Clearstead Advisors’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 | $337M | Buy |
909,557
+579,893
| +176% | +$243M | 3.08% | 3 |
|
|
2025
Q4 | $159M | Buy |
329,664
+16,516
| +5% | +$8.28M | 2.01% | 6 |
|
|
2025
Q3 | $162M | Sell |
313,148
-3,276
| -1% | -$1.67M | 2.13% | 6 |
|
|
2025
Q2 | $157M | Buy |
316,424
+7,349
| +2% | +$3.19M | 2.21% | 6 |
|
|
2025
Q1 | $116M | Buy |
309,075
+7,899
| +3% | +$3.22M | 1.8% | 6 |
|
|
2024
Q4 | $127M | Sell |
301,176
-5,639
| -2% | -$2.4M | 1.93% | 6 |
|
|
2024
Q3 | $132M | Buy |
306,815
+4,524
| +1% | +$1.93M | 2.05% | 6 |
|
|
2024
Q2 | $135M | Buy |
302,291
+148,915
| +97% | +$62.9M | 2.31% | 6 |
|
|
2024
Q1 | $63.5M | Sell |
153,376
-315
| -0.2% | -$128K | 3.14% | 5 |
|
|
2023
Q4 | $57.8M | Sell |
153,691
-175,126
| -53% | -$62.3M | 3.07% | 5 |
|
|
2023
Q3 | $104M | Buy |
328,817
+178,153
| +118% | +$58.9M | 3.01% | 5 |
|
|
2023
Q2 | $51.3M | Buy |
150,664
+218
| +0.1% | +$68.3K | 3.11% | 5 |
|
|
2023
Q1 | $43.4M | Buy |
150,446
+3,533
| +2% | +$901K | 3.16% | 4 |
|
|
2022
Q4 | $35.2M | Buy |
146,913
+5,161
| +4% | +$1.24M | 2.76% | 5 |
|
|
2022
Q3 | $33M | Sell |
141,752
-15,933
| -10% | -$4.21M | 3.04% | 4 |
|
|
2022
Q2 | $40.5M | Buy |
157,685
+3,171
| +2% | +$861K | 3.16% | 4 |
|
|
2022
Q1 | $47.6M | Buy |
154,514
+9,152
| +6% | +$2.75M | 3.23% | 5 |
|
|
2021
Q4 | $48.9M | Buy |
145,362
+2,648
| +2% | +$859K | 3.32% | 6 |
|
|
2021
Q3 | $40.2M | Sell |
142,714
-8,302
| -5% | -$2.42M | 3% | 6 |
|
|
2021
Q2 | $40.9M | Buy |
151,016
+1,855
| +1% | +$472K | 3.15% | 5 |
|
|
2021
Q1 | $35.2M | Buy |
149,161
+2,818
| +2% | +$654K | 2.93% | 6 |
|
|
2020
Q4 | $32.5M | Buy |
146,343
+10,974
| +8% | +$2.36M | 2.96% | 6 |
|
|
2020
Q3 | $28.5M | Sell |
135,369
-754
| -0.6% | -$158K | 3.05% | 6 |
|
|
2020
Q2 | $27.7M | Buy |
136,123
+8,791
| +7% | +$1.6M | 3.2% | 6 |
|
|
2020
Q1 | $20.1M | Sell |
127,332
-2,184
| -2% | -$359K | 2.92% | 6 |
|
|
2019
Q4 | $20.4M | Sell |
129,516
-8,769
| -6% | -$1.29M | 2.48% | 10 |
|
|
2019
Q3 | $19.2M | Sell |
138,285
-3,194
| -2% | -$439K | 2.57% | 9 |
|
|
2019
Q2 | $19M | Buy |
141,479
+4,795
| +4% | +$609K | 2.52% | 8 |
|
|
2019
Q1 | $16.1M | Sell |
136,684
-2,516
| -2% | -$275K | 2.22% | 10 |
|
|
2018
Q4 | $14.1M | Buy |
139,200
+6,470
| +5% | +$693K | 2.2% | 9 |
|
|
2018
Q3 | $15.2M | Buy |
132,730
+2,344
| +2% | +$254K | 2.08% | 14 |
|
|
2018
Q2 | $12.9M | Sell |
130,386
-627
| -0.5% | -$60.8K | 1.83% | 13 |
|
|
2018
Q1 | $12M | Sell |
131,013
-7,457
| -5% | -$682K | 1.73% | 14 |
|
|
2017
Q4 | $11.8M | Sell |
138,470
-10,647
| -7% | -$873K | 1.61% | 14 |
|
|
2017
Q3 | $11.1M | Buy |
149,117
+8,327
| +6% | +$608K | 1.45% | 14 |
|
|
2017
Q2 | $9.71M | Buy |
140,790
+964
| +0.7% | +$66.2K | 1.42% | 14 |
|
|
2017
Q1 | $9.21M | Buy |
139,826
+9,453
| +7% | +$606K | 1.34% | 14 |
|
|
2016
Q4 | $8.1M | Buy |
+130,373
| New | +$7.84M | 1.31% | 12 |
|
Other funds holding MSFT
VCM
VPM
Clearstead Advisors's MSFT Position: Q1 2026 in Review
Clearstead Advisors increased its Microsoft (MSFT) stake by 176% in Q1 2026, buying an estimated $243M and bringing the position to 909,557 shares worth $337M. The position accounts for 3.08% of the portfolio, ranked #3.
Clearstead Advisors first reported a position in MSFT in Q4 2016 and has held it in 38 quarters since. 6,182 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.
- Clearstead Advisors held 909,557 shares of Microsoft worth $337M as of Q1 2026.
- Clearstead Advisors bought 579,893 Microsoft shares in Q1 2026, an estimated $243M.
- Microsoft made up 3.08% of Clearstead Advisors's portfolio in Q1 2026, its #3 holding.
- Clearstead Advisors first reported a position in Microsoft in Q4 2016 and has held it in 38 quarters since.
- 6,182 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.
Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.