Midwest Trust’s Microsoft MSFT Stock Holding History

Midwest 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	$302M	Buy	808,387 +28,911	+4%	+$11.7M	3.42%	3
2026 Q1	$289M	Buy	779,476 +39,281	+5%	+$16.4M	3.6%	4
2025 Q4	$358M	Buy	740,195 +8,191	+1%	+$4.1M	4.47%	2
2025 Q3	$379M	Sell	732,004 -1,306	-0.2%	-$666K	4.93%	1
2025 Q2	$365M	Buy	+733,310	New	+$318M	5.05%	1

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 $3.38T AUM 44.17% 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

Midwest Trust's MSFT Position: Q2 2026 in Review

Midwest Trust increased its Microsoft (MSFT) stake by 3.7% in Q2 2026, buying an estimated $11.7M and bringing the position to 808,387 shares worth $302M. The position accounts for 3.42% of the portfolio, ranked #3.

Midwest Trust first reported a position in MSFT in Q2 2025 and has held it in 5 quarters since. The position peaked at $379M in Q3 2025. 6,251 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Midwest Trust held 808,387 shares of Microsoft worth $302M as of Q2 2026.
Midwest Trust bought 28,911 Microsoft shares in Q2 2026, an estimated $11.7M.
Microsoft made up 3.42% of Midwest Trust's portfolio in Q2 2026, its #3 holding.
Midwest Trust first reported a position in Microsoft in Q2 2025 and has held it in 5 quarters since.
Midwest Trust's Microsoft position peaked at $379M in Q3 2025.
6,251 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.