Israel Discount Bank of New York’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 | $503K | Buy |
1,349
+65
| +5% | +$26.3K | 0.93% | 24 |
|
|
2026
Q1 | $475K | Sell |
1,284
-62
| -5% | -$25.9K | 1.04% | 23 |
|
|
2025
Q4 | $651K | Sell |
1,346
-186
| -12% | -$93.2K | 1.77% | 21 |
|
|
2025
Q3 | $793K | Sell |
1,532
-42
| -3% | -$21.4K | 2.35% | 12 |
|
|
2025
Q2 | $783K | Sell |
1,574
-304
| -16% | -$132K | 2.97% | 12 |
|
|
2025
Q1 | $705K | Sell |
1,878
-729
| -28% | -$297K | 0.54% | 15 |
|
|
2024
Q4 | $1.1M | Buy |
2,607
+74
| +3% | +$31.5K | 0.8% | 12 |
|
|
2024
Q3 | $1.09M | Buy |
2,533
+99
| +4% | +$42.3K | 1.62% | 11 |
|
|
2024
Q2 | $1.09M | Sell |
2,434
-2,494
| -51% | -$1.05M | 1.73% | 13 |
|
|
2024
Q1 | $2.07M | Sell |
4,928
-3,337
| -40% | -$1.35M | 2.59% | 10 |
|
|
2023
Q4 | $3.11M | Buy |
8,265
+85
| +1% | +$30.3K | 2.43% | 10 |
|
|
2023
Q3 | $2.58M | Sell |
8,180
-216
| -3% | -$71.4K | 2.15% | 13 |
|
|
2023
Q2 | $2.86M | Sell |
8,396
-2,081
| -20% | -$652K | 2.28% | 13 |
|
|
2023
Q1 | $3.02M | Sell |
10,477
-1,013
| -9% | -$258K | 2.27% | 12 |
|
|
2022
Q4 | $2.76M | Sell |
11,490
-362
| -3% | -$86.9K | 2.33% | 9 |
|
|
2022
Q3 | $2.76M | Buy |
11,852
+166
| +1% | +$43.8K | 2.28% | 10 |
|
|
2022
Q2 | $3M | Sell |
11,686
-389
| -3% | -$106K | 2.28% | 10 |
|
|
2022
Q1 | $3.72M | Buy |
12,075
+43
| +0.4% | +$12.9K | 2.44% | 11 |
|
|
2021
Q4 | $4.05M | Sell |
12,032
-346
| -3% | -$112K | 2.5% | 9 |
|
|
2021
Q3 | $3.49M | Buy |
+12,378
| New | +$3.6M | 2.36% | 8 |
|
|
2021
Q1 | $3.02M | Sell |
12,794
-1,274
| -9% | -$296K | 2.33% | 8 |
|
|
2020
Q4 | $3.13M | Sell |
14,068
-5,359
| -28% | -$1.15M | 2.28% | 8 |
|
|
2020
Q3 | $4.09M | Sell |
19,427
-1,093
| -5% | -$230K | 2.65% | 8 |
|
|
2020
Q2 | $4.18M | Sell |
20,520
-3,626
| -15% | -$658K | 2.84% | 8 |
|
|
2020
Q1 | $3.81M | Buy |
24,146
+1,734
| +8% | +$285K | 2.92% | 8 |
|
|
2019
Q4 | $3.53M | Buy |
22,412
+2,526
| +13% | +$371K | 2.31% | 10 |
|
|
2019
Q3 | $2.77M | Buy |
19,886
+1,650
| +9% | +$227K | 2.03% | 10 |
|
|
2019
Q2 | $2.44M | Buy |
18,236
+730
| +4% | +$92.7K | 1.85% | 10 |
|
|
2019
Q1 | $2.06M | Buy |
17,506
+3,035
| +21% | +$331K | 1.41% | 11 |
|
|
2018
Q4 | $1.47M | Buy |
14,471
+4,446
| +44% | +$476K | 1.13% | 15 |
|
|
2018
Q3 | $1.15M | Buy |
10,025
+1,010
| +11% | +$109K | 0.75% | 21 |
|
|
2018
Q2 | $889K | Buy |
9,015
+8,215
| +1,027% | +$796K | 0.59% | 28 |
|
|
2018
Q1 | $73K | Hold |
800
| – | – | 0.05% | 192 |
|
|
2017
Q4 | $68K | Hold |
800
| – | – | 0.05% | 200 |
|
|
2017
Q3 | $60K | Hold |
800
| – | – | 0.04% | 230 |
|
|
2017
Q2 | $55K | Hold |
800
| – | – | 0.04% | 234 |
|
|
2017
Q1 | $53K | Sell |
800
-664
| -45% | -$42.6K | 0.04% | 234 |
|
|
2016
Q4 | $91K | Buy |
+1,464
| New | +$88.1K | 0.08% | 149 |
|
Other funds holding MSFT
N
Israel Discount Bank of New York's MSFT Position: Q2 2026 in Review
Israel Discount Bank of New York increased its Microsoft (MSFT) stake by 5.1% in Q2 2026, buying an estimated $26.3K and bringing the position to 1,349 shares worth $503K. The position accounts for 0.93% of the portfolio, ranked #24.
Israel Discount Bank of New York first reported a position in MSFT in Q4 2016 and has held it in 38 quarters since. The position peaked at $4.18M in Q2 2020. 4,653 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Israel Discount Bank of New York held 1,349 shares of Microsoft worth $503K as of Q2 2026.
- Israel Discount Bank of New York bought 65 Microsoft shares in Q2 2026, an estimated $26.3K.
- Microsoft made up 0.93% of Israel Discount Bank of New York's portfolio in Q2 2026, its #24 holding.
- Israel Discount Bank of New York first reported a position in Microsoft in Q4 2016 and has held it in 38 quarters since.
- Israel Discount Bank of New York's Microsoft position peaked at $4.18M in Q2 2020.
- 4,653 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Israel Discount Bank of New York's 13F filing for Q2 2026, filed 7 Jul 2026.