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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
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

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Clark Wealth Partners's MSFT Position: Q2 2026 in Review

Clark Wealth Partners increased its Microsoft (MSFT) stake by 128% in Q2 2026, buying an estimated $796K and bringing the position to 3,504 shares worth $1.31M. The position accounts for 0.74% of the portfolio, ranked #18.

Clark Wealth Partners first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. 5,957 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Clark Wealth Partners held 3,504 shares of Microsoft worth $1.31M as of Q2 2026.
  • Clark Wealth Partners bought 1,968 Microsoft shares in Q2 2026, an estimated $796K.
  • Microsoft made up 0.74% of Clark Wealth Partners's portfolio in Q2 2026, its #18 holding.
  • Clark Wealth Partners first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • 5,957 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.