Ironwood 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 | $4.97M | Sell |
12,714
-65
| -0.5% | -$26.3K | 0.78% | 37 |
|
|
2026
Q1 | $4.73M | Buy |
12,779
+79
| +0.6% | +$33.1K | 0.83% | 36 |
|
|
2025
Q4 | $6.06M | Sell |
12,700
-59
| -0.5% | -$29.6K | 1.03% | 30 |
|
|
2025
Q3 | $6.61M | Buy |
12,759
+122
| +1% | +$62.2K | 1.17% | 25 |
|
|
2025
Q2 | $4.74M | Hold |
12,637
| – | – | 1.02% | 27 |
|
|
2025
Q1 | $4.74M | Sell |
12,637
-1,191
| -9% | -$486K | 1.02% | 27 |
|
|
2024
Q4 | $5.83M | Sell |
13,828
-30
| -0.2% | -$12.8K | 1.22% | 23 |
|
|
2024
Q3 | $5.96M | Buy |
13,858
+1,200
| +9% | +$513K | 1.25% | 21 |
|
|
2024
Q2 | $5.66M | Buy |
12,658
+38
| +0.3% | +$16K | 1.27% | 22 |
|
|
2024
Q1 | $5.31M | Buy |
12,620
+74
| +0.6% | +$30K | 1.22% | 24 |
|
|
2023
Q4 | $4.72M | Sell |
12,546
-7
| -0.1% | -$2.49K | 1.14% | 22 |
|
|
2023
Q3 | $3.96M | Hold |
12,553
| – | – | 1.06% | 25 |
|
|
2023
Q2 | $4.27M | Sell |
12,553
-555
| -4% | -$174K | 1.12% | 22 |
|
|
2023
Q1 | $3.78M | Sell |
13,108
-75
| -0.6% | -$19.1K | 1.05% | 22 |
|
|
2022
Q4 | $3.16M | Buy |
13,183
+88
| +0.7% | +$21.1K | 0.98% | 23 |
|
|
2022
Q3 | $3.05M | Buy |
13,095
+330
| +3% | +$87.1K | 1.01% | 23 |
|
|
2022
Q2 | $3.28M | Hold |
12,765
| – | – | 1.05% | 24 |
|
|
2022
Q1 | $3.94M | Sell |
12,765
-21
| -0.2% | -$6.32K | 1.11% | 25 |
|
|
2021
Q4 | $4.3M | Sell |
12,786
-21
| -0.2% | -$6.81K | 1.18% | 24 |
|
|
2021
Q3 | $3.61M | Buy |
12,807
+1,111
| +9% | +$323K | 1.06% | 25 |
|
|
2021
Q2 | $3.17M | Buy |
11,696
+42
| +0.4% | +$10.7K | 0.95% | 25 |
|
|
2021
Q1 | $2.75M | Buy |
11,654
+561
| +5% | +$130K | 0.9% | 25 |
|
|
2020
Q4 | $2.47M | Buy |
11,093
+9,912
| +839% | +$2.13M | 0.92% | 22 |
|
|
2020
Q3 | $248K | Buy |
1,181
+40
| +4% | +$8.4K | 0.12% | 55 |
|
|
2020
Q2 | $232K | Buy |
1,141
+64
| +6% | +$11.6K | 0.13% | 51 |
|
|
2020
Q1 | $170K | Sell |
1,077
-400
| -27% | -$65.8K | 0.12% | 36 |
|
|
2019
Q4 | $233K | Hold |
1,477
| – | – | 0.11% | 46 |
|
|
2019
Q3 | $205K | Buy |
1,477
+120
| +9% | +$16.5K | 0.1% | 49 |
|
|
2019
Q2 | $182K | Buy |
1,357
+80
| +6% | +$10.2K | 0.09% | 54 |
|
|
2019
Q1 | $151K | Hold |
1,277
| – | – | 0.08% | 60 |
|
|
2018
Q4 | $130K | Buy |
1,277
+346
| +37% | +$37.1K | 0.07% | 62 |
|
|
2018
Q3 | $106K | Buy |
931
+300
| +48% | +$32.5K | 0.06% | 71 |
|
|
2018
Q2 | $62K | Hold |
631
| – | – | 0.04% | 75 |
|
|
2018
Q1 | $58K | Hold |
631
| – | – | 0.06% | 63 |
|
|
2017
Q4 | $54K | Hold |
631
| – | – | 0.03% | 80 |
|
|
2017
Q3 | $47K | Hold |
631
| – | – | 0.03% | 90 |
|
|
2017
Q2 | $43K | Hold |
631
| – | – | 0.03% | 89 |
|
|
2017
Q1 | $42K | Hold |
631
| – | – | 0.03% | 92 |
|
|
2016
Q4 | $39K | Sell |
631
-50
| -7% | -$3.01K | 0.03% | 95 |
|
|
2016
Q3 | $39K | Hold |
681
| – | – | 0.03% | 99 |
|
|
2016
Q2 | $35K | Hold |
681
| – | – | 0.03% | 102 |
|
|
2016
Q1 | $38K | Buy |
+681
| New | +$35.7K | 0.03% | 96 |
|
|
2015
Q3 | $38K | Buy |
870
+139
| +19% | +$6.24K | 0.02% | 130 |
|
|
2015
Q2 | $32K | Hold |
731
| – | – | 0.02% | 136 |
|
|
2015
Q1 | $30K | Buy |
731
+268
| +58% | +$11.7K | 0.01% | 140 |
|
|
2014
Q4 | $22K | Buy |
+463
| New | +$21.7K | 0.01% | 130 |
|
Other funds holding MSFT
Ironwood Financial's MSFT Position: Q2 2026 in Review
Ironwood Financial reduced its Microsoft (MSFT) stake by 0.51% in Q2 2026, selling an estimated $26.3K and leaving 12,714 shares worth $4.97M. The position accounts for 0.78% of the portfolio, ranked #37.
Ironwood Financial first reported a position in MSFT in Q4 2014 and has held it in 46 quarters since. The position peaked at $6.61M in Q3 2025. 3,060 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Ironwood Financial held 12,714 shares of Microsoft worth $4.97M as of Q2 2026.
- Ironwood Financial sold 65 Microsoft shares in Q2 2026, an estimated $26.3K.
- Microsoft made up 0.78% of Ironwood Financial's portfolio in Q2 2026, its #37 holding.
- Ironwood Financial first reported a position in Microsoft in Q4 2014 and has held it in 46 quarters since.
- Ironwood Financial's Microsoft position peaked at $6.61M in Q3 2025.
- 3,060 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.