Iron Gate Global Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $45.5M | Buy |
122,966
+7,724
| +7% | +$3.23M | 4.81% | 9 |
|
|
2025
Q4 | $55.7M | Sell |
115,242
-645
| -0.6% | -$323K | 5.71% | 8 |
|
|
2025
Q3 | $60M | Buy |
115,887
+307
| +0.3% | +$157K | 6.13% | 8 |
|
|
2025
Q2 | $57.5M | Buy |
115,580
+4,732
| +4% | +$2.05M | 6.41% | 7 |
|
|
2025
Q1 | $41.6M | Buy |
110,848
+3,674
| +3% | +$1.5M | 5.74% | 6 |
|
|
2024
Q4 | $45.2M | Buy |
107,174
+1,074
| +1% | +$457K | 6.37% | 6 |
|
|
2024
Q3 | $45.7M | Buy |
106,100
+3,349
| +3% | +$1.43M | 7.06% | 5 |
|
|
2024
Q2 | $45.9M | Buy |
102,751
+694
| +0.7% | +$293K | 7.57% | 5 |
|
|
2024
Q1 | $43.3M | Sell |
102,057
-1,026
| -1% | -$415K | 7.7% | 5 |
|
|
2023
Q4 | $38.8M | Sell |
103,083
-1,714
| -2% | -$610K | 7.66% | 4 |
|
|
2023
Q3 | $32.9M | Sell |
104,797
-1,467
| -1% | -$485K | 7.39% | 4 |
|
|
2023
Q2 | $36.2M | Buy |
106,264
+35
| +0% | +$11K | 7.82% | 4 |
|
|
2023
Q1 | $30.6M | Buy |
106,229
+1,352
| +1% | +$345K | 7.55% | 4 |
|
|
2022
Q4 | $25.2M | Buy |
104,877
+1,865
| +2% | +$448K | 6.88% | 3 |
|
|
2022
Q3 | $24.1M | Buy |
103,012
+6,069
| +6% | +$1.6M | 6.73% | 4 |
|
|
2022
Q2 | $24.9M | Buy |
96,943
+5,752
| +6% | +$1.56M | 6.86% | 5 |
|
|
2022
Q1 | $28.2M | Buy |
91,191
+6,800
| +8% | +$2.05M | 6.45% | 4 |
|
|
2021
Q4 | $27.7M | Buy |
84,391
+4,612
| +6% | +$1.5M | 6.49% | 5 |
|
|
2021
Q3 | $22.5M | Buy |
79,779
+3,963
| +5% | +$1.15M | 6.1% | 6 |
|
|
2021
Q2 | $20.5M | Buy |
75,816
+11,891
| +19% | +$3.02M | 5.77% | 8 |
|
|
2021
Q1 | $15.1M | Buy |
63,925
+24,493
| +62% | +$5.68M | 4.81% | 8 |
|
|
2020
Q4 | $8.77M | Buy |
39,432
+663
| +2% | +$143K | 3.24% | 10 |
|
|
2020
Q3 | $8.15M | Buy |
38,769
+3,584
| +10% | +$753K | 3.44% | 10 |
|
|
2020
Q2 | $7.43M | Buy |
35,185
+15,370
| +78% | +$2.79M | 3.61% | 10 |
|
|
2020
Q1 | $3.13M | Buy |
19,815
+9,952
| +101% | +$1.64M | 2.12% | 13 |
|
|
2019
Q4 | $1.55M | Sell |
9,863
-972
| -9% | -$143K | 0.89% | 20 |
|
|
2019
Q3 | $1.51M | Buy |
10,835
+275
| +3% | +$37.8K | 0.91% | 22 |
|
|
2019
Q2 | $1.41M | Sell |
10,560
-147
| -1% | -$18.7K | 0.94% | 22 |
|
|
2019
Q1 | $1.26M | Buy |
10,707
+523
| +5% | +$57.1K | 0.51% | 26 |
|
|
2018
Q4 | $1.03M | Buy |
10,184
+2
| +0% | +$214 | 0.77% | 24 |
|
|
2018
Q3 | $1.17M | Buy |
10,182
+3,934
| +63% | +$426K | 0.76% | 22 |
|
|
2018
Q2 | $616K | Buy |
6,248
+3
| +0% | +$291 | 0.45% | 26 |
|
|
2018
Q1 | $570K | Buy |
6,245
+1,933
| +45% | +$177K | 0.43% | 28 |
|
|
2017
Q4 | $369K | Sell |
4,312
-1,775
| -29% | -$146K | 0.31% | 34 |
|
|
2017
Q3 | $453K | Buy |
6,087
+1,795
| +42% | +$131K | 0.42% | 31 |
|
|
2017
Q2 | $296K | Buy |
+4,292
| New | +$295K | 0.33% | 32 |
|
Other funds holding MSFT
VCM
VPM
Iron Gate Global Advisors's MSFT Position: Q1 2026 in Review
Iron Gate Global Advisors increased its Microsoft (MSFT) stake by 6.7% in Q1 2026, buying an estimated $3.23M and bringing the position to 122,966 shares worth $45.5M. The position accounts for 4.81% of the portfolio, ranked #9.
Iron Gate Global Advisors first reported a position in MSFT in Q2 2017 and has held it in 36 quarters since. The position peaked at $60M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.
- Iron Gate Global Advisors held 122,966 shares of Microsoft worth $45.5M as of Q1 2026.
- Iron Gate Global Advisors bought 7,724 Microsoft shares in Q1 2026, an estimated $3.23M.
- Microsoft made up 4.81% of Iron Gate Global Advisors's portfolio in Q1 2026, its #9 holding.
- Iron Gate Global Advisors first reported a position in Microsoft in Q2 2017 and has held it in 36 quarters since.
- Iron Gate Global Advisors's Microsoft position peaked at $60M in Q3 2025.
- 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.
Based on Iron Gate Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.