Creative Capital Management Investments’s Microsoft MSFT Stock Holding History

Creative Capital Management Investments’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	$1.55M	Buy	4,178 +339	+9%	+$142K	0.44%	15
2025 Q4	$1.86M	Sell	3,839 -67	-2%	-$33.6K	0.56%	12
2025 Q3	$2.02M	Sell	3,906 -7	-0.2%	-$3.57K	0.65%	11
2025 Q2	$1.95M	Buy	3,913 +2	+0.1%	+$869	0.7%	12
2025 Q1	$1.47M	Buy	3,911 +18	+0.5%	+$7.34K	0.57%	14
2024 Q4	$1.64M	Buy	3,893 +424	+12%	+$181K	0.69%	12
2024 Q3	$1.49M	Sell	3,469 -1	-0%	-$427	0.62%	13
2024 Q2	$1.55M	Sell	3,470 -9	-0.3%	-$3.8K	0.75%	12
2024 Q1	$1.46M	Sell	3,479 -24	-0.7%	-$9.72K	0.76%	11
2023 Q4	$1.32M	Hold	3,503	–	–	0.76%	12
2023 Q3	$1.11M	Sell	3,503 -28	-0.8%	-$9.25K	0.76%	13
2023 Q2	$1.2M	Sell	3,531 -450	-11%	-$141K	0.87%	14
2023 Q1	$1.14M	Buy	3,981 +494	+14%	+$126K	0.84%	15
2022 Q4	$836K	Buy	+3,487	New	+$837K	0.73%	17

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

Creative Capital Management Investments's MSFT Position: Q1 2026 in Review

Creative Capital Management Investments increased its Microsoft (MSFT) stake by 8.8% in Q1 2026, buying an estimated $142K and bringing the position to 4,178 shares worth $1.55M. The position accounts for 0.44% of the portfolio, ranked #15.

Creative Capital Management Investments first reported a position in MSFT in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.02M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Creative Capital Management Investments held 4,178 shares of Microsoft worth $1.55M as of Q1 2026.
Creative Capital Management Investments bought 339 Microsoft shares in Q1 2026, an estimated $142K.
Microsoft made up 0.44% of Creative Capital Management Investments's portfolio in Q1 2026, its #15 holding.
Creative Capital Management Investments first reported a position in Microsoft in Q4 2022 and has held it in 14 quarters since.
Creative Capital Management Investments's Microsoft position peaked at $2.02M in Q3 2025.
6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Creative Capital Management Investments's 13F filing for Q1 2026, filed 21 Apr 2026.