Microsoft Corporation $MSFT Shares Sold by Iams Wealth Management LLC

Iams Wealth Management LLC trimmed its position in Microsoft Corporation (NASDAQ:MSFT) by 23.6% in the third quarter, according to its most recent filing with the SEC. The fund owned 11,561 shares of the software giant’s stock after selling 3,563 shares during the period. Microsoft accounts for approximately 2.4% of Iams Wealth Management LLC’s investment portfolio, making the stock its 4th biggest position. Iams Wealth Management LLC’s holdings in Microsoft were worth $5,989,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also bought and sold shares of MSFT. Norges Bank bought a new position in Microsoft in the 2nd quarter valued at approximately $50,493,678,000. Kingstone Capital Partners Texas LLC increased its position in Microsoft by 564,387.1% in the 2nd quarter. Kingstone Capital Partners Texas LLC now owns 90,549,369 shares of the software giant’s stock valued at $45,040,162,000 after acquiring an additional 90,533,328 shares during the period. Nuveen LLC bought a new position in shares of Microsoft during the first quarter valued at $18,733,827,000. Laurel Wealth Advisors LLC lifted its holdings in shares of Microsoft by 49,640.3% during the second quarter. Laurel Wealth Advisors LLC now owns 29,967,038 shares of the software giant’s stock worth $14,905,904,000 after purchasing an additional 29,906,791 shares during the period. Finally, Vanguard Group Inc. grew its stake in shares of Microsoft by 2.0% in the second quarter. Vanguard Group Inc. now owns 705,077,786 shares of the software giant’s stock worth $350,712,742,000 after purchasing an additional 13,691,572 shares during the last quarter. Institutional investors own 71.13% of the company’s stock.

Analyst Upgrades and Downgrades

MSFT has been the topic of several recent research reports. Robert W. Baird initiated coverage on Microsoft in a report on Friday, November 14th. They set an “outperform” rating and a $600.00 target price on the stock. TD Cowen raised their price objective on Microsoft from $640.00 to $655.00 and gave the stock a “buy” rating in a research report on Thursday, October 30th. JPMorgan Chase & Co. reiterated a “buy” rating on shares of Microsoft in a report on Wednesday, November 19th. Cantor Fitzgerald set a $639.00 target price on shares of Microsoft in a research report on Thursday, October 30th. Finally, Melius Research boosted their price target on shares of Microsoft from $595.00 to $625.00 in a research report on Thursday, September 25th. Two research analysts have rated the stock with a Strong Buy rating, thirty-seven have assigned a Buy rating and four have given a Hold rating to the company. According to MarketBeat.com, Microsoft currently has an average rating of “Moderate Buy” and a consensus price target of $631.03.

More Microsoft News

Here are the key news stories impacting Microsoft this week:

• Positive Sentiment: Wall Street remains broadly bullish on MSFT — analysts and outlets label Microsoft a top pick for 2026 and a “strong buy,” citing AI monetization and cloud durability as drivers of upside. Wall Street Says Microsoft Is a ‘Strong Buy.’ Let’s Look at Who Owns MSFT Stock?
• Positive Sentiment: Some analysts publicly prefer Microsoft over Google in the AI race, arguing MSFT’s Azure and partnerships reduce downside risk versus peers — a positive signal for longer‑term market share and revenue capture. Why This Analyst Prefers Microsoft Over Google In The AI Race
• Positive Sentiment: Debt and cash flow profile supports sustained AI investment — several writeups (including MarketBeat roundups) say MSFT’s balance sheet makes elevated CapEx manageable and that recent pullbacks are “buyable dips.” Beyond the Santa Claus Rally—5 Quality Stocks to Buy in 2026 (MSFT)
• Neutral Sentiment: Analysis pieces (e.g., Seeking Alpha) argue raised CapEx for AI isn’t a major concern versus future ROI, positioning MSFT as still relatively cheap on an AI-adjusted basis — a mixed read that keeps volatility likely while fundamentals mature. Microsoft: AI Superpower Still Cheap – Raised Capex Not A Big Concern
• Negative Sentiment: Near‑term selling pressure is coming from investors reassessing Microsoft’s AI edge versus Alphabet/Google — uncertainty over who will monetize AI faster is prompting profit‑taking and weighing on the stock. Microsoft (MSFT) Stock Moves Lower As Investors Assess Its AI Edge Against Google
• Negative Sentiment: Broader market action is mixed — the Nasdaq was roughly flat while indexes rotated — and Microsoft’s size makes it a significant weight on the tech‑heavy index, magnifying any MSFT weakness for the session. How major US stock indexes fared Friday, 1/2/2026

Microsoft Stock Performance

Shares of MSFT stock opened at $472.94 on Friday. The company has a market cap of $3.52 trillion, a price-to-earnings ratio of 33.64, a price-to-earnings-growth ratio of 1.77 and a beta of 1.07. Microsoft Corporation has a 52 week low of $344.79 and a 52 week high of $555.45. The company has a quick ratio of 1.39, a current ratio of 1.40 and a debt-to-equity ratio of 0.10. The firm has a 50 day moving average of $493.47 and a 200-day moving average of $503.86.

Microsoft (NASDAQ:MSFT) last released its quarterly earnings data on Wednesday, October 29th. The software giant reported $4.13 earnings per share for the quarter, beating the consensus estimate of $3.65 by $0.48. The company had revenue of $77.67 billion during the quarter, compared to analyst estimates of $75.49 billion. Microsoft had a net margin of 35.71% and a return on equity of 32.45%. Microsoft’s revenue for the quarter was up 18.4% compared to the same quarter last year. During the same quarter in the previous year, the business posted $3.30 EPS. On average, equities analysts forecast that Microsoft Corporation will post 13.08 earnings per share for the current year.

Microsoft Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, March 12th. Stockholders of record on Thursday, February 19th will be issued a dividend of $0.91 per share. The ex-dividend date is Thursday, February 19th. This represents a $3.64 annualized dividend and a dividend yield of 0.8%. Microsoft’s dividend payout ratio is currently 25.89%.

Insider Transactions at Microsoft

In other Microsoft news, CEO Judson Althoff sold 12,750 shares of the stock in a transaction that occurred on Tuesday, December 2nd. The stock was sold at an average price of $491.52, for a total value of $6,266,880.00. Following the transaction, the chief executive officer owned 129,349 shares in the company, valued at approximately $63,577,620.48. This represents a 8.97% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Takeshi Numoto sold 2,850 shares of the firm’s stock in a transaction that occurred on Thursday, December 4th. The shares were sold at an average price of $478.72, for a total value of $1,364,352.00. Following the completion of the sale, the executive vice president directly owned 55,782 shares of the company’s stock, valued at $26,703,959.04. This trade represents a 4.86% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 54,100 shares of company stock valued at $27,598,872 in the last 90 days. 0.03% of the stock is currently owned by corporate insiders.

About Microsoft

Microsoft Corporation is a global technology company headquartered in Redmond, Washington. Founded in 1975 by Bill Gates and Paul Allen, Microsoft develops, licenses and supports a broad range of software products, services and devices for consumers, enterprises and governments worldwide. Its operations span personal computing, productivity software, cloud infrastructure, enterprise applications, developer tools and gaming.

Microsoft’s product portfolio includes the Windows operating system and the Microsoft 365 suite of productivity and collaboration tools (Office apps, Outlook, Teams).