Iyo Bank’s Microsoft MSFT Stock Holding History

Iyo Bank’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 Q2	$28.8M	Hold	77,222	–	–	8.74%	2
2026 Q1	$28.6M	Hold	77,222	–	–	10.17%	2
2025 Q4	$37.3M	Hold	77,222	–	–	11.92%	2
2025 Q3	$40M	Hold	77,222	–	–	15.09%	1
2025 Q2	$38.4M	Hold	77,222	–	–	15.52%	1
2025 Q1	$29M	Buy	77,222 +11,145	+17%	+$4.54M	9.33%	1
2024 Q4	$27.9M	Hold	66,077	–	–	9.52%	2
2024 Q3	$28.4M	Hold	66,077	–	–	10.09%	2
2024 Q2	$29.5M	Hold	66,077	–	–	10.48%	2
2024 Q1	$27.8M	Hold	66,077	–	–	11.08%	2
2023 Q4	$24.8M	Hold	66,077	–	–	11.79%	1
2023 Q3	$20.9M	Hold	66,077	–	–	11.36%	1
2023 Q2	$22.5M	Hold	66,077	–	–	11.67%	1
2023 Q1	$19.1M	Hold	66,077	–	–	11.15%	1
2022 Q4	$15.8M	Hold	66,077	–	–	9.33%	2
2022 Q3	$15.4M	Hold	66,077	–	–	8.25%	2
2022 Q2	$17M	Buy	66,077 +7,235	+12%	+$1.96M	5.65%	3
2022 Q1	$18.1M	Buy	58,842 +12,387	+27%	+$3.73M	5.36%	3
2021 Q4	$15.6M	Buy	+46,455	New	+$15.1M	4.77%	6

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Iyo Bank's MSFT Position: Q2 2026 in Review

Iyo Bank held its Microsoft (MSFT) position steady in Q2 2026 at 77,222 shares worth $28.8M. The position accounts for 8.74% of the portfolio, ranked #2.

Iyo Bank first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $40M in Q3 2025. 6,237 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Iyo Bank held 77,222 shares of Microsoft worth $28.8M as of Q2 2026.
Iyo Bank left its Microsoft share count unchanged in Q2 2026.
Microsoft made up 8.74% of Iyo Bank's portfolio in Q2 2026, its #2 holding.
Iyo Bank first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
Iyo Bank's Microsoft position peaked at $40M in Q3 2025.
6,237 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Iyo Bank's 13F filing for Q2 2026, filed 12 Aug 2026.