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 Q2	$269M	Buy	722,473 +27,636	+4%	+$11.2M	5.04%	1
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Financial Bankshares's MSFT Position: Q2 2026 in Review

First Financial Bankshares increased its Microsoft (MSFT) stake by 4% in Q2 2026, buying an estimated $11.2M and bringing the position to 722,473 shares worth $269M. The position accounts for 5.04% of the portfolio, ranked #1.

First Financial Bankshares first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $326M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

First Financial Bankshares held 722,473 shares of Microsoft worth $269M as of Q2 2026.
First Financial Bankshares bought 27,636 Microsoft shares in Q2 2026, an estimated $11.2M.
Microsoft made up 5.04% of First Financial Bankshares's portfolio in Q2 2026, its #1 holding.
First Financial Bankshares first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
First Financial Bankshares's Microsoft position peaked at $326M in Q3 2025.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on First Financial Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.