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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
Q2 		$5.89M Buy
15,799
+465
+3% +$188K 1.2% 19
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morton Community Bank's MSFT Position: Q2 2026 in Review

Morton Community Bank increased its Microsoft (MSFT) stake by 3% in Q2 2026, buying an estimated $188K and bringing the position to 15,799 shares worth $5.89M. The position accounts for 1.2% of the portfolio, ranked #19.

Morton Community Bank first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.6M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Morton Community Bank held 15,799 shares of Microsoft worth $5.89M as of Q2 2026.
  • Morton Community Bank bought 465 Microsoft shares in Q2 2026, an estimated $188K.
  • Microsoft made up 1.2% of Morton Community Bank's portfolio in Q2 2026, its #19 holding.
  • Morton Community Bank first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • Morton Community Bank's Microsoft position peaked at $7.6M in Q3 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Morton Community Bank's 13F filing for Q2 2026, filed 14 Aug 2026.