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Clark & Stuart Inc’s Microsoft MSFT Stock Holding History

Clark & Stuart Inc’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 		$1.16M Buy
3,098
+42
+1% +$17K 0.73% 32
2026
Q1 		$1.13M Buy
3,056
+4
+0.1% +$1.67K 0.76% 30
2025
Q4 		$1.48M Hold
3,052
– – 1.02% 28
2025
Q3 		$1.58M Hold
3,052
– – 1.13% 25
2025
Q2 		$1.52M Buy
3,052
+307
+11% +$133K 1.14% 26
2025
Q1 		$1.03M Hold
2,745
– – 0.75% 30
2024
Q4 		$1.16M Buy
+2,745
New +$1.17M 0.85% 30

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 & Stuart Inc's MSFT Position: Q2 2026 in Review

Clark & Stuart Inc increased its Microsoft (MSFT) stake by 1.4% in Q2 2026, buying an estimated $17K and bringing the position to 3,098 shares worth $1.16M. The position accounts for 0.73% of the portfolio, ranked #32.

Clark & Stuart Inc first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.58M in Q3 2025. 6,188 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Clark & Stuart Inc held 3,098 shares of Microsoft worth $1.16M as of Q2 2026.
  • Clark & Stuart Inc bought 42 Microsoft shares in Q2 2026, an estimated $17K.
  • Microsoft made up 0.73% of Clark & Stuart Inc's portfolio in Q2 2026, its #32 holding.
  • Clark & Stuart Inc first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Clark & Stuart Inc's Microsoft position peaked at $1.58M in Q3 2025.
  • 6,188 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Clark & Stuart Inc's 13F filing for Q2 2026, filed 14 Jul 2026.