Hickory Point Bank & Trust’s Microsoft MSFT Stock Holding History

Hickory Point 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 Q3	$3.1M	Sell	6,038 -78	-1%	-$36.1K	1.86%	8
2026 Q2	$2.28M	Sell	6,116 -30	-0.5%	-$12.1K	1.38%	11
2026 Q1	$2.28M	Sell	6,146 -193	-3%	-$80.8K	1.5%	10
2025 Q4	$3.07M	Hold	6,339	–	–	2.22%	5
2025 Q3	$3.28M	Sell	6,339 -67	-1%	-$34.2K	2.45%	5
2025 Q2	$3.19M	Sell	6,406 -10	-0.2%	-$4.34K	2.57%	5
2025 Q1	$2.41M	Buy	6,416 +411	+7%	+$168K	2.12%	6
2024 Q4	$2.53M	Buy	+6,005	New	+$2.56M	2.25%	7

Other funds holding MSFT

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Hickory Point Bank & Trust's MSFT Position: Q3 2026 in Review

Hickory Point Bank & Trust reduced its Microsoft (MSFT) stake by 1.3% in Q3 2026, selling an estimated $36.1K and leaving 6,038 shares worth $3.1M. The position accounts for 1.86% of the portfolio, ranked #8.

Hickory Point Bank & Trust first reported a position in MSFT in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.28M in Q3 2025. 745 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

Hickory Point Bank & Trust held 6,038 shares of Microsoft worth $3.1M as of Q3 2026.
Hickory Point Bank & Trust sold 78 Microsoft shares in Q3 2026, an estimated $36.1K.
Microsoft made up 1.86% of Hickory Point Bank & Trust's portfolio in Q3 2026, its #8 holding.
Hickory Point Bank & Trust first reported a position in Microsoft in Q4 2024 and has held it in 8 quarters since.
Hickory Point Bank & Trust's Microsoft position peaked at $3.28M in Q3 2025.
745 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Hickory Point Bank & Trust's 13F filing for Q3 2026, filed 1 Oct 2026.