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 Q2	$2.05M	Buy	5,490 +1,312	+31%	+$531K	0.47%	16
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 $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

Creative Capital Management Investments's MSFT Position: Q2 2026 in Review

Creative Capital Management Investments increased its Microsoft (MSFT) stake by 31% in Q2 2026, buying an estimated $531K and bringing the position to 5,490 shares worth $2.05M. The position accounts for 0.47% of the portfolio, ranked #16.

Creative Capital Management Investments first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Creative Capital Management Investments held 5,490 shares of Microsoft worth $2.05M as of Q2 2026.
Creative Capital Management Investments bought 1,312 Microsoft shares in Q2 2026, an estimated $531K.
Microsoft made up 0.47% of Creative Capital Management Investments's portfolio in Q2 2026, its #16 holding.
Creative Capital Management Investments first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Creative Capital Management Investments's 13F filing for Q2 2026, filed 24 Jul 2026.