Independent Advisor Alliance / MSFT
Independent Advisor Alliance’s Microsoft Corp Position
Does Independent Advisor Alliance own Microsoft Corp (MSFT)? Yes — 306.7K shares worth $114M (+1.22% of its 13F portfolio) as of Q1 2026, down from 337.5K shares the prior filed quarter.
Position Value
$114M
Q1 2026
Shares
306.7K
% of Portfolio
+1.22%
Quarters Held
30
currently held
Position History MSFT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 306.7K | $114M | +1.22% |
| Q4 2025 | 337.5K | $163M | +3.96% |
| Q3 2025 | 330.4K | $171M | +4.45% |
| Q2 2025 | 315.2K | $157M | +4.52% |
| Q1 2025 | 323.5K | $121M | +4.01% |
| Q4 2024 | 326.0K | $137M | +1.82% |
| Q3 2024 | 300.4K | $129M | +4.71% |
| Q2 2024 | 319.7K | $143M | +4.89% |
| Q1 2024 | 312.0K | $131M | +4.74% |
| Q4 2023 | 310.6K | $117M | +4.21% |
| Q3 2023 | 305.3K | $96M | +4.36% |
| Q2 2023 | 303.0K | $103M | +4.55% |
| Q1 2023 | 293.2K | $85M | +4.08% |
| Q4 2022 | 300.0K | $3M | +0.89% |
| Q3 2022 | 304.8K | $71M | +4.14% |
| Q2 2022 | 326.4K | $84M | +4.68% |
| Q1 2022 | 328.4K | $101M | +4.87% |
| Q4 2021 | 318.7K | $107M | +5.29% |
| Q3 2021 | 295.0K | $83M | +4.62% |
| Q2 2021 | 302.4K | $82M | +4.49% |
| Q1 2021 | 303.7K | $72M | +4.25% |
| Q4 2020 | 290.4K | $65M | +4.38% |
| Q3 2020 | 266.0K | $56M | +4.24% |
| Q2 2020 | 256.6K | $52M | +5.60% |
| Q1 2020 | 247.0K | $39M | +5.67% |
| Q4 2019 | 220.2K | $35M | +1.51% |
| Q3 2019 | 222.5K | $31M | +3.78% |
| Q2 2019 | 215.7K | $28M | +3.98% |
| Q1 2019 | 194.3K | $23M | +3.22% |
| Q4 2018 | 194.5K | $20M | +3.50% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Independent Advisor Alliance’s full portfolio or all institutional holders of MSFT.