SEC 13F Intelligence

Charles Schwab Investment Management Inc / MSFT

Charles Schwab Investment Management Inc’s Microsoft Corp Position

Does Charles Schwab Investment Management Inc own Microsoft Corp (MSFT)? Yes — 52.52M shares worth $19.4B (+2.97% of its 13F portfolio) as of Q1 2026, up from 50.93M shares the prior filed quarter.

Position Value
$19.4B
Q1 2026
Shares
52.52M
% of Portfolio
+2.97%
Quarters Held
30
currently held

Position History MSFT

Reported value by quarter
Q4 ’18: $3.2BQ4 ’18Q1 ’19: $4.0BQ2 ’19: $4.6BQ3 ’19: $4.9BQ4 ’19: $5.6BQ4 ’19Q1 ’20: $6.1BQ2 ’20: $7.8BQ3 ’20: $8.1BQ4 ’20: $8.6BQ4 ’20Q1 ’21: $8.9BQ2 ’21: $10.4BQ3 ’21: $10.8BQ4 ’21: $13.1BQ4 ’21Q1 ’22: $12.3BQ2 ’22: $10.3BQ3 ’22: $9.5BQ4 ’22: $10.0BQ4 ’22Q1 ’23: $12.4BQ2 ’23: $14.7BQ3 ’23: $13.7BQ4 ’23: $16.7BQ4 ’23Q1 ’24: $19.0BQ2 ’24: $20.8BQ3 ’24: $20.3BQ4 ’24: $20.7BQ4 ’24Q1 ’25: $18.5BQ2 ’25: $25.3BQ3 ’25: $26.3BQ4 ’25: $24.6BQ4 ’25Q1 ’26: $19.4Bfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202652.52M$19.4B+2.97%
Q4 202550.93M$24.6B+3.83%
Q3 202550.78M$26.3B+4.20%
Q2 202550.77M$25.3B+4.37%
Q1 202549.23M$18.5B+3.46%
Q4 202449.05M$20.7B+3.81%
Q3 202447.23M$20.3B+3.88%
Q2 202446.58M$20.8B+3.97%
Q1 202445.40M$19.0B+4.40%
Q4 202344.42M$16.7B+4.23%
Q3 202343.43M$13.7B+3.92%
Q2 202343.16M$14.7B+4.19%
Q1 202343.08M$12.4B+3.76%
Q4 202242.01M$10.0B+3.24%
Q3 202240.74M$9.5B+3.40%
Q2 202240.24M$10.3B+3.60%
Q1 202239.86M$12.3B+3.69%
Q4 202139.10M$13.1B+3.88%
Q3 202138.44M$10.8B+3.54%
Q2 202138.34M$10.4B+3.45%
Q1 202137.79M$8.9B+3.26%
Q4 202038.45M$8.6B+3.39%
Q3 202038.71M$8.1B+3.74%
Q2 202038.51M$7.8B+3.84%
Q1 202038.55M$6.1B+3.57%
Q4 201935.47M$5.6B+3.01%
Q3 201935.04M$4.9B+2.87%
Q2 201934.37M$4.6B+2.80%
Q1 201933.59M$4.0B+2.54%
Q4 201831.53M$3.2B+2.45%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Charles Schwab Investment Management Inc’s full portfolio or all institutional holders of MSFT.