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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
Q2 		$7.2M Sell
19,290
-23
-0.1% -$9.31K 2.41% 11
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Schear Investment Advisers's MSFT Position: Q2 2026 in Review

Schear Investment Advisers reduced its Microsoft (MSFT) stake by 0.12% in Q2 2026, selling an estimated $9.31K and leaving 19,290 shares worth $7.2M. The position accounts for 2.41% of the portfolio, ranked #11.

Schear Investment Advisers first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.84M in Q3 2025. 6,232 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Schear Investment Advisers held 19,290 shares of Microsoft worth $7.2M as of Q2 2026.
  • Schear Investment Advisers sold 23 Microsoft shares in Q2 2026, an estimated $9.31K.
  • Microsoft made up 2.41% of Schear Investment Advisers's portfolio in Q2 2026, its #11 holding.
  • Schear Investment Advisers first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • Schear Investment Advisers's Microsoft position peaked at $7.84M in Q3 2025.
  • 6,232 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Schear Investment Advisers's 13F filing for Q2 2026, filed 27 Jul 2026.