Clear Street’s Microsoft MSFT Stock Holding History

Clear Street’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 Q1	$1.05B	Hold	2,826,000	–	–	4.25%	4
2025 Q4	$1.37B	Hold	2,826,000	–	–	5.08%	3
2025 Q3	$1.46B	Hold	2,826,000	–	–	4.99%	4
2025 Q2	$1.41B	Sell	2,826,000 -940,500	-25%	-$408M	5.61%	4
2025 Q1	$1.41B	Buy	3,766,500 +1,370,000	+57%	+$559M	12.46%	1
2024 Q4	$1.01B	Buy	2,396,500 +360,000	+18%	+$153M	10.1%	2
2024 Q3	$876M	Sell	2,036,500 -1,225,000	-38%	-$524M	9.95%	2
2024 Q2	$1.46B	Buy	3,261,500 +285,000	+10%	+$120M	13.74%	1
2024 Q1	$1.25B	Buy	2,976,500 +2,726,500	+1,091%	+$1.1B	17.88%	1
2023 Q4	$94M	Hold	250,000	–	–	2.31%	6
2023 Q3	$78.9M	Buy	250,000 +3,700	+2%	+$1.22M	1.38%	11
2023 Q2	$83.9M	Buy	+246,300	New	+$77.2M	0.82%	24
2023 Q1	–	Sell	-80,000	Closed	-$19.2M	–	1234
2022 Q4	$19.2M	Buy	+80,000	New	+$19.2M	0.24%	43

Other funds holding MSFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Clear Street's MSFT Position: Q1 2026 in Review

Clear Street increased its Microsoft (MSFT) stake by 0.95% in Q1 2026, buying an estimated $11.3M and bringing the position to 2,874,170 shares worth $1.07B. The position accounts for 4.33% of the portfolio, ranked #3.

Clear Street first reported a position in MSFT in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.47B in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Clear Street held 2,874,170 shares of Microsoft worth $1.07B as of Q1 2026.
Clear Street bought 27,015 Microsoft shares in Q1 2026, an estimated $11.3M.
Microsoft made up 4.33% of Clear Street's portfolio in Q1 2026, its #3 holding.
Clear Street first reported a position in Microsoft in Q2 2023 and has held it in 12 quarters since.
Clear Street's Microsoft position peaked at $1.47B in Q3 2025.
6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Clear Street's 13F filing for Q1 2026, filed 15 May 2026.