IRON Financial’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.38M | Sell |
6,390
-416
| -6% | -$168K | 0.98% | 24 |
|
|
2026
Q1 | $2.52M | Buy |
6,806
+331
| +5% | +$139K | 1.1% | 25 |
|
|
2025
Q4 | $3.13M | Sell |
6,475
-35
| -0.5% | -$17.5K | 1.44% | 17 |
|
|
2025
Q3 | $3.37M | Sell |
6,510
-275
| -4% | -$140K | 1.61% | 14 |
|
|
2025
Q2 | $3.38M | Sell |
6,785
-400
| -6% | -$174K | 1.75% | 15 |
|
|
2025
Q1 | $2.7M | Sell |
7,185
-49
| -0.7% | -$20K | 1.51% | 16 |
|
|
2024
Q4 | $3.05M | Sell |
7,234
-89
| -1% | -$37.9K | 1.71% | 17 |
|
|
2024
Q3 | $3.15M | Sell |
7,323
-438
| -6% | -$187K | 1.71% | 16 |
|
|
2024
Q2 | $3.47M | Buy |
7,761
+62
| +0.8% | +$26.2K | 1.95% | 16 |
|
|
2024
Q1 | $3.24M | Sell |
7,699
-466
| -6% | -$189K | 1.81% | 16 |
|
|
2023
Q4 | $3.07M | Buy |
8,165
+109
| +1% | +$38.8K | 1.74% | 16 |
|
|
2023
Q3 | $2.54M | Sell |
8,056
-2,344
| -23% | -$775K | 1.48% | 18 |
|
|
2023
Q2 | $3.54M | Sell |
10,400
-83
| -0.8% | -$26K | 1.9% | 17 |
|
|
2023
Q1 | $3.02M | Buy |
10,483
+34
| +0.3% | +$8.67K | 1.66% | 17 |
|
|
2022
Q4 | $2.51M | Sell |
10,449
-207
| -2% | -$49.7K | 1.44% | 18 |
|
|
2022
Q3 | $2.48M | Buy |
10,656
+2,649
| +33% | +$699K | 1.36% | 20 |
|
|
2022
Q2 | $2.06M | Sell |
8,007
-377
| -4% | -$102K | 1.08% | 23 |
|
|
2022
Q1 | $2.58M | Sell |
8,384
-208
| -2% | -$62.6K | 1.19% | 22 |
|
|
2021
Q4 | $2.89M | Sell |
8,592
-67
| -0.8% | -$21.7K | 1.29% | 22 |
|
|
2021
Q3 | $2.44M | Sell |
8,659
-1,626
| -16% | -$473K | 1.17% | 25 |
|
|
2021
Q2 | $2.79M | Sell |
10,285
-56
| -0.5% | -$14.2K | 1.3% | 17 |
|
|
2021
Q1 | $2.44M | Buy |
10,341
+581
| +6% | +$135K | 1.29% | 18 |
|
|
2020
Q4 | $2.17M | Sell |
9,760
-125
| -1% | -$26.9K | 1.09% | 17 |
|
|
2020
Q3 | $2.08M | Sell |
9,885
-458
| -4% | -$96.2K | 1.15% | 17 |
|
|
2020
Q2 | $2.1M | Sell |
10,343
-539
| -5% | -$97.8K | 1.09% | 20 |
|
|
2020
Q1 | $1.72M | Buy |
10,882
+356
| +3% | +$58.5K | 1.07% | 18 |
|
|
2019
Q4 | $1.66M | Buy |
10,526
+1,011
| +11% | +$149K | 0.79% | 21 |
|
|
2019
Q3 | $1.32M | Buy |
9,515
+431
| +5% | +$59.3K | 0.99% | 18 |
|
|
2019
Q2 | $1.07M | Buy |
9,084
+569
| +7% | +$72.2K | 1% | 14 |
|
|
2019
Q1 | $1M | Buy |
8,515
+1,216
| +17% | +$133K | 0.64% | 17 |
|
|
2018
Q4 | $741K | Sell |
7,299
-262
| -3% | -$28.1K | 0.58% | 17 |
|
|
2018
Q3 | $865K | Buy |
7,561
+321
| +4% | +$34.8K | 0.58% | 17 |
|
|
2018
Q2 | $714K | Sell |
7,240
-329
| -4% | -$31.9K | 0.39% | 29 |
|
|
2018
Q1 | $691K | Sell |
7,569
-2,128
| -22% | -$195K | 0.44% | 47 |
|
|
2017
Q4 | $830K | Buy |
9,697
+746
| +8% | +$61.2K | 0.58% | 40 |
|
|
2017
Q3 | $667K | Sell |
8,951
-75
| -0.8% | -$5.48K | 0.51% | 42 |
|
|
2017
Q2 | $622K | Sell |
9,026
-518
| -5% | -$35.6K | 0.55% | 40 |
|
|
2017
Q1 | $629K | Buy |
9,544
+502
| +6% | +$32.2K | 0.45% | 42 |
|
|
2016
Q4 | $562K | Sell |
9,042
-279
| -3% | -$16.8K | 0.38% | 39 |
|
|
2016
Q3 | $537K | Sell |
9,321
-129
| -1% | -$7.28K | 0.66% | 19 |
|
|
2016
Q2 | $484K | Sell |
9,450
-78
| -0.8% | -$4.05K | 0.62% | 22 |
|
|
2016
Q1 | $526K | Sell |
9,528
-773
| -8% | -$40.5K | 0.53% | 40 |
|
|
2015
Q4 | $572K | Buy |
10,301
+1,502
| +17% | +$79K | 0.49% | 46 |
|
|
2015
Q3 | $389K | Buy |
8,799
+2
| +0% | +$90 | 0.26% | 55 |
|
|
2015
Q2 | $388K | Buy |
8,797
+2
| +0% | +$91 | 0.37% | 39 |
|
|
2015
Q1 | $358K | Sell |
8,795
-1,403
| -14% | -$61.1K | 0.28% | 53 |
|
|
2014
Q4 | $4.74K | Sell |
10,198
-586
| -5% | -$27.5K | 0.48% | 26 |
|
|
2014
Q3 | $500K | Sell |
10,784
-47
| -0.4% | -$2.1K | 0.64% | 22 |
|
|
2014
Q2 | $452K | Sell |
10,831
-996
| -8% | -$40.3K | 0.4% | 30 |
|
|
2014
Q1 | $485K | Sell |
11,827
-616
| -5% | -$23.1K | 0.37% | 27 |
|
|
2013
Q4 | $466K | Buy |
+12,443
| New | +$452K | 0.48% | 25 |
|
Other funds holding MSFT
IRON Financial's MSFT Position: Q2 2026 in Review
IRON Financial reduced its Microsoft (MSFT) stake by 6.1% in Q2 2026, selling an estimated $168K and leaving 6,390 shares worth $2.38M. The position accounts for 0.98% of the portfolio, ranked #24.
IRON Financial first reported a position in MSFT in Q4 2013 and has held it in 51 quarters since. The position peaked at $3.54M in Q2 2023. 3,060 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- IRON Financial held 6,390 shares of Microsoft worth $2.38M as of Q2 2026.
- IRON Financial sold 416 Microsoft shares in Q2 2026, an estimated $168K.
- Microsoft made up 0.98% of IRON Financial's portfolio in Q2 2026, its #24 holding.
- IRON Financial first reported a position in Microsoft in Q4 2013 and has held it in 51 quarters since.
- IRON Financial's Microsoft position peaked at $3.54M in Q2 2023.
- 3,060 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on IRON Financial's 13F filing for Q2 2026, filed 22 Jul 2026.