Clean Yield Group’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.73M | Hold |
12,785
| – | – | 1.33% | 24 |
|
|
2025
Q4 | $6.18M | Sell |
12,785
-176
| -1% | -$88.2K | 1.72% | 13 |
|
|
2025
Q3 | $6.71M | Sell |
12,961
-53
| -0.4% | -$27K | 1.9% | 11 |
|
|
2025
Q2 | $6.47M | Sell |
13,014
-180
| -1% | -$78.2K | 1.94% | 9 |
|
|
2025
Q1 | $4.95M | Sell |
13,194
-376
| -3% | -$153K | 1.61% | 19 |
|
|
2024
Q4 | $5.72M | Buy |
13,570
+450
| +3% | +$192K | 1.82% | 12 |
|
|
2024
Q3 | $5.65M | Buy |
13,120
+275
| +2% | +$118K | 1.79% | 17 |
|
|
2024
Q2 | $5.74M | Sell |
12,845
-155
| -1% | -$65.5K | 2.14% | 12 |
|
|
2024
Q1 | $5.47M | Sell |
13,000
-570
| -4% | -$231K | 2.13% | 13 |
|
|
2023
Q4 | $5.1M | Sell |
13,570
-207
| -2% | -$73.7K | 2.15% | 13 |
|
|
2023
Q3 | $4.58M | Buy |
13,777
+212
| +2% | +$70.1K | 2.03% | 14 |
|
|
2023
Q2 | $4.62M | Buy |
13,565
+120
| +0.9% | +$37.6K | 1.9% | 16 |
|
|
2023
Q1 | $3.88M | Buy |
13,445
+1
| +0% | +$255 | 1.65% | 16 |
|
|
2022
Q4 | $3.22M | Buy |
13,444
+422
| +3% | +$101K | 1.38% | 22 |
|
|
2022
Q3 | $3.03M | Sell |
13,022
-67
| -0.5% | -$17.7K | 1.41% | 21 |
|
|
2022
Q2 | $3.36M | Buy |
13,089
+55
| +0.4% | +$14.9K | 1.39% | 26 |
|
|
2022
Q1 | $4.02M | Sell |
13,034
-634
| -5% | -$191K | 1.42% | 19 |
|
|
2021
Q4 | $4.6M | Sell |
13,668
-62
| -0.5% | -$20.1K | 1.47% | 19 |
|
|
2021
Q3 | $3.87M | Buy |
13,730
+64
| +0.5% | +$18.6K | 1.27% | 25 |
|
|
2021
Q2 | $3.7M | Buy |
13,666
+163
| +1% | +$41.4K | 1.26% | 25 |
|
|
2021
Q1 | $3.18M | Sell |
13,503
-1,289
| -9% | -$299K | 1.2% | 28 |
|
|
2020
Q4 | $3.29M | Sell |
14,792
-195
| -1% | -$41.9K | 1.18% | 24 |
|
|
2020
Q3 | $3.15M | Sell |
14,987
-49
| -0.3% | -$10.3K | 1.28% | 20 |
|
|
2020
Q2 | $3.06M | Sell |
15,036
-601
| -4% | -$109K | 1.32% | 19 |
|
|
2020
Q1 | $2.47M | Sell |
15,637
-8,792
| -36% | -$1.45M | 1.17% | 28 |
|
|
2019
Q4 | $3.85M | Sell |
24,429
-231
| -0.9% | -$33.9K | 1.21% | 25 |
|
|
2019
Q3 | $3.43M | Buy |
24,660
+647
| +3% | +$89K | 1.13% | 30 |
|
|
2019
Q2 | $3.22M | Sell |
24,013
-348
| -1% | -$44.2K | 1.16% | 28 |
|
|
2019
Q1 | $2.87M | Sell |
24,361
-7,574
| -24% | -$826K | 1.16% | 34 |
|
|
2018
Q4 | $3.24M | Buy |
31,935
+46
| +0.1% | +$4.93K | 1.41% | 25 |
|
|
2018
Q3 | $3.65M | Buy |
31,889
+30
| +0.1% | +$3.25K | 1.45% | 21 |
|
|
2018
Q2 | $3.14M | Sell |
31,859
-2,822
| -8% | -$274K | 1.3% | 32 |
|
|
2018
Q1 | $3.17M | Buy |
