CG
MSFT icon

Clifford Group’s Microsoft MSFT Stock Holding History

Clifford Group’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 		$2.32M Buy
6,271
+769
+14% +$322K 1.79% 12
2025
Q4 		$2.66M Sell
5,502
-87
-2% -$43.6K 2.06% 9
2025
Q3 		$2.89M Sell
5,589
-429
-7% -$219K 2.25% 9
2025
Q2 		$2.99M Sell
6,018
-23
-0.4% -$9.99K 2.46% 8
2025
Q1 		$2.27M Sell
6,041
-163
-3% -$66.5K 2.12% 9
2024
Q4 		$2.61M Buy
6,204
+44
+0.7% +$18.7K 1.99% 11
2024
Q3 		$2.65M Buy
6,160
+16
+0.3% +$6.84K 2.06% 8
2024
Q2 		$2.75M Sell
6,144
-18
-0.3% -$7.6K 2.22% 8
2024
Q1 		$2.59M Buy
6,162
+8
+0.1% +$3.24K 2.14% 8
2023
Q4 		$2.31M Buy
6,154
+29
+0.5% +$10.3K 2.14% 8
2023
Q3 		$1.93M Buy
6,125
+47
+0.8% +$15.5K 2.1% 8
2023
Q2 		$2.07M Buy
6,078
+580
+11% +$182K 2.22% 8
2023
Q1 		$1.58M Buy
5,498
+105
+2% +$26.8K 1.92% 11
2022
Q4 		$1.29M Buy
+5,393
New +$1.29M 1.62% 13

Other funds holding MSFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Clifford Group's MSFT Position: Q1 2026 in Review

Clifford Group increased its Microsoft (MSFT) stake by 14% in Q1 2026, buying an estimated $322K and bringing the position to 6,271 shares worth $2.32M. The position accounts for 1.79% of the portfolio, ranked #12.

Clifford Group first reported a position in MSFT in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.99M in Q2 2025. 6,180 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Clifford Group held 6,271 shares of Microsoft worth $2.32M as of Q1 2026.
  • Clifford Group bought 769 Microsoft shares in Q1 2026, an estimated $322K.
  • Microsoft made up 1.79% of Clifford Group's portfolio in Q1 2026, its #12 holding.
  • Clifford Group first reported a position in Microsoft in Q4 2022 and has held it in 14 quarters since.
  • Clifford Group's Microsoft position peaked at $2.99M in Q2 2025.
  • 6,180 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Clifford Group's 13F filing for Q1 2026, filed 15 May 2026.