First Financial Bankshares’s Microsoft MSFT Stock Holding History

First Financial Bankshares’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 Q1	$257M	Buy	694,837 +63,236	+10%	+$26.5M	5.19%	1
2025 Q4	$305M	Buy	631,601 +2,225	+0.4%	+$1.11M	6.15%	1
2025 Q3	$326M	Sell	629,376 -623	-0.1%	-$318K	6.7%	1
2025 Q2	$313M	Buy	629,999 +3,178	+0.5%	+$1.38M	7.02%	1
2025 Q1	$235M	Buy	626,821 +102,971	+20%	+$42M	5.08%	2
2024 Q4	$221M	Buy	523,850 +16,172	+3%	+$6.89M	4.78%	2
2024 Q3	$218M	Sell	507,678 -32,890	-6%	-$14.1M	4.6%	2
2024 Q2	$242M	Buy	540,568 +18,118	+3%	+$7.65M	5.54%	2
2024 Q1	$220M	Sell	522,450 -39,003	-7%	-$15.8M	4.95%	2
2023 Q4	$211M	Buy	+561,453	New	+$200M	5.07%	2

Other funds holding MSFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Financial Bankshares's MSFT Position: Q1 2026 in Review

First Financial Bankshares increased its Microsoft (MSFT) stake by 10% in Q1 2026, buying an estimated $26.5M and bringing the position to 694,837 shares worth $257M. The position accounts for 5.19% of the portfolio, ranked #1.

First Financial Bankshares first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $326M in Q3 2025. 6,182 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

First Financial Bankshares held 694,837 shares of Microsoft worth $257M as of Q1 2026.
First Financial Bankshares bought 63,236 Microsoft shares in Q1 2026, an estimated $26.5M.
Microsoft made up 5.19% of First Financial Bankshares's portfolio in Q1 2026, its #1 holding.
First Financial Bankshares first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
First Financial Bankshares's Microsoft position peaked at $326M in Q3 2025.
6,182 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on First Financial Bankshares's 13F filing for Q1 2026, filed 11 May 2026.