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Morton Community Bank’s Microsoft MSFT Stock Holding History

Morton Community 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
Q1 		$5.68M Buy
15,334
+563
+4% +$236K 1.23% 21
2025
Q4 		$6.36M Buy
14,771
+103
+0.7% +$51.6K 1.37% 8
2025
Q3 		$7.6M Buy
14,668
+13
+0.1% +$6.63K 1.76% 5
2025
Q2 		$7.29M Buy
14,655
+235
+2% +$102K 1.81% 5
2025
Q1 		$5.41M Sell
14,420
-180
-1% -$73.4K 1.42% 7
2024
Q4 		$6.15M Buy
14,600
+21
+0.1% +$8.95K 1.63% 6
2024
Q3 		$6.27M Sell
14,579
-131
-0.9% -$56K 1.64% 5
2024
Q2 		$6.57M Buy
14,710
+514
+4% +$217K 1.86% 4
2024
Q1 		$5.97M Sell
14,196
-308
-2% -$125K 1.72% 3
2023
Q4 		$5.45M Buy
+14,504
New +$5.16M 1.78% 3

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

Morton Community Bank's MSFT Position: Q1 2026 in Review

Morton Community Bank increased its Microsoft (MSFT) stake by 3.8% in Q1 2026, buying an estimated $236K and bringing the position to 15,334 shares worth $5.68M. The position accounts for 1.23% of the portfolio, ranked #21.

Morton Community Bank first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.6M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Morton Community Bank held 15,334 shares of Microsoft worth $5.68M as of Q1 2026.
  • Morton Community Bank bought 563 Microsoft shares in Q1 2026, an estimated $236K.
  • Microsoft made up 1.23% of Morton Community Bank's portfolio in Q1 2026, its #21 holding.
  • Morton Community Bank first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
  • Morton Community Bank's Microsoft position peaked at $7.6M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Morton Community Bank's 13F filing for Q1 2026, filed 14 May 2026.