Clear Investment Research’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 | $1.2M | Buy |
3,246
+182
| +6% | +$76.2K | 1.88% | 14 |
|
|
2025
Q4 | $1.48M | Sell |
3,064
-1,165
| -28% | -$584K | 2.46% | 10 |
|
|
2025
Q3 | $2.19M | Sell |
4,229
-16
| -0.4% | -$8.16K | 2.93% | 7 |
|
|
2025
Q2 | $2.11M | Buy |
4,245
+33
| +0.8% | +$14.3K | 2.66% | 9 |
|
|
2025
Q1 | $1.58M | Buy |
4,212
+151
| +4% | +$61.6K | 2.11% | 12 |
|
|
2024
Q4 | $1.71M | Sell |
4,061
-5
| -0.1% | -$2.13K | 2.2% | 12 |
|
|
2024
Q3 | $1.75M | Buy |
4,066
+45
| +1% | +$19.2K | 2.28% | 11 |
|
|
2024
Q2 | $1.8M | Buy |
4,021
+96
| +2% | +$40.5K | 2.34% | 14 |
|
|
2024
Q1 | $1.65M | Sell |
3,925
-39
| -1% | -$15.8K | 2.22% | 13 |
|
|
2023
Q4 | $1.49M | Buy |
3,964
+354
| +10% | +$126K | 2.1% | 13 |
|
|
2023
Q3 | $1.14M | Buy |
3,610
+109
| +3% | +$36K | 1.98% | 15 |
|
|
2023
Q2 | $1.19M | Buy |
3,501
+241
| +7% | +$75.5K | 2% | 15 |
|
|
2023
Q1 | $940K | Buy |
3,260
+145
| +5% | +$37K | 1.65% | 16 |
|
|
2022
Q4 | $747K | Buy |
3,115
+415
| +15% | +$99.6K | 1.45% | 18 |
|
|
2022
Q3 | $629K | Buy |
2,700
+1,037
| +62% | +$274K | 1.33% | 18 |
|
|
2022
Q2 | $427K | Buy |
1,663
+3
| +0.2% | +$814 | 0.94% | 24 |
|
|
2022
Q1 | $512K | Buy |
1,660
+3
| +0.2% | +$903 | 1% | 22 |
|
|
2021
Q4 | $558K | Buy |
1,657
+22
| +1% | +$7.13K | 0.86% | 22 |
|
|
2021
Q3 | $461K | Buy |
1,635
+2
| +0.1% | +$582 | 0.75% | 24 |
|
|
2021
Q2 | $442K | Buy |
1,633
+1,001
| +158% | +$254K | 0.74% | 26 |
|
|
2021
Q1 | $149K | Buy |
632
+1
| +0.2% | +$232 | 0.27% | 51 |
|
|
2020
Q4 | $140K | Buy |
631
+101
| +19% | +$21.7K | 0.25% | 51 |
|
|
2020
Q3 | $112K | Buy |
530
+2
| +0.4% | +$420 | 0.23% | 54 |
|
|
2020
Q2 | $107K | Sell |
528
-46
| -8% | -$8.35K | 0.23% | 51 |
|
|
2020
Q1 | $91K | Buy |
574
+51
| +10% | +$8.39K | 0.22% | 53 |
|
|
2019
Q4 | $83K | Buy |
523
+480
| +1,116% | +$70.5K | 0.17% | 59 |
|
|
2019
Q3 | $6K | Hold |
43
| – | – | 0.01% | 88 |
|
|
2019
Q2 | $6K | Hold |
43
| – | – | 0.01% | 87 |
|
|
2019
Q1 | $5K | Hold |
43
| – | – | 0.01% | 84 |
|
|
2018
Q4 | $4K | Hold |
43
| – | – | 0.01% | 83 |
|
|
2018
Q3 | $5K | Buy |
+43
| New | +$4.66K | 0.01% | 83 |
|
|
2017
Q2 | – | Sell |
-201
| Closed | -$13K | – | 56 |
|
|
2017
Q1 | $13K | Buy |
+201
| New | +$12.9K | 0.01% | 32 |
|
Other funds holding MSFT
VCM
VPM
Clear Investment Research's MSFT Position: Q1 2026 in Review
Clear Investment Research increased its Microsoft (MSFT) stake by 5.9% in Q1 2026, buying an estimated $76.2K and bringing the position to 3,246 shares worth $1.2M. The position accounts for 1.88% of the portfolio, ranked #14.
Clear Investment Research first reported a position in MSFT in Q1 2017 and has held it in 32 quarters since. The position peaked at $2.19M in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.
- Clear Investment Research held 3,246 shares of Microsoft worth $1.2M as of Q1 2026.
- Clear Investment Research bought 182 Microsoft shares in Q1 2026, an estimated $76.2K.
- Microsoft made up 1.88% of Clear Investment Research's portfolio in Q1 2026, its #14 holding.
- Clear Investment Research first reported a position in Microsoft in Q1 2017 and has held it in 32 quarters since.
- Clear Investment Research's Microsoft position peaked at $2.19M in Q3 2025.
- 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.
Based on Clear Investment Research's 13F filing for Q1 2026, filed 4 May 2026.