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Investor's Fiduciary Advisor Network’s Microsoft MSFT Stock Holding History

Investor's Fiduciary Advisor Network’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 		$12.7M Sell
34,394
-1,231
-3% -$515K 3.9% 3
2025
Q4 		$17.2M Buy
35,625
+69
+0.2% +$34.6K 3.7% 2
2025
Q3 		$18.4M Sell
35,556
-327
-0.9% -$167K 6.24% 1
2025
Q2 		$17.8M Buy
35,883
+17,418
+94% +$7.56M 6.63% 1
2025
Q1 		$6.93M Sell
18,465
-18,739
-50% -$7.64M 3.27% 4
2024
Q4 		$15.7M Buy
+37,204
New +$15.8M 6% 1

Other funds holding MSFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Investor's Fiduciary Advisor Network's MSFT Position: Q1 2026 in Review

Investor's Fiduciary Advisor Network reduced its Microsoft (MSFT) stake by 3.5% in Q1 2026, selling an estimated $515K and leaving 34,394 shares worth $12.7M. The position accounts for 3.9% of the portfolio, ranked #3.

Investor's Fiduciary Advisor Network first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $18.4M in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Investor's Fiduciary Advisor Network held 34,394 shares of Microsoft worth $12.7M as of Q1 2026.
  • Investor's Fiduciary Advisor Network sold 1,231 Microsoft shares in Q1 2026, an estimated $515K.
  • Microsoft made up 3.9% of Investor's Fiduciary Advisor Network's portfolio in Q1 2026, its #3 holding.
  • Investor's Fiduciary Advisor Network first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • Investor's Fiduciary Advisor Network's Microsoft position peaked at $18.4M in Q3 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q1 2026, filed 12 May 2026.