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Crews Bank & Trust’s Microsoft MSFT Stock Holding History

Crews Bank & Trust’s Portfolio MSFT Stock Details MSFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.8M Sell
29,080
-78
-0.3% -$31.6K 1.42% 15
2026
Q1 		$10.8M Sell
29,158
-452
-2% -$189K 1.56% 14
2025
Q4 		$14.3M Sell
29,610
-738
-2% -$370K 2.05% 13
2025
Q3 		$15.7M Sell
30,348
-404
-1% -$206K 2.3% 11
2025
Q2 		$15.3M Sell
30,752
-273
-0.9% -$119K 2.41% 12
2025
Q1 		$11.6M Sell
31,025
-275
-0.9% -$112K 1.99% 13
2024
Q4 		$13.2M Buy
+31,300
New +$13.3M 2.22% 13

Other funds holding MSFT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Crews Bank & Trust's MSFT Position: Q2 2026 in Review

Crews Bank & Trust reduced its Microsoft (MSFT) stake by 0.27% in Q2 2026, selling an estimated $31.6K and leaving 29,080 shares worth $10.8M. The position accounts for 1.42% of the portfolio, ranked #15.

Crews Bank & Trust first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $15.7M in Q3 2025. 1,139 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Crews Bank & Trust held 29,080 shares of Microsoft worth $10.8M as of Q2 2026.
  • Crews Bank & Trust sold 78 Microsoft shares in Q2 2026, an estimated $31.6K.
  • Microsoft made up 1.42% of Crews Bank & Trust's portfolio in Q2 2026, its #15 holding.
  • Crews Bank & Trust first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Crews Bank & Trust's Microsoft position peaked at $15.7M in Q3 2025.
  • 1,139 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.