Ironwood Investment Management’s Microsoft MSFT Stock Holding History

Ironwood Investment 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
2026 Q1	$1.47M	Sell	3,966 -145	-4%	-$60.7K	0.61%	49
2025 Q4	$1.99M	Buy	4,111 +10	+0.2%	+$5.01K	0.84%	34
2025 Q3	$2.12M	Sell	4,101 -12	-0.3%	-$6.12K	0.93%	29
2025 Q2	$2.05M	Buy	4,113 +38	+0.9%	+$16.5K	1%	26
2025 Q1	$1.53M	Sell	4,075 -9	-0.2%	-$3.67K	0.83%	38
2024 Q4	$1.72M	Buy	4,084 +23	+0.6%	+$9.8K	0.86%	32
2024 Q3	$1.75M	Buy	4,061 +5	+0.1%	+$2.14K	0.85%	30
2024 Q2	$1.81M	Sell	4,056 -2,152	-35%	-$909K	0.97%	29
2024 Q1	$2.61M	Buy	6,208 +1,112	+22%	+$450K	1.27%	20
2023 Q4	$1.92M	Buy	5,096 +70	+1%	+$24.9K	1.01%	30
2023 Q3	$1.59M	Sell	5,026 -653	-11%	-$216K	0.97%	32
2023 Q2	$1.93M	Sell	5,679 -234	-4%	-$73.3K	1.11%	24
2023 Q1	$1.7M	Sell	5,913 -50	-0.8%	-$12.8K	1.07%	24
2022 Q4	$1.43M	Buy	5,963 +61	+1%	+$14.6K	0.94%	33
2022 Q3	$1.38M	Sell	5,902 -45	-0.8%	-$11.9K	0.96%	32
2022 Q2	$1.53M	Sell	5,947 -278	-4%	-$75.5K	1.02%	29
2022 Q1	$1.92M	Sell	6,225 -264	-4%	-$79.4K	1.04%	24
2021 Q4	$2.18M	Buy	6,489 +25	+0.4%	+$8.11K	1.08%	28
2021 Q3	$1.82M	Buy	6,464 +4	+0.1%	+$1.16K	0.94%	28
2021 Q2	$1.75M	Buy	6,460 +124	+2%	+$31.5K	0.88%	27
2021 Q1	$1.49M	Buy	6,336 +799	+14%	+$185K	0.79%	38
2020 Q4	$1.23M	Buy	5,537 +1,408	+34%	+$303K	0.72%	42
2020 Q3	$869K	Hold	4,129	–	–	0.62%	57
2020 Q2	$840K	Buy	4,129 +1	+0%	+$182	0.65%	55
2020 Q1	$651K	Hold	4,128	–	–	0.65%	53
2019 Q4	$651K	Hold	4,128	–	–	0.45%	82
2019 Q3	$574K	Buy	4,128 +1	+0%	+$138	0.43%	87
2019 Q2	$553K	Hold	4,127	–	–	0.43%	89
2019 Q1	$487K	Hold	4,127	–	–	0.4%	98
2018 Q4	$419K	Buy	4,127 +1	+0%	+$107	0.39%	98
2018 Q3	$472K	Hold	4,126	–	–	0.33%	110
2018 Q2	$407K	Buy	4,126 +1	+0%	+$97	0.29%	121
2018 Q1	$377K	Hold	4,125	–	–	0.28%	127
2017 Q4	$353K	Hold	4,125	–	–	0.25%	132
2017 Q3	$307K	Buy	4,125 +1	+0%	+$73	0.22%	136
2017 Q2	$284K	Hold	4,124	–	–	0.21%	141
2017 Q1	$272K	Buy	4,124 +1	+0%	+$64	0.2%	146
2016 Q4	$256K	Buy	4,123 +1	+0%	+$60	0.19%	149
2016 Q3	$237K	Hold	4,122	–	–	0.18%	151
2016 Q2	$211K	Buy	4,122 +1	+0%	+$52	0.16%	154
2016 Q1	$228K	Buy	4,121 +1	+0%	+$52	0.15%	148
2015 Q4	$229K	Buy	+4,120	New	+$217K	0.09%	146

Other funds holding MSFT

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ironwood Investment Management's MSFT Position: Q1 2026 in Review

Ironwood Investment Management reduced its Microsoft (MSFT) stake by 3.5% in Q1 2026, selling an estimated $60.7K and leaving 3,966 shares worth $1.47M. The position accounts for 0.61% of the portfolio, ranked #49.

Ironwood Investment Management first reported a position in MSFT in Q4 2015 and has held it in 42 quarters since. The position peaked at $2.61M in Q1 2024. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Ironwood Investment Management held 3,966 shares of Microsoft worth $1.47M as of Q1 2026.
Ironwood Investment Management sold 145 Microsoft shares in Q1 2026, an estimated $60.7K.
Microsoft made up 0.61% of Ironwood Investment Management's portfolio in Q1 2026, its #49 holding.
Ironwood Investment Management first reported a position in Microsoft in Q4 2015 and has held it in 42 quarters since.
Ironwood Investment Management's Microsoft position peaked at $2.61M in Q1 2024.
6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Ironwood Investment Management's 13F filing for Q1 2026, filed 15 May 2026.