Client First Investment Management’s Microsoft MSFT Stock Holding History

Client First Investment Management’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 Q3	$1.77M	Hold	3,445	–	–	0.84%	18
2026 Q2	$1.29M	Sell	3,445 -550	-14%	-$223K	0.54%	19
2026 Q1	$1.48M	Hold	3,995	–	–	0.77%	12
2025 Q4	$1.93M	Sell	3,995 -405	-9%	-$203K	1.01%	10
2025 Q3	$2.28M	Hold	4,400	–	–	1.16%	13
2025 Q2	$2.19M	Hold	4,400	–	–	1.34%	11
2025 Q1	$1.65M	Hold	4,400	–	–	1.12%	8
2024 Q4	$1.85M	Hold	4,400	–	–	1.19%	11
2024 Q3	$1.89M	Hold	4,400	–	–	1.45%	9
2024 Q2	$1.97M	Hold	4,400	–	–	1.53%	9
2024 Q1	$1.85M	Hold	4,400	–	–	1.47%	10
2023 Q4	$1.65M	Buy	+4,400	New	+$1.57M	1.61%	11

Other funds holding MSFT

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

Client First Investment Management's MSFT Position: Q3 2026 in Review

Client First Investment Management held its Microsoft (MSFT) position steady in Q3 2026 at 3,445 shares worth $1.77M. The position accounts for 0.84% of the portfolio, ranked #18.

Client First Investment Management first reported a position in MSFT in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.28M in Q3 2025. 604 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

Client First Investment Management held 3,445 shares of Microsoft worth $1.77M as of Q3 2026.
Client First Investment Management left its Microsoft share count unchanged in Q3 2026.
Microsoft made up 0.84% of Client First Investment Management's portfolio in Q3 2026, its #18 holding.
Client First Investment Management first reported a position in Microsoft in Q4 2023 and has held it in 12 quarters since.
Client First Investment Management's Microsoft position peaked at $2.28M in Q3 2025.
604 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Client First Investment Management's 13F filing for Q3 2026, filed 9 Oct 2026.