34,681
+109
| +0.3% | +$9.97K | 1.34% | 30 |
|
|
2017
Q4 | $2.96M | Sell |
34,572
-465
| -1% | -$38.1K | 1.17% | 33 |
|
|
2017
Q3 | $2.61M | Sell |
35,037
-1,693
| -5% | -$124K | 1.06% | 36 |
|
|
2017
Q2 | $2.67M | Sell |
36,730
-850
| -2% | -$58.4K | 1.12% | 36 |
|
|
2017
Q1 | $2.48M | Sell |
37,580
-80
| -0.2% | -$5.13K | 1.04% | 36 |
|
|
2016
Q4 | $2.34M | Sell |
37,660
-177
| -0.5% | -$10.6K | 1.06% | 38 |
|
|
2016
Q3 | $2.18M | Buy |
37,837
+110
| +0.3% | +$6.21K | 0.95% | 40 |
|
|
2016
Q2 | $1.93M | Buy |
37,727
+100
| +0.3% | +$5.2K | 0.83% | 42 |
|
|
2016
Q1 | $2.08M | Sell |
37,627
-1,095
| -3% | -$57.4K | 0.93% | 42 |
|
|
2015
Q4 | $2.02M | Sell |
38,722
-319
| -0.8% | -$16.8K | 1% | 40 |
|
|
2015
Q3 | $2.1M | Buy |
39,041
+2,502
| +7% | +$112K | 0.99% | 41 |
|
|
2015
Q2 | $1.61M | Buy |
36,539
+1,050
| +3% | +$47.9K | 0.74% | 52 |
|
|
2015
Q1 | $1.44M | Buy |
35,489
+2,423
| +7% | +$105K | 0.62% | 57 |
|
|
2014
Q4 | $1.54M | Sell |
33,066
-275
| -0.8% | -$12.9K | 0.69% | 55 |
|
|
2014
Q3 | $1.55M | Sell |
33,341
-80
| -0.2% | -$3.57K | 0.74% | 52 |
|
|
2014
Q2 | $1.39M | Buy |
33,421
+3,700
| +12% | +$150K | 0.69% | 56 |
|
|
2014
Q1 | $1.22M | Hold |
29,721
| – | – | 0.63% | 61 |
|
|
2013
Q4 | $1.11M | Sell |
29,721
-150
| -0.5% | -$5.45K | 0.6% | 61 |
|
|
2013
Q3 | $994K | Sell |
29,871
-395
| -1% | -$13K | 0.54% | 62 |
|
|
2013
Q2 | $1.05M | Buy |
+30,266
| New | +$992K | 0.6% | 58 |
|
Other funds holding MSFT
VCM
VPM
Clean Yield Group's MSFT Position: Q1 2026 in Review
Clean Yield Group held its Microsoft (MSFT) position steady in Q1 2026 at 12,785 shares worth $4.73M. The position accounts for 1.33% of the portfolio, ranked #24.
Clean Yield Group first reported a position in MSFT in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.71M in Q3 2025. 6,185 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.
- Clean Yield Group held 12,785 shares of Microsoft worth $4.73M as of Q1 2026.
- Clean Yield Group left its Microsoft share count unchanged in Q1 2026.
- Microsoft made up 1.33% of Clean Yield Group's portfolio in Q1 2026, its #24 holding.
- Clean Yield Group first reported a position in Microsoft in Q2 2013 and has held it in 52 quarters since.
- Clean Yield Group's Microsoft position peaked at $6.71M in Q3 2025.
- 6,185 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.
Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.