MSFT Microsoft Corp

Ownership history in Clean Yield Group  ·  58 quarters on record

This page tracks every 13F SEC filing in which Clean Yield Group reported a position in Microsoft Corp (MSFT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.15% (2023 Q4)
Avg. % of fund
1.2%
First filed
2011 Q2
Last filed
2025 Q4
Quarters held
58
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 12,785 -176 -1.4% 1.72% $6.2M $482.52
2025 Q3 REDUCED 12,961 -53 -0.4% 1.90% $6.7M $515.81
2025 Q2 REDUCED 13,014 -180 -1.4% 1.94% $6.5M $494.54
2025 Q1 REDUCED 13,194 -376 -2.8% 1.61% $5.0M $372.54
2024 Q4 ADDED 13,570 +450 +3.4% 1.82% $5.7M $417.46
2024 Q3 ADDED 13,120 +275 +2.1% 1.79% $5.6M $425.32
2024 Q2 REDUCED 12,845 -155 -1.2% 2.14% $5.7M $440.99
2024 Q1 REDUCED 13,000 -570 -4.2% 2.13% $5.5M $414.36
2023 Q4 REDUCED 13,570 -207 -1.5% 2.15% $5.1M $369.67
2023 Q3 ADDED 13,777 +212 +1.6% 2.03% $4.6M $309.77
48 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MSFT price (monthly, adj. close)
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