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IronBridge Private Wealth’s Microsoft MSFT Stock Holding History

IronBridge Private Wealth’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
Q1 		$1.89M Sell
5,104
-5,377
-51% -$2.25M 0.61% 32
2025
Q4 		$5.07M Hold
10,481
– – 1.6% 16
2025
Q3 		$5.43M Sell
10,481
-1,624
-13% -$828K 1.71% 16
2025
Q2 		$6.02M Sell
12,105
-3,386
-22% -$1.47M 2.1% 14
2025
Q1 		$5.82M Buy
15,491
+759
+5% +$309K 2.29% 13
2024
Q4 		$6.21M Buy
14,732
+3,182
+28% +$1.36M 2.28% 12
2024
Q3 		$4.97M Sell
11,550
-6,441
-36% -$2.75M 1.86% 17
2024
Q2 		$8.04M Sell
17,991
-200
-1% -$84.5K 3.01% 10
2024
Q1 		$7.65M Buy
18,191
+310
+2% +$125K 3.17% 9
2023
Q4 		$6.72M Buy
17,881
+129
+0.7% +$45.9K 3.28% 9
2023
Q3 		$5.61M Buy
17,752
+10,665
+150% +$3.52M 3.04% 10
2023
Q2 		$2.41M Sell
7,087
-112
-2% -$35.1K 1.36% 24
2023
Q1 		$2.08M Buy
+7,199
New +$1.84M 1.33% 20
2022
Q1 		– Sell
-394
Closed -$133K – 204
2021
Q4 		$133K Sell
394
-17,379
-98% -$5.63M 0.07% 43
2021
Q3 		$5.01M Buy
17,773
+15,587
+713% +$4.54M 2.69% 11
2021
Q2 		$592K Buy
2,186
+1
+0% +$254 0.35% 30
2021
Q1 		$515K Sell
2,185
-48
-2% -$11.1K 0.33% 31
2020
Q4 		$497K Buy
+2,233
New +$480K 0.37% 28

Other funds holding MSFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

IronBridge Private Wealth's MSFT Position: Q1 2026 in Review

IronBridge Private Wealth reduced its Microsoft (MSFT) stake by 51% in Q1 2026, selling an estimated $2.25M and leaving 5,104 shares worth $1.89M. The position accounts for 0.61% of the portfolio, ranked #32.

IronBridge Private Wealth first reported a position in MSFT in Q4 2020 and has held it in 18 quarters since. The position peaked at $8.04M in Q2 2024. 6,186 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • IronBridge Private Wealth held 5,104 shares of Microsoft worth $1.89M as of Q1 2026.
  • IronBridge Private Wealth sold 5,377 Microsoft shares in Q1 2026, an estimated $2.25M.
  • Microsoft made up 0.61% of IronBridge Private Wealth's portfolio in Q1 2026, its #32 holding.
  • IronBridge Private Wealth first reported a position in Microsoft in Q4 2020 and has held it in 18 quarters since.
  • IronBridge Private Wealth's Microsoft position peaked at $8.04M in Q2 2024.
  • 6,186 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on IronBridge Private Wealth's 13F filing for Q1 2026, filed 14 May 2026.