Microsoft Corporation
MX ˙ BMV ˙ US5949181045
SecurityMX:MSFT / Microsoft Corporation
InstitutionClarus Wealth Advisors
Latest Disclosed Ownership6,885 shares
Latest Disclosed Value $ 2,563,272
Clarus Wealth Advisors reports 14.01% increase in ownership of MSFT / Microsoft Corporation

On April 8, 2026 - Clarus Wealth Advisors filed a 13F-HR form disclosing ownership of 6,885 shares of Microsoft Corporation (MX:MSFT) valued at $2,563,272 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 6,039 shares of Microsoft Corporation. This represents a change in shares of 14.01% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-08 2026-03-31 13F MICROSOFT COM 594918104 6,885 846 14.01 2,563 -9.82 1.0928
2026-01-14 2025-12-31 13F MICROSOFT COM 594918104 6,039 527 9.56 2,842 -0.32 1.1782
2025-10-06 2025-09-30 13F MICROSOFT COM 594918104 5,512 689 14.29 2,852 19.04 1.2617
2025-07-09 2025-06-30 13F MICROSOFT COM 594918104 4,823 458 10.49 2,395 40.55 1.1078
2025-04-10 2025-03-31 13F MICROSOFT COM 594918104 4,365 717 19.65 1,705 12.03 0.9113
2025-01-14 2024-12-31 13F MICROSOFT COM 594918104 3,648 222 6.48 1,522 8.41 0.7577
2024-10-08 2024-09-30 13F MICROSOFT COM 594918104 3,426 99 2.98 1,403 -9.54 0.7147
2024-07-11 2024-06-30 13F MICROSOFT COM 594918104 3,327 1 0.03 1,551 10.23 0.8243
2024-04-11 2024-03-31 13F MICROSOFT COM 594918104 3,326 -72 -2.12 1,408 5.16 0.7972
2024-01-22 2023-12-31 13F MICROSOFT COM 594918104 3,398 -128 -3.63 1,338 12.53 0.7918
2023-07-10 2023-06-30 13F MICROSOFT COM 594918104 3,526 -361 -9.29 1,189 4.94 0.7224
2023-04-10 2023-03-31 13F MICROSOFT COM 594918104 3,887 -1,185 -23.36 1,133 -2.33 0.7132
2023-01-12 2022-12-31 13F MICROSOFT COM 594918104 5,072 382 8.14 1,161 7.91 0.7610
2022-10-11 2022-09-30 13F MICROSOFT COM 594918104 4,690 73 1.58 1,075 -11.96 0.7672
2022-07-13 2022-06-30 13F MICROSOFT COM 594918104 4,617 654 16.50 1,221 7.96 0.8598
2022-04-12 2022-03-31 13F MICROSOFT COM 594918104 3,963 597 17.74 1,131 5.60 0.7036
2022-01-13 2021-12-31 13F MICROSOFT COM 594918104 3,366 -163 -4.62 1,071 5.10 0.6162
2021-10-06 2021-09-30 13F MICROSOFT COM 594918104 3,529 -3 -0.08 1,019 4.09 0.6268
2021-07-13 2021-06-30 13F MICROSOFT COM 594918104 3,532 -10 -0.28 979 8.06 0.6130
2021-04-12 2021-03-31 13F MICROSOFT COM 594918104 3,542 -772 -17.90 906 -3.41 0.5675
2021-01-12 2020-12-31 13F MICROSOFT COM 594918104 4,314 -1,572 -26.71 938 -22.61 0.6235
2020-10-08 2020-09-30 13F MICROSOFT COM 594918104 5,886 138 2.40 1,212 1.25 0.9391
2020-07-09 2020-06-30 13F MICROSOFT COM 594918104 5,748 -4,529 -44.07 1,197 -24.29 1.0082
2020-04-08 2020-03-31 13F MICROSOFT COM 594918104 10,277 -495 -4.60 1,581 -9.45 1.5800
2020-01-10 2019-12-31 13F/A-1 MICROSOFT COM 594918104 10,772 -481 -4.27 1,746 11.64 1.1536
2020-01-10 2019-12-31 13F MICROSOFT COM 594918104 11,253 0 1,564 1,143,124.4427
2019-10-11 2019-09-30 13F MICROSOFT COM 594918104 11,253 3,174 39.29 1,564 44.55 1.1431
2019-07-24 2019-06-30 13F MICROSOFT COM 594918104 8,079 373 4.84 1,082 19.03 0.7821
2019-04-04 2019-03-31 13F MICROSOFT COM 594918104 7,706 -1,708 -18.14 909 -4.92 0.6797
2019-02-05 2018-12-31 13F/A-3 MICROSOFT COM 594918104 9,414 -222 -2.30 956 -13.25 1.5030
2019-01-08 2018-12-31 13F/A-1 MICROSOFT COM 594918104 9,636 222 1,102 0.7195
2019-01-07 2018-12-31 13F MICROSOFT COM 594918104 9,414 -222 956
2018-10-03 2018-09-30 13F MICROSOFT COM 594918104 9,636 63 0.66 1,102 26.09 0.7194
2018-07-05 2018-06-30 13F MICROSOFT COM 594918104 9,573 0 0.00 874 0.00 0.6609
2018-05-11 2018-03-31 13F MICROSOFT COM 594918104 9,573 -925 -8.81 874 -2.67 0.8068
2018-02-05 2017-12-31 13F MICROSOFT COM 594918104 10,498 10,498 898 0.8642
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.