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First United Bank & Trust’s Microsoft MSFT Stock Holding History

First United 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 		$5.6M Buy
15,015
+380
+3% +$154K 1.61% 15
2026
Q1 		$5.42M Sell
14,635
-726
-5% -$304K 1.76% 14
2025
Q4 		$7.43M Sell
15,361
-1,140
-7% -$571K 2.37% 7
2025
Q3 		$8.55M Sell
16,501
-204
-1% -$104K 2.77% 7
2025
Q2 		$8.31M Sell
16,705
-126
-0.7% -$54.7K 2.9% 5
2025
Q1 		$6.32M Sell
16,831
-485
-3% -$198K 2.36% 8
2024
Q4 		$7.3M Sell
17,316
-122
-0.7% -$52K 2.65% 6
2024
Q3 		$7.5M Sell
17,438
-1,159
-6% -$495K 2.7% 6
2024
Q2 		$8.31M Sell
18,597
-214
-1% -$90.4K 3.09% 6
2024
Q1 		$7.91M Sell
18,811
-218
-1% -$88.3K 2.93% 6
2023
Q4 		$7.16M Sell
19,029
-877
-4% -$312K 2.86% 6
2023
Q3 		$6.29M Sell
19,906
-110
-0.5% -$36.3K 2.92% 6
2023
Q2 		$6.82M Sell
20,016
-325
-2% -$102K 3.03% 6
2023
Q1 		$5.86M Sell
20,341
-199
-1% -$50.8K 2.75% 7
2022
Q4 		$4.93M Sell
20,540
-260
-1% -$62.4K 2.4% 7
2022
Q3 		$4.84M Sell
20,800
-485
-2% -$128K 2.44% 7
2022
Q2 		$5.47M Buy
21,285
+471
+2% +$128K 2.51% 7
2022
Q1 		$6.42M Sell
20,814
-537
-3% -$162K 2.52% 7
2021
Q4 		$7.18M Buy
21,351
+1,545
+8% +$501K 2.65% 5
2021
Q3 		$5.58M Sell
19,806
-158
-0.8% -$46K 2.28% 7
2021
Q2 		$5.41M Sell
19,964
-542
-3% -$138K 2.26% 6
2021
Q1 		$4.83M Buy
20,506
+236
+1% +$54.8K 2.07% 8
2020
Q4 		$4.51M Buy
20,270
+489
+2% +$105K 2.18% 7
2020
Q3 		$4.16M Buy
19,781
+64
+0.3% +$13.4K 2.33% 8
2020
Q2 		$4.01M Buy
19,717
+2,079
+12% +$377K 2.37% 7
2020
Q1 		$2.78M Buy
17,638
+1,894
+12% +$311K 1.99% 11
2019
Q4 		$2.48M Buy
15,744
+1,048
+7% +$154K 1.43% 16
2019
Q3 		$2.04M Buy
14,696
+3,930
+37% +$540K 1.28% 22
2019
Q2 		$1.44M Buy
10,766
+1,825
+20% +$232K 0.85% 45
2019
Q1 		$1.05M Buy
8,941
+12
+0.1% +$1.31K 0.65% 59
2018
Q4 		$907K Buy
8,929
+236
+3% +$25.3K 0.64% 61
2018
Q3 		$994K Sell
8,693
-110
-1% -$11.9K 0.62% 59
2018
Q2 		$868K Sell
8,803
-110
-1% -$10.7K 0.58% 64
2018
Q1 		$813K Sell
8,913
-48
-0.5% -$4.39K 0.53% 64
2017
Q4 		$767K Buy
8,961
+118
+1% +$9.68K 0.5% 64
2017
Q3 		$659K Sell
8,843
-167
-2% -$12.2K 0.44% 70
2017
Q2 		$621K Sell
9,010
-104
-1% -$7.14K 0.42% 75
2017
Q1 		$600K Sell
9,114
-1,175
-11% -$75.3K 0.42% 75
2016
Q4 		$639K Buy
10,289
+1,538
+18% +$92.5K 0.48% 66
2016
Q3 		$504K Buy
8,751
+820
+10% +$46.3K 0.42% 69
2016
Q2 		$406K Buy
7,931
+50
+0.6% +$2.6K 0.35% 73
2016
Q1 		$435K Buy
7,881
+250
+3% +$13.1K 0.4% 67
2015
Q4 		$423K Sell
7,631
-290
-4% -$15.3K 0.38% 75
2015
Q3 		$350K Sell
7,921
-450
-5% -$20.2K 0.34% 78
2015
Q2 		$370K Sell
8,371
-761
-8% -$34.7K 0.34% 76
2015
Q1 		$371K Buy
9,132
+222
+2% +$9.66K 0.34% 78
2014
Q4 		$414K Buy
8,910
+180
+2% +$8.45K 0.4% 72
2014
Q3 		$405K Buy
8,730
+1,950
+29% +$87K 0.41% 72
2014
Q2 		$283K Buy
6,780
+417
+7% +$16.9K 0.29% 75
2014
Q1 		$261K Hold
6,363
– – 0.28% 77
2013
Q4 		$238K Sell
6,363
-50
-0.8% -$1.82K 0.26% 73
2013
Q3 		$213K Hold
6,413
– – 0.26% 76
2013
Q2 		$222K Buy
+6,413
New +$210K 0.3% 73

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

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

First United Bank & Trust increased its Microsoft (MSFT) stake by 2.6% in Q2 2026, buying an estimated $154K and bringing the position to 15,015 shares worth $5.6M. The position accounts for 1.61% of the portfolio, ranked #15.

First United Bank & Trust first reported a position in MSFT in Q2 2013 and has held it in 53 quarters since. The position peaked at $8.55M in Q3 2025. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • First United Bank & Trust held 15,015 shares of Microsoft worth $5.6M as of Q2 2026.
  • First United Bank & Trust bought 380 Microsoft shares in Q2 2026, an estimated $154K.
  • Microsoft made up 1.61% of First United Bank & Trust's portfolio in Q2 2026, its #15 holding.
  • First United Bank & Trust first reported a position in Microsoft in Q2 2013 and has held it in 53 quarters since.
  • First United Bank & Trust's Microsoft position peaked at $8.55M in Q3 2025.
  • 2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on First United Bank & Trust's 13F filing for Q2 2026, filed 20 Jul 2026.