First National Advisers’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$30M Sell
58,557
-1,629
-3% -$753K 4.08% 4
2026
Q2
$22.5M Sell
60,186
-12,074
-17% -$4.89M 3.15% 5
2026
Q1
$26.7M Sell
72,260
-7,976
-10% -$3.34M 3.91% 4
2025
Q4
$38.8M Sell
80,236
-1,940
-2% -$972K 5.34% 4
2025
Q3
$42.6M Sell
82,176
-1,604
-2% -$818K 5.78% 3
2025
Q2
$41.7M Sell
83,780
-638
-0.8% -$277K 6.1% 1
2025
Q1
$31.7M Buy
84,418
+18
+0% +$7.34K 5.07% 3
2024
Q4
$35.6M Buy
84,400
+1,853
+2% +$789K 5.75% 2
2024
Q3
$35.5M Buy
82,547
+4,966
+6% +$2.12M 5.66% 2
2024
Q2
$34.7M Buy
77,581
+9,057
+13% +$3.82M 6.34% 1
2024
Q1
$26.5M Buy
68,524
+13,106
+24% +$5.31M 5.93% 1
2023
Q4
$20.8M Buy
55,418
+17,571
+46% +$6.25M 6% 1
2023
Q3
$12M Buy
37,847
+17,202
+83% +$5.68M 5.34% 2
2023
Q2
$7.03M Buy
20,645
+3,215
+18% +$1.01M 6.48% 2
2023
Q1
$5.02M Buy
17,430
+886
+5% +$226K 5.7% 2
2022
Q4
$3.97M Buy
16,544
+786
+5% +$189K 5.08% 2
2022
Q3
$3.67M Buy
15,758
+3,951
+33% +$1.04M 5.44% 2
2022
Q2
$3.03M Buy
+11,807
New +$3.2M 6.29% 2

Other funds holding MSFT

First National Advisers's MSFT Position: Q3 2026 in Review

First National Advisers reduced its Microsoft (MSFT) stake by 2.7% in Q3 2026, selling an estimated $753K and leaving 58,557 shares worth $30M. The position accounts for 4.08% of the portfolio, ranked #4.

First National Advisers first reported a position in MSFT in Q2 2022 and has held it in 18 quarters since. The position peaked at $42.6M in Q3 2025. 5,551 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • First National Advisers held 58,557 shares of Microsoft worth $30M as of Q3 2026.
  • First National Advisers sold 1,629 Microsoft shares in Q3 2026, an estimated $753K.
  • Microsoft made up 4.08% of First National Advisers's portfolio in Q3 2026, its #4 holding.
  • First National Advisers first reported a position in Microsoft in Q2 2022 and has held it in 18 quarters since.
  • First National Advisers's Microsoft position peaked at $42.6M in Q3 2025.
  • 5,551 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on First National Advisers's 13F filing for Q3 2026, filed 13 Nov 2026.