SEC 13F Intelligence

Clifford Swan Investment Counsel LLC / MSFT

Clifford Swan Investment Counsel LLC’s Microsoft Corp Position

Does Clifford Swan Investment Counsel LLC own Microsoft Corp (MSFT)? Yes — 300.3K shares worth $111M (+3.78% of its 13F portfolio) as of Q1 2026, down from 303.1K shares the prior filed quarter.

Position Value
$111M
Q1 2026
Shares
300.3K
% of Portfolio
+3.78%
Quarters Held
30
currently held

Position History MSFT

Reported value by quarter
Q4 ’18: $42MQ4 ’18Q1 ’19: $49MQ2 ’19: $55MQ3 ’19: $56MQ4 ’19: $63MQ4 ’19Q1 ’20: $62MQ2 ’20: $79MQ3 ’20: $79MQ4 ’20: $81MQ4 ’20Q1 ’21: $85MQ2 ’21: $101MQ3 ’21: $116MQ4 ’21: $116MQ4 ’21Q1 ’22: $105MQ2 ’22: $88MQ3 ’22: $79MQ4 ’22: $78MQ4 ’22Q1 ’23: $97MQ2 ’23: $113MQ3 ’23: $104MQ4 ’23: $123MQ4 ’23Q1 ’24: $131MQ2 ’24: $139MQ3 ’24: $132MQ4 ’24: $127MQ4 ’24Q1 ’25: $115MQ2 ’25: $153MQ3 ’25: $159MQ4 ’25: $147MQ4 ’25Q1 ’26: $111Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026300.3K$111M+3.78%
Q4 2025303.1K$147M+4.86%
Q3 2025307.9K$159M+5.31%
Q2 2025306.7K$153M+5.38%
Q1 2025306.5K$115M+4.26%
Q4 2024302.0K$127M+4.58%
Q3 2024307.2K$132M+4.69%
Q2 2024309.9K$139M+5.18%
Q1 2024312.2K$131M+4.88%
Q4 2023326.5K$123M+4.78%
Q3 2023328.1K$104M+4.35%
Q2 2023331.9K$113M+4.56%
Q1 2023337.8K$97M+4.07%
Q4 2022326.7K$78M+3.41%
Q3 2022337.8K$79M+3.69%
Q2 2022341.7K$88M+3.80%
Q1 2022340.6K$105M+3.89%
Q4 2021344.1K$116M+4.05%
Q3 2021351.3K$116M+4.24%
Q2 2021352.9K$101M+3.84%
Q1 2021360.6K$85M+3.50%
Q4 2020364.0K$81M+3.53%
Q3 2020375.9K$79M+3.79%
Q2 2020387.6K$79M+4.06%
Q1 2020395.8K$62M+3.79%
Q4 2019401.2K$63M+3.06%
Q3 2019403.8K$56M+2.91%
Q2 2019407.2K$55M+2.87%
Q1 2019415.0K$49M+2.63%
Q4 2018411.0K$42M+2.53%

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