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Investment Research Partners’s Microsoft MSFT Stock Holding History

Investment Research Partners’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 		$5.25M Buy
14,078
+2,299
+20% +$930K 1.78% 12
2026
Q1 		$4.36M Sell
11,779
-22
-0.2% -$9.21K 1.77% 12
2025
Q4 		$5.71M Sell
11,801
-351
-3% -$176K 2.45% 8
2025
Q3 		$6.58M Buy
+12,152
New +$6.2M 2.96% 7

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Investment Research Partners's MSFT Position: Q2 2026 in Review

Investment Research Partners increased its Microsoft (MSFT) stake by 20% in Q2 2026, buying an estimated $930K and bringing the position to 14,078 shares worth $5.25M. The position accounts for 1.78% of the portfolio, ranked #12.

Investment Research Partners first reported a position in MSFT in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.58M in Q3 2025. 4,952 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Investment Research Partners held 14,078 shares of Microsoft worth $5.25M as of Q2 2026.
  • Investment Research Partners bought 2,299 Microsoft shares in Q2 2026, an estimated $930K.
  • Microsoft made up 1.78% of Investment Research Partners's portfolio in Q2 2026, its #12 holding.
  • Investment Research Partners first reported a position in Microsoft in Q3 2025 and has held it in 4 quarters since.
  • Investment Research Partners's Microsoft position peaked at $6.58M in Q3 2025.
  • 4,952 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.