Clark & Stuart, Inc MSFT — MICROSOFT CORP

Ownership history in Clark & Stuart, Inc  ·  6 quarters on record

AI Ownership Summary

Clark & Stuart, Inc reported MICROSOFT CORP (MSFT) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 1.14% in 2025 Q2. The latest visible filing shows MSFT at 0.76% 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.

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 & Stuart, Inc'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
2026 Q1

MSFT was reported at 0.76% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.14% in 2025 Q2

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

Time in book
Holding Window
2024 Q4 to 2026 Q1

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 & Stuart, Inc fund profile Clark & Stuart, Inc full holdings
How Clark & Stuart, Inc 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 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 3,056 +4 +0.1% 0.76% $1.1M 2026-04-13 $384.37
2025 Q4 UNCHANGED — — — 3,052 — 0% 1.02% $1.5M 2026-01-07 $482.37
2025 Q3 UNCHANGED — — — 3,052 — 0% 1.13% $1.6M 2025-10-15 $511.30
2025 Q2 ADDED — — — 3,052 +307 +11.2% 1.14% $1.5M 2025-07-23 $502.95
2025 Q1 UNCHANGED — — — 2,745 — 0% 0.75% $1.0M 2025-04-21 $356.39
2024 Q4 INITIATED — — — 2,745 — — 0.85% $1.2M 2025-01-13 $413.19

🏢 Other funds also holding MSFT

As of 2026 Q1 — sorted by position size

SANDER CAPITAL ADVISORS INC 3Y 7Y 43.08% BELLEVUE ASSET MANAGEMENT, LLC 3Y 24.19% 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%

FAQ About Clark & Stuart, Inc 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 & Stuart, Inc reported owning MSFT?

Clark & Stuart, Inc reported MSFT across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported MSFT position in Clark & Stuart, Inc's portfolio?

The largest reported portfolio weight for MSFT was 1.14% in 2025 Q2.

What is the latest reported MSFT position on this page?

The most recent filing on this page is 2026 Q1, when Clark & Stuart, Inc reported 3,056 shares, equal to 0.76% of portfolio, with an estimated market value of $1.1M.

What does the chart on this MSFT ownership page compare?

The chart compares Clark & Stuart, Inc'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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