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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Client First Investment Management's MSFT Position: Q2 2026 in Review

Client First Investment Management reduced its Microsoft (MSFT) stake by 14% in Q2 2026, selling an estimated $223K and leaving 3,445 shares worth $1.29M. The position accounts for 0.54% of the portfolio, ranked #19.

Client First Investment Management first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.28M in Q3 2025. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Client First Investment Management held 3,445 shares of Microsoft worth $1.29M as of Q2 2026.
Client First Investment Management sold 550 Microsoft shares in Q2 2026, an estimated $223K.
Microsoft made up 0.54% of Client First Investment Management's portfolio in Q2 2026, its #19 holding.
Client First Investment Management first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
Client First Investment Management's Microsoft position peaked at $2.28M in Q3 2025.
6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Client First Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.