Clark Wealth Partners
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Clark Wealth Partners’s Microsoft MSFT Stock Holding History

Clark Wealth Partners’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
Q3 		$1.92M Buy
3,735
+231
+7% +$107K 0.99% 14
2026
Q2 		$1.31M Buy
3,504
+1,968
+128% +$796K 0.74% 18
2026
Q1 		$569K Sell
1,536
-117
-7% -$49K 0.38% 37
2025
Q4 		$799K Hold
1,653
– – 0.49% 29
2025
Q3 		$799K Sell
1,653
-54
-3% -$27.5K 0.49% 29
2025
Q2 		$849K Buy
1,707
+198
+13% +$86K 0.57% 24
2025
Q1 		$567K Buy
1,509
+76
+5% +$31K 0.42% 34
2024
Q4 		$604K Buy
+1,433
New +$610K 0.47% 32

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State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Clark Wealth Partners's MSFT Position: Q3 2026 in Review

Clark Wealth Partners increased its Microsoft (MSFT) stake by 6.6% in Q3 2026, buying an estimated $107K and bringing the position to 3,735 shares worth $1.92M. The position accounts for 0.99% of the portfolio, ranked #14.

Clark Wealth Partners first reported a position in MSFT in Q4 2024 and has held it in 8 quarters since. 5,551 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Clark Wealth Partners held 3,735 shares of Microsoft worth $1.92M as of Q3 2026.
  • Clark Wealth Partners bought 231 Microsoft shares in Q3 2026, an estimated $107K.
  • Microsoft made up 0.99% of Clark Wealth Partners's portfolio in Q3 2026, its #14 holding.
  • Clark Wealth Partners first reported a position in Microsoft in Q4 2024 and has held it in 8 quarters since.
  • 5,551 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Clark Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.