MSFT — MICROSOFT CORP

Ownership history in CLARK FINANCIAL SERVICES GROUP INC /BD  ·  20 quarters on record

AI Ownership Summary

CLARK FINANCIAL SERVICES GROUP INC /BD reported MICROSOFT CORP (MSFT) in 20 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 4.85% in 2024 Q1. The latest visible filing shows MSFT at 2.48% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MSFT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CLARK FINANCIAL SERVICES GROUP INC /BD's position in MICROSOFT CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

MSFT was reported at 2.48% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.85% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MSFT stock page CLARK FINANCIAL SERVICES GROUP INC /BD fund profile CLARK FINANCIAL SERVICES GROUP INC /BD full holdings
How CLARK FINANCIAL SERVICES GROUP INC /BD held MSFT — position size vs. price
% of Fund (quarterly)    MSFT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 9,869 +2 +0.0% 2.48% $4.7M 2026-02-14 (Est.) $400.41
2025 Q3 ADDED 9,867 +173 +1.8% 2.72% $5.1M 2025-10-31 $515.67
2025 Q2 ADDED 9,694 +50 +0.5% 2.96% $4.8M 2025-08-12 $526.18
2025 Q1 ADDED 9,644 +72 +0.8% 2.51% $3.6M 2025-05-15 $450.51
2024 Q4 REDUCED 9,572 -36 -0.4% 3.09% $4.0M 2025-02-14 $404.52
2024 Q3 ADDED 9,608 +28 +0.3% 3.76% $4.1M 2024-11-14 $421.95
2024 Q2 ADDED 9,580 +17 +0.2% 4.52% $4.3M 2024-08-14 $411.30
2024 Q1 ADDED 9,563 +1,013 +11.8% 4.85% $4.0M 2024-05-14 $410.26
2023 Q4 REDUCED 8,550 -47 -0.5% 4.12% $3.2M 2024-02-15 $400.41
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MSFT

As of 2026 Q1 — sorted by position size

SANDER CAPITAL ADVISORS INC 3Y 7Y 43.08% ARMSTRONG HENRY H ASSOCIATES INC 3Y 7Y 23.7% Union Bancaire Privee, UBP SA 20.47% Ivory Union Consulting Ltd 19.17% AMIRAL GESTION 16.65% Metropolis Capital Ltd 3Y 7Y 14.72% R.H. Dinel Investment Counsel, Inc. 3Y 7Y 13.64% Constitution Capital LLC 3Y 12.89% Hoffman, Alan N Investment Management 3Y 12.03% Quintet Private Bank (Europe) S.A. 10.99%

FAQ About CLARK FINANCIAL SERVICES GROUP INC /BD and MSFT

These are the practical questions this page is built to answer before you even open the full history table.

How long has CLARK FINANCIAL SERVICES GROUP INC /BD reported owning MSFT?

CLARK FINANCIAL SERVICES GROUP INC /BD reported MSFT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MSFT position in CLARK FINANCIAL SERVICES GROUP INC /BD's portfolio?

The largest reported portfolio weight for MSFT was 4.85% in 2024 Q1.

What is the latest reported MSFT position on this page?

The most recent filing on this page is 2025 Q4, when CLARK FINANCIAL SERVICES GROUP INC /BD reported 9,869 shares, equal to 2.48% of portfolio, with an estimated market value of $4.7M.

What does the chart on this MSFT ownership page compare?

The chart compares CLARK FINANCIAL SERVICES GROUP INC /BD's quarterly MSFT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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