Investment Partners Asset Management’s Microsoft MSFT Stock Holding History

Investment Partners Asset Management’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	$4.73M	Buy	12,789 +265	+2%	+$111K	2.92%	5
2025 Q4	$6.06M	Sell	12,524 -128	-1%	-$64.1K	3.77%	2
2025 Q3	$6.55M	Sell	12,652 -62	-0.5%	-$31.6K	4.32%	2
2025 Q2	$6.32M	Buy	12,714 +119	+0.9%	+$51.7K	4.4%	2
2025 Q1	$4.73M	Sell	12,595 -150	-1%	-$61.2K	3.71%	3
2024 Q4	$5.37M	Buy	12,745 +245	+2%	+$104K	4.22%	2
2024 Q3	$5.38M	Sell	12,500 -133	-1%	-$56.9K	4.41%	2
2024 Q2	$5.65M	Sell	12,633 -62	-0.5%	-$26.2K	5.03%	2
2024 Q1	$5.34M	Sell	12,695 -269	-2%	-$109K	4.82%	2
2023 Q4	$4.87M	Buy	+12,964	New	+$4.61M	4.85%	2

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

Investment Partners Asset Management's MSFT Position: Q1 2026 in Review

Investment Partners Asset Management increased its Microsoft (MSFT) stake by 2.1% in Q1 2026, buying an estimated $111K and bringing the position to 12,789 shares worth $4.73M. The position accounts for 2.92% of the portfolio, ranked #5.

Investment Partners Asset Management first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.55M in Q3 2025. 6,182 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Investment Partners Asset Management held 12,789 shares of Microsoft worth $4.73M as of Q1 2026.
Investment Partners Asset Management bought 265 Microsoft shares in Q1 2026, an estimated $111K.
Microsoft made up 2.92% of Investment Partners Asset Management's portfolio in Q1 2026, its #5 holding.
Investment Partners Asset Management first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
Investment Partners Asset Management's Microsoft position peaked at $6.55M in Q3 2025.
6,182 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Investment Partners Asset Management's 13F filing for Q1 2026, filed 7 Apr 2026.