Clear Creek Financial Management’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$14.1M Buy
37,829
+2,500
+7% +$1.01M 0.91% 25
2026
Q1
$13.1M Buy
35,329
+4,588
+15% +$1.92M 1% 17
2025
Q4
$14.9M Sell
30,741
-97
-0.3% -$48.6K 1.21% 12
2025
Q3
$16M Buy
30,838
+1,166
+4% +$595K 1.38% 12
2025
Q2
$14.8M Buy
29,672
+126
+0.4% +$54.7K 1.4% 11
2025
Q1
$11.1M Buy
29,546
+1,230
+4% +$501K 1.15% 13
2024
Q4
$11.9M Buy
28,316
+843
+3% +$359K 1.29% 14
2024
Q3
$11.8M Buy
27,473
+579
+2% +$248K 1.34% 12
2024
Q2
$12M Buy
26,894
+645
+2% +$272K 1.46% 10
2024
Q1
$11M Sell
26,249
-1,386
-5% -$561K 1.41% 10
2023
Q4
$10.4M Buy
27,635
+520
+2% +$185K 1.65% 10
2023
Q3
$8.56M Buy
27,115
+404
+2% +$133K 1.5% 11
2023
Q2
$9.1M Sell
26,711
-769
-3% -$241K 1.58% 17
2023
Q1
$7.92M Sell
27,480
-1,071
-4% -$273K 1.5% 13
2022
Q4
$6.85M Sell
28,551
-1,350
-5% -$324K 1.5% 15
2022
Q3
$6.96M Sell
29,901
-1,029
-3% -$272K 1.54% 11
2022
Q2
$7.94M Buy
30,930
+28
+0.1% +$7.6K 1.66% 14
2022
Q1
$9.53M Buy
30,902
+479
+2% +$144K 1.49% 14
2021
Q4
$10.2M Sell
30,423
-2,470
-8% -$801K 1.54% 14
2021
Q3
$9.27M Buy
32,893
+197
+0.6% +$57.3K 1.49% 12
2021
Q2
$8.86M Buy
32,696
+27,446
+523% +$6.98M 1.37% 18
2021
Q1
$1.36M Sell
5,250
-24,860
-83% -$5.77M 2.73% 16
2020
Q4
$6.7M Buy
+30,110
New +$6.47M 1.29% 20
2020
Q3
Sell
-26,220
Closed -$5.33M 194
2020
Q2
$5.33M Buy
26,220
+13,433
+105% +$2.44M 1.38% 17
2020
Q1
$2.24M Buy
12,787
+703
+6% +$116K 0.85% 28
2019
Q4
$1.96M Buy
12,084
+1,208
+11% +$177K 0.77% 24
2019
Q3
$1.6M Sell
10,876
-2,964
-21% -$408K 0.77% 21
2019
Q2
$1.85M Buy
+13,840
New +$1.76M 0.79% 23

Other funds holding MSFT

Clear Creek Financial Management's MSFT Position: Q2 2026 in Review

Clear Creek Financial Management increased its Microsoft (MSFT) stake by 7.1% in Q2 2026, buying an estimated $1.01M and bringing the position to 37,829 shares worth $14.1M. The position accounts for 0.91% of the portfolio, ranked #25.

Clear Creek Financial Management first reported a position in MSFT in Q2 2019 and has held it in 28 quarters since. The position peaked at $16M in Q3 2025. 6,213 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Clear Creek Financial Management held 37,829 shares of Microsoft worth $14.1M as of Q2 2026.
  • Clear Creek Financial Management bought 2,500 Microsoft shares in Q2 2026, an estimated $1.01M.
  • Microsoft made up 0.91% of Clear Creek Financial Management's portfolio in Q2 2026, its #25 holding.
  • Clear Creek Financial Management first reported a position in Microsoft in Q2 2019 and has held it in 28 quarters since.
  • Clear Creek Financial Management's Microsoft position peaked at $16M in Q3 2025.
  • 6,213 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.