Iron Horse Wealth Management’s Microsoft MSFT Stock Holding History

Iron Horse Wealth 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
2025 Q2	$544K	Buy	1,093 +36	+3%	+$15.6K	0.16%	28
2025 Q1	$397K	Sell	1,057 -231	-18%	-$94.2K	0.13%	31
2024 Q4	$543K	Buy	1,288 +582	+82%	+$248K	0.18%	27
2024 Q3	$304K	Buy	706 +101	+17%	+$43.2K	0.1%	33
2024 Q2	$271K	Buy	605 +300	+98%	+$127K	0.1%	35
2024 Q1	$128K	Buy	305 +82	+37%	+$33.2K	0.05%	50
2023 Q4	$83.9K	Hold	223	–	–	0.04%	65
2023 Q3	$70.4K	Buy	223 +105	+89%	+$34.7K	0.03%	66
2023 Q2	$40.2K	Hold	118	–	–	0.02%	82
2023 Q1	$34K	Buy	118 +8	+7%	+$2.04K	0.02%	85
2022 Q4	$26K	Buy	+110	New	+$26.4K	0.01%	91
2022 Q3	–	Sell	-113	Closed	-$29K	–	223
2022 Q2	$29K	Buy	113 +3	+3%	+$814	0.02%	84
2022 Q1	$34K	Hold	110	–	–	0.02%	88
2021 Q4	$37K	Hold	110	–	–	0.02%	79
2021 Q3	$31K	Hold	110	–	–	0.02%	77
2021 Q2	$30K	Hold	110	–	–	0.02%	83
2021 Q1	$26K	Hold	110	–	–	0.02%	83
2020 Q4	$24K	Buy	+110	New	+$23.7K	0.02%	86

Other funds holding MSFT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Iron Horse Wealth Management's MSFT Position: Q2 2025 in Review

Iron Horse Wealth Management increased its Microsoft (MSFT) stake by 3.4% in Q2 2025, buying an estimated $15.6K and bringing the position to 1,093 shares worth $544K. The position accounts for 0.16% of the portfolio, ranked #28.

Iron Horse Wealth Management first reported a position in MSFT in Q4 2020 and has held it in 18 quarters since. 5,814 funds tracked by Wall St. Rank hold MSFT as of Q2 2025.

Iron Horse Wealth Management held 1,093 shares of Microsoft worth $544K as of Q2 2025.
Iron Horse Wealth Management bought 36 Microsoft shares in Q2 2025, an estimated $15.6K.
Microsoft made up 0.16% of Iron Horse Wealth Management's portfolio in Q2 2025, its #28 holding.
Iron Horse Wealth Management first reported a position in Microsoft in Q4 2020 and has held it in 18 quarters since.
5,814 funds tracked by Wall St. Rank held Microsoft as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.