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Schear Investment Advisers’s Microsoft MSFT Stock Holding History

Schear Investment Advisers’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 		$7.15M Buy
19,313
+3,607
+23% +$1.51M 3.15% 8
2025
Q4 		$7.6M Buy
15,706
+576
+4% +$289K 3.27% 8
2025
Q3 		$7.84M Buy
15,130
+195
+1% +$99.5K 3.49% 5
2025
Q2 		$7.43M Sell
14,935
-253
-2% -$110K 3.68% 4
2025
Q1 		$5.7M Buy
15,188
+57
+0.4% +$23.2K 3.28% 7
2024
Q4 		$6.38M Buy
15,131
+1,262
+9% +$538K 3.4% 8
2024
Q3 		$5.97M Buy
13,869
+1,209
+10% +$517K 3.69% 5
2024
Q2 		$5.66M Buy
12,660
+807
+7% +$341K 4.09% 4
2024
Q1 		$4.99M Buy
11,853
+625
+6% +$253K 4% 5
2023
Q4 		$4.22M Buy
11,228
+76
+0.7% +$27.1K 4.07% 5
2023
Q3 		$3.52M Sell
11,152
-264
-2% -$87.2K 3.8% 5
2023
Q2 		$3.89M Buy
11,416
+593
+5% +$186K 4.11% 4
2023
Q1 		$3.12M Buy
10,823
+299
+3% +$76.3K 3.73% 3
2022
Q4 		$2.52M Buy
+10,524
New +$2.53M 3.11% 5

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

Schear Investment Advisers's MSFT Position: Q1 2026 in Review

Schear Investment Advisers increased its Microsoft (MSFT) stake by 23% in Q1 2026, buying an estimated $1.51M and bringing the position to 19,313 shares worth $7.15M. The position accounts for 3.15% of the portfolio, ranked #8.

Schear Investment Advisers first reported a position in MSFT in Q4 2022 and has held it in 14 quarters since. The position peaked at $7.84M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Schear Investment Advisers held 19,313 shares of Microsoft worth $7.15M as of Q1 2026.
  • Schear Investment Advisers bought 3,607 Microsoft shares in Q1 2026, an estimated $1.51M.
  • Microsoft made up 3.15% of Schear Investment Advisers's portfolio in Q1 2026, its #8 holding.
  • Schear Investment Advisers first reported a position in Microsoft in Q4 2022 and has held it in 14 quarters since.
  • Schear Investment Advisers's Microsoft position peaked at $7.84M in Q3 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Schear Investment Advisers's 13F filing for Q1 2026, filed 28 Apr 2026.