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Schear Investment Advisers, LLC → MSFT

Schear Investment Advisers, LLC MSFT Position History

Microsoft Corporation • Technology

Quarters held
5
Latest value
$15.5M
Q3 2026
Peak value
$15.5M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$7.8M
Q4 2025$7.6M
Q1 2026$7.1M
Q2 2026$7.2M
Q3 2026$15.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$15.5M30.3K——
Q2 2026$7.2M19.3K——
Q1 2026$7.1M19.3K——
Q4 2025$7.6M15.7K——
Q3 2025$7.8M15.1K——

Other funds holding MSFT

Other Schear Investment Advisers, LLC positions

SPCX

SPACE EXPLORATION TECHN CORP

$115.5M
PH

PARKER-HANNIFIN CORP

$72.9M
PGR

PROGRESSIVE CORP

$37.8M
MU

MICRON TECHNOLOGY INC

$33.1M
SPY

STATE STR SPDR S&P 500 ETF T

$23.5M
AAPL

APPLE INC

$23M
STT-PG

SPDR SERIES TRUST

$22.6M
NVDA

NVIDIA CORPORATION

$21.9M