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 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 $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

Iyo Bank's MSFT Position: Q1 2026 in Review

Iyo Bank held its Microsoft (MSFT) position steady in Q1 2026 at 77,222 shares worth $28.6M. The position accounts for 10.17% of the portfolio, ranked #2.

Iyo Bank first reported a position in MSFT in Q4 2021 and has held it in 18 quarters since. The position peaked at $40M in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Iyo Bank held 77,222 shares of Microsoft worth $28.6M as of Q1 2026.
Iyo Bank left its Microsoft share count unchanged in Q1 2026.
Microsoft made up 10.17% of Iyo Bank's portfolio in Q1 2026, its #2 holding.
Iyo Bank first reported a position in Microsoft in Q4 2021 and has held it in 18 quarters since.
Iyo Bank's Microsoft position peaked at $40M in Q3 2025.
6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Iyo Bank's 13F filing for Q1 2026, filed 13 May 2026.