Independent Wealth Network Inc. / MSFT
Independent Wealth Network Inc.’s Microsoft Corp Position
Does Independent Wealth Network Inc. own Microsoft Corp (MSFT)? Yes — 11.2K shares worth $4M (+1.23% of its 13F portfolio) as of Q1 2026, up from 9.8K shares the prior filed quarter.
Position Value
$4M
Q1 2026
Shares
11.2K
% of Portfolio
+1.23%
Quarters Held
19
currently held
Position History MSFT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 11.2K | $4M | +1.23% |
| Q4 2025 | 9.8K | $5M | +1.45% |
| Q3 2025 | 9.2K | $5M | +1.53% |
| Q2 2025 | 9.4K | $5M | +1.71% |
| Q1 2025 | 9.8K | $4M | +1.46% |
| Q4 2024 | 10.2K | $4M | +1.74% |
| Q3 2024 | 9.6K | $4M | +1.82% |
| Q2 2024 | 10.5K | $5M | +2.18% |
| Q1 2024 | 10.7K | $4M | +2.11% |
| Q4 2023 | 9.6K | $4M | +1.89% |
| Q3 2023 | 8.4K | $3M | +1.64% |
| Q2 2023 | 8.5K | $3M | +1.74% |
| Q1 2023 | 8.3K | $2M | +1.53% |
| Q4 2022 | 8.3K | $2M | +1.37% |
| Q3 2022 | 8.2K | $2M | +1.48% |
| Q2 2022 | 8.3K | $2M | +1.54% |
| Q1 2022 | 8.8K | $3M | +1.72% |
| Q4 2021 | 10.7K | $4M | +2.21% |
| Q3 2021 | 5.5K | $2M | +1.21% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Independent Wealth Network Inc.’s full portfolio or all institutional holders of MSFT.