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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Midwest Trust's MSFT Position: Q1 2026 in Review

Midwest Trust increased its Microsoft (MSFT) stake by 5.3% in Q1 2026, buying an estimated $16.4M and bringing the position to 779,476 shares worth $289M. The position accounts for 3.6% of the portfolio, ranked #4.

Midwest Trust first reported a position in MSFT in Q2 2025 and has held it in 4 quarters since. The position peaked at $379M in Q3 2025. 6,184 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Midwest Trust held 779,476 shares of Microsoft worth $289M as of Q1 2026.
  • Midwest Trust bought 39,281 Microsoft shares in Q1 2026, an estimated $16.4M.
  • Microsoft made up 3.6% of Midwest Trust's portfolio in Q1 2026, its #4 holding.
  • Midwest Trust first reported a position in Microsoft in Q2 2025 and has held it in 4 quarters since.
  • Midwest Trust's Microsoft position peaked at $379M in Q3 2025.
  • 6,184 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Midwest Trust's 13F filing for Q1 2026, filed 1 May 2026.