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Ipswich Investment Management’s Microsoft MSFT Stock Holding History

Ipswich Investment 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
Q2 		$23.3M Buy
62,365
+800
+1% +$324K 4.91% 2
2026
Q1 		$22.8M Sell
61,565
-410
-0.7% -$172K 5.35% 1
2025
Q4 		$30M Sell
61,975
-759
-1% -$380K 6.94% 1
2025
Q3 		$32.5M Sell
62,734
-612
-1% -$312K 7.59% 1
2025
Q2 		$31.5M Sell
63,346
-469
-0.7% -$204K 7.6% 1
2025
Q1 		$24M Sell
63,815
-829
-1% -$338K 5.95% 1
2024
Q4 		$27.2M Sell
64,644
-382
-0.6% -$163K 6.56% 1
2024
Q3 		$28M Sell
65,026
-802
-1% -$343K 6.48% 1
2024
Q2 		$29.4M Sell
65,828
-1,006
-2% -$425K 6.89% 1
2024
Q1 		$28.1M Sell
66,834
-946
-1% -$383K 6.59% 1
2023
Q4 		$25.5M Sell
67,780
-339
-0.5% -$121K 6.44% 1
2023
Q3 		$21.5M Sell
68,119
-600
-0.9% -$198K 5.87% 1
2023
Q2 		$23.4M Sell
68,719
-754
-1% -$236K 6.16% 1
2023
Q1 		$20M Buy
69,473
+1,347
+2% +$344K 5.48% 1
2022
Q4 		$16.3M Sell
68,126
-1,129
-2% -$271K 4.68% 1
2022
Q3 		$16.1M Sell
69,255
-2,856
-4% -$754K 5.13% 1
2022
Q2 		$18.5M Buy
72,111
+151
+0.2% +$41K 5.33% 1
2022
Q1 		$22.2M Sell
71,960
-4,537
-6% -$1.36M 5.51% 1
2021
Q4 		$25.7M Sell
76,497
-1,413
-2% -$458K 6% 1
2021
Q3 		$22M Sell
77,910
-1,730
-2% -$503K 5.62% 1
2021
Q2 		$21.6M Sell
79,640
-914
-1% -$232K 5.52% 1
2021
Q1 		$19M Sell
80,554
-846
-1% -$196K 5.34% 1
2020
Q4 		$18.1M Sell
81,400
-5,900
-7% -$1.27M 5.43% 2
2020
Q3 		$18.4M Sell
87,300
-3,414
-4% -$717K 5.88% 1
2020
Q2 		$18.5M Sell
90,714
-4,630
-5% -$840K 6.36% 1
2020
Q1 		$15M Sell
95,344
-2,575
-3% -$423K 5.91% 1
2019
Q4 		$15.4M Sell
97,919
-1,326
-1% -$195K 4.54% 1
2019
Q3 		$13.8M Sell
99,245
-1,485
-1% -$204K 4.4% 1
2019
Q2 		$13.5M Sell
100,730
-3,128
-3% -$397K 4.31% 1
2019
Q1 		$12.2M Buy
103,858
+4,064
+4% +$443K 4% 2
2018
Q4 		$10.1M Buy
99,794
+1,515
+2% +$162K 3.72% 2
2018
Q3 		$11.2M Buy
98,279
+696
+0.7% +$75.5K 3.8% 2
2018
Q2 		$9.62M Sell
97,583
-2,084
-2% -$202K 4.42% 2
2018
Q1 		$9.1M Buy
99,667
+199
+0.2% +$18.2K 3.84% 1
2017
Q4 		$8.51M Sell
99,468
-2,088
-2% -$171K 3.6% 3
2017
Q3 		$7.57M Sell
101,556
-1,949
-2% -$142K 3.4% 3
2017
Q2 		$7.13M Sell
103,505
-21,272
-17% -$1.46M 3.34% 4
2017
Q1 		$8.22M Sell
124,777
-323
-0.3% -$20.7K 3.58% 2
2016
Q4 		$7.77M Buy
125,100
+19,127
+18% +$1.15M 3.52% 2
2016
Q3 		$6.1M Sell
105,973
-647
-0.6% -$36.5K 2.98% 6
2016
Q2 		$5.46M Buy
106,620
+64
+0.1% +$3.33K 2.7% 5
2016
Q1 		$5.34M Sell
106,556
-23,004
-18% -$1.21M 2.54% 6
2015
Q4 		$7.19M Sell
129,560
-7,388
-5% -$389K 3.24% 2
2015
Q3 		$6.06M Sell
136,948
-481
-0.3% -$21.6K 2.89% 3
2015
Q2 		$6.07M Sell
137,429
-9,723
-7% -$444K 2.73% 4
2015
Q1 		$5.98M Sell
147,152
-5,632
-4% -$245K 2.62% 6
2014
Q4 		$7.1M Sell
152,784
-424
-0.3% -$19.9K 3.02% 4
2014
Q3 		$7.1M Sell
153,208
-1,433
-0.9% -$63.9K 3.02% 4
2014
Q2 		$6.45M Sell
154,641
-1,727
-1% -$69.9K 2.5% 4
2014
Q1 		$6.41M Buy
156,368
+1,130
+0.7% +$42.4K 2.76% 3
2013
Q4 		$5.81M Sell
155,238
-894
-0.6% -$32.5K 2.43% 5
2013
Q3 		$5.2M Buy
156,132
+1,075
+0.7% +$35.4K 2.34% 4
2013
Q2 		$5.36M Buy
+155,057
New +$5.08M 2.31% 4

Other funds holding MSFT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Ipswich Investment Management's MSFT Position: Q2 2026 in Review

Ipswich Investment Management increased its Microsoft (MSFT) stake by 1.3% in Q2 2026, buying an estimated $324K and bringing the position to 62,365 shares worth $23.3M. The position accounts for 4.91% of the portfolio, ranked #2.

Ipswich Investment Management first reported a position in MSFT in Q2 2013 and has held it in 53 quarters since. The position peaked at $32.5M in Q3 2025. 1,898 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Ipswich Investment Management held 62,365 shares of Microsoft worth $23.3M as of Q2 2026.
  • Ipswich Investment Management bought 800 Microsoft shares in Q2 2026, an estimated $324K.
  • Microsoft made up 4.91% of Ipswich Investment Management's portfolio in Q2 2026, its #2 holding.
  • Ipswich Investment Management first reported a position in Microsoft in Q2 2013 and has held it in 53 quarters since.
  • Ipswich Investment Management's Microsoft position peaked at $32.5M in Q3 2025.
  • 1,898 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Ipswich Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.