First Western Trust Bank’s Microsoft MSFT Stock Holding History

First Western Trust Bank’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	$17.6M	Sell	47,055 -2,826	-6%	-$1.14M	0.86%	13
2026 Q1	$18.5M	Sell	49,881 -1,559	-3%	-$652K	0.93%	13
2025 Q4	$24.9M	Buy	51,440 +1,019	+2%	+$511K	1.22%	9
2025 Q3	$26.1M	Buy	50,421 +407	+0.8%	+$208K	1.2%	10
2025 Q2	$24.9M	Sell	50,014 -1,825	-4%	-$793K	1.12%	9
2025 Q1	$19.5M	Sell	51,839 -4,988	-9%	-$2.03M	0.93%	10
2024 Q4	$24M	Sell	56,827 -1,662	-3%	-$708K	1.11%	10
2024 Q3	$25.2M	Sell	58,489 -4,358	-7%	-$1.86M	1.13%	11
2024 Q2	$28.1M	Sell	62,847 -6,444	-9%	-$2.72M	1.34%	9
2024 Q1	$29.2M	Sell	69,291 -4,555	-6%	-$1.84M	1.33%	9
2023 Q4	$27.8M	Buy	73,846 +29	+0%	+$10.3K	1.38%	8
2023 Q3	$23.3M	Sell	73,817 -1,990	-3%	-$658K	1.25%	9
2023 Q2	$25.8M	Sell	75,807 -942	-1%	-$295K	1.26%	9
2023 Q1	$22.1M	Buy	76,749 +966	+1%	+$246K	1.15%	9
2022 Q4	$18.2M	Sell	75,783 -128	-0.2%	-$30.7K	1.04%	8
2022 Q3	$17.7M	Sell	75,911 -349	-0.5%	-$92.2K	1.19%	8
2022 Q2	$19.8M	Sell	76,260 -3,595	-5%	-$976K	1.32%	7
2022 Q1	$25.1M	Buy	+79,855	New	+$24M	1.29%	6

Other funds holding MSFT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

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

First Western Trust Bank reduced its Microsoft (MSFT) stake by 5.7% in Q2 2026, selling an estimated $1.14M and leaving 47,055 shares worth $17.6M. The position accounts for 0.86% of the portfolio, ranked #13.

First Western Trust Bank first reported a position in MSFT in Q1 2022 and has held it in 18 quarters since. The position peaked at $29.2M in Q1 2024. 2,919 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

First Western Trust Bank held 47,055 shares of Microsoft worth $17.6M as of Q2 2026.
First Western Trust Bank sold 2,826 Microsoft shares in Q2 2026, an estimated $1.14M.
Microsoft made up 0.86% of First Western Trust Bank's portfolio in Q2 2026, its #13 holding.
First Western Trust Bank first reported a position in Microsoft in Q1 2022 and has held it in 18 quarters since.
First Western Trust Bank's Microsoft position peaked at $29.2M in Q1 2024.
2,919 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on First Western Trust Bank's 13F filing for Q2 2026, filed 29 Jul 2026.