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Investors Portfolio Services’s Microsoft MSFT Stock Holding History

Investors Portfolio 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
Q2 		$829K Buy
2,223
+248
+13% +$100K 0.63% 18
2026
Q1 		$732K Buy
1,975
+156
+9% +$65.3K 0.68% 17
2025
Q4 		$879K Buy
+1,819
New +$912K 0.79% 15

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

Investors Portfolio Services's MSFT Position: Q2 2026 in Review

Investors Portfolio Services increased its Microsoft (MSFT) stake by 13% in Q2 2026, buying an estimated $100K and bringing the position to 2,223 shares worth $829K. The position accounts for 0.63% of the portfolio, ranked #18.

Investors Portfolio Services first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $879K in Q4 2025. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Investors Portfolio Services held 2,223 shares of Microsoft worth $829K as of Q2 2026.
  • Investors Portfolio Services bought 248 Microsoft shares in Q2 2026, an estimated $100K.
  • Microsoft made up 0.63% of Investors Portfolio Services's portfolio in Q2 2026, its #18 holding.
  • Investors Portfolio Services first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • Investors Portfolio Services's Microsoft position peaked at $879K in Q4 2025.
  • 6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Investors Portfolio Services's 13F filing for Q2 2026, filed 14 Aug 2026.