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Clark Financial Services Group’s Microsoft MSFT Stock Holding History

Clark Financial Services Group’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 		$4.02M Buy
10,770
+695
+7% +$281K 1.9% 14
2026
Q1 		$3.73M Buy
10,075
+206
+2% +$86.2K 2.02% 11
2025
Q4 		$4.67M Buy
9,869
+2
+0% +$1K 2.48% 9
2025
Q3 		$5.11M Buy
9,867
+173
+2% +$88.3K 2.72% 9
2025
Q2 		$4.82M Buy
9,694
+50
+0.5% +$21.7K 2.96% 7
2025
Q1 		$3.62M Buy
9,644
+72
+0.8% +$29.4K 2.51% 9
2024
Q4 		$4.04M Sell
9,572
-36
-0.4% -$15.3K 3.09% 6
2024
Q3 		$4.13M Buy
9,608
+28
+0.3% +$12K 3.76% 6
2024
Q2 		$4.28M Buy
9,580
+17
+0.2% +$7.18K 4.52% 6
2024
Q1 		$4.02M Buy
9,563
+1,013
+12% +$410K 4.85% 5
2023
Q4 		$3.21M Sell
8,550
-47
-0.5% -$16.7K 4.12% 5
2023
Q3 		$2.71M Buy
8,597
+45
+0.5% +$14.9K 3.71% 5
2023
Q2 		$2.91M Sell
8,552
-31
-0.4% -$9.72K 3.93% 5
2023
Q1 		$2.47M Sell
8,583
-52
-0.6% -$13.3K 3.65% 6
2022
Q4 		$2.07M Buy
8,635
+35
+0.4% +$8.4K 2.38% 8
2022
Q3 		$2M Buy
+8,600
New +$2.27M 2.11% 10
2022
Q1 		$2.74M Buy
8,886
+4,539
+104% +$1.37M 2.01% 13
2021
Q4 		$1.46M Buy
4,347
+346
+9% +$112K 0.98% 22
2021
Q3 		$1.13M Buy
4,001
+342
+9% +$99.5K 0.87% 22
2021
Q2 		$991K Buy
3,659
+62
+2% +$15.8K 0.78% 25
2021
Q1 		$848K Buy
+3,597
New +$835K 0.72% 24
2020
Q2 		$2.18M Buy
+8,491
New +$1.54M 3.38% 6

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Clark Financial Services Group's MSFT Position: Q2 2026 in Review

Clark Financial Services Group increased its Microsoft (MSFT) stake by 6.9% in Q2 2026, buying an estimated $281K and bringing the position to 10,770 shares worth $4.02M. The position accounts for 1.9% of the portfolio, ranked #14.

Clark Financial Services Group first reported a position in MSFT in Q2 2020 and has held it in 22 quarters since. The position peaked at $5.11M in Q3 2025. 6,178 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Clark Financial Services Group held 10,770 shares of Microsoft worth $4.02M as of Q2 2026.
  • Clark Financial Services Group bought 695 Microsoft shares in Q2 2026, an estimated $281K.
  • Microsoft made up 1.9% of Clark Financial Services Group's portfolio in Q2 2026, its #14 holding.
  • Clark Financial Services Group first reported a position in Microsoft in Q2 2020 and has held it in 22 quarters since.
  • Clark Financial Services Group's Microsoft position peaked at $5.11M in Q3 2025.
  • 6,178 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Clark Financial Services Group's 13F filing for Q2 2026, filed 15 Jul 2026.