Q3 		$19.9M Sell
38,344
-290
-0.8% -$148K 6.26% 3
2025
Q2 		$19.2M Sell
38,634
-1,021
-3% -$443K 6.41% 3
2025
Q1 		$14.9M Sell
39,655
-5,368
-12% -$2.19M 5.38% 4
2024
Q4 		$19M Sell
45,023
-3,815
-8% -$1.62M 6.69% 3
2024
Q3 		$21M Sell
48,838
-5,581
-10% -$2.39M 7.42% 3
2024
Q2 		$24.3M Sell
54,419
-2,366
-4% -$999K 8.91% 2
2024
Q1 		$23.9M Sell
56,785
-957
-2% -$387K 8.77% 2
2023
Q4 		$21.7M Sell
57,742
-10
-0% -$3.56K 8.57% 2
2023
Q3 		$18.2M Buy
57,752
+200
+0.3% +$66.1K 7.85% 2
2023
Q2 		$19.6M Buy
57,552
+338
+0.6% +$106K 8.27% 2
2023
Q1 		$16.5M Sell
57,214
-544
-0.9% -$139K 8.12% 2
2022
Q4 		$13.9M Buy
57,758
+469
+0.8% +$113K 7.13% 3
2022
Q3 		$13.3M Sell
57,289
-197
-0.3% -$52K 7.97% 2
2022
Q2 		$14.8M Buy
57,486
+1,240
+2% +$337K 8.53% 2
2022
Q1 		$17.3M Sell
56,246
-59
-0.1% -$17.8K 9.67% 2
2021
Q4 		$18.9M Sell
56,305
-1,869
-3% -$606K 10.34% 2
2021
Q3 		$16.4M Buy
58,174
+69
+0.1% +$20.1K 10.04% 2
2021
Q2 		$15.7M Buy
+58,105
New +$14.8M 9.72% 2
2020
Q4 		$13.3M Sell
59,883
-255
-0.4% -$54.8K 9.32% 2
2020
Q3 		$12.6M Sell
60,138
-545
-0.9% -$114K 9.99% 2
2020
Q2 		$12.3M Buy
60,683
+482
+0.8% +$87.5K 10.55% 2
2020
Q1 		$9.49M Sell
60,201
-134
-0.2% -$22K 10.17% 2
2019
Q4 		$9.6M Buy
+60,335
New +$8.86M 8.63% 2

Other funds holding MSFT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Investment Advisory Services's MSFT Position: Q3 2026 in Review

Investment Advisory Services increased its Microsoft (MSFT) stake by 0.49% in Q3 2026, buying an estimated $82.3K and bringing the position to 36,317 shares worth $18.6M. The position accounts for 5.25% of the portfolio, ranked #3.

Investment Advisory Services first reported a position in MSFT in Q4 2019 and has held it in 27 quarters since. The position peaked at $24.3M in Q2 2024. 5,551 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Investment Advisory Services held 36,317 shares of Microsoft worth $18.6M as of Q3 2026.
  • Investment Advisory Services bought 178 Microsoft shares in Q3 2026, an estimated $82.3K.
  • Microsoft made up 5.25% of Investment Advisory Services's portfolio in Q3 2026, its #3 holding.
  • Investment Advisory Services first reported a position in Microsoft in Q4 2019 and has held it in 27 quarters since.
  • Investment Advisory Services's Microsoft position peaked at $24.3M in Q2 2024.
  • 5,551 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Investment Advisory Services's 13F filing for Q3 2026, filed 27 Oct 2026.