Security National Bank’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $19.7M | Buy |
52,745
+2,526
| +5% | +$1.02M | 2.35% | 11 |
|
|
2026
Q1 | $18.6M | Buy |
50,219
+364
| +0.7% | +$152K | 2.71% | 6 |
|
|
2025
Q4 | $24.1M | Buy |
49,855
+287
| +0.6% | +$144K | 3.46% | 5 |
|
|
2025
Q3 | $25.7M | Buy |
49,568
+876
| +2% | +$447K | 3.93% | 5 |
|
|
2025
Q2 | $24.2M | Sell |
48,692
-395
| -0.8% | -$172K | 4.19% | 4 |
|
|
2025
Q1 | $18.4M | Buy |
49,087
+5,123
| +12% | +$2.09M | 3.48% | 6 |
|
|
2024
Q4 | $18.5M | Sell |
43,964
-108
| -0.2% | -$46K | 2.64% | 8 |
|
|
2024
Q3 | $19M | Sell |
44,072
-58
| -0.1% | -$24.8K | 2.58% | 8 |
|
|
2024
Q2 | $19.7M | Sell |
44,130
-251
| -0.6% | -$106K | 2.86% | 8 |
|
|
2024
Q1 | $18.7M | Buy |
44,381
+10
| +0% | +$4.05K | 2.83% | 8 |
|
|
2023
Q4 | $16.7M | Sell |
44,371
-149
| -0.3% | -$53K | 3.77% | 6 |
|
|
2023
Q3 | $14M | Sell |
44,520
-862
| -2% | -$285K | 3.92% | 5 |
|
|
2023
Q2 | $15.5M | Sell |
45,382
-1,361
| -3% | -$427K | 3.94% | 4 |
|
|
2023
Q1 | $13.5M | Sell |
46,743
-2,270
| -5% | -$579K | 3.6% | 4 |
|
|
2022
Q4 | $11.8M | Sell |
49,013
-1,021
| -2% | -$245K | 3.17% | 5 |
|
|
2022
Q3 | $11.7M | Sell |
50,034
-403
| -0.8% | -$106K | 3.25% | 5 |
|
|
2022
Q2 | $13M | Sell |
50,437
-1,247
| -2% | -$338K | 3.6% | 4 |
|
|
2022
Q1 | $15.9M | Sell |
51,684
-560
| -1% | -$168K | 3.64% | 4 |
|
|
2021
Q4 | $17.6M | Sell |
52,244
-1,057
| -2% | -$343K | 3.98% | 4 |
|
|
2021
Q3 | $15M | Buy |
53,301
+1,065
| +2% | +$310K | 3.77% | 4 |
|
|
2021
Q2 | $14.2M | Buy |
52,236
+215
| +0.4% | +$54.6K | 3.73% | 4 |
|
|
2021
Q1 | $12.3M | Buy |
52,021
+550
| +1% | +$128K | 3.61% | 4 |
|
|
2020
Q4 | $11.4M | Sell |
51,471
-1,913
| -4% | -$411K | 3.64% | 4 |
|
|
2020
Q3 | $11.2M | Buy |
53,384
+595
| +1% | +$125K | 3.91% | 5 |
|
|
2020
Q2 | $10.7M | Buy |
52,789
+879
| +2% | +$160K | 4.44% | 4 |
|
|
2020
Q1 | $8.19M | Buy |
51,910
+182
| +0.4% | +$29.9K | 4.3% | 4 |
|
|
2019
Q4 | $8.16M | Sell |
51,728
-609
| -1% | -$89.5K | 3.64% | 3 |
|
|
2019
Q3 | $7.28M | Buy |
52,337
+400
| +0.8% | +$55K | 3.43% | 3 |
|
|
2019
Q2 | $6.96M | Buy |
51,937
+301
| +0.6% | +$38.2K | 3.44% | 3 |
|
|
2019
Q1 | $6.09M | Buy |
51,636
+2,725
| +6% | +$297K | 3.16% | 4 |
|
|
2018
Q4 | $4.97M | Buy |
48,911
+2,320
| +5% | +$249K | 3.1% | 3 |
|
|
2018
Q3 | $5.33M | Buy |
46,591
+1,936
| +4% | +$210K | 2.95% | 8 |
|
|
2018
Q2 | $4.4M | Sell |
44,655
-644
| -1% | -$62.4K | 2.8% | 7 |
|
|
2018
Q1 | $4.13M | Sell |
45,299
-2,502
| -5% | -$229K | 2.77% | 6 |
|
|
2017
Q4 | $4.09M | Sell |
47,801
-859
| -2% | -$70.5K | 2.66% | 7 |
|
|
2017
Q3 | $3.63M | Sell |
48,660
-145
| -0.3% | -$10.6K | 2.48% | 8 |
|
|
2017
Q2 | $3.36M | Buy |
48,805
+5,186
| +12% | +$356K | 2.45% | 9 |
|
|
2017
Q1 | $2.87M | Buy |
+43,619
| New | +$2.8M | 2.15% | 12 |
|
Other funds holding MSFT
Security National Bank's MSFT Position: Q2 2026 in Review
Security National Bank increased its Microsoft (MSFT) stake by 5% in Q2 2026, buying an estimated $1.02M and bringing the position to 52,745 shares worth $19.7M. The position accounts for 2.35% of the portfolio, ranked #11.
Security National Bank first reported a position in MSFT in Q1 2017 and has held it in 38 quarters since. The position peaked at $25.7M in Q3 2025. 6,192 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Security National Bank held 52,745 shares of Microsoft worth $19.7M as of Q2 2026.
- Security National Bank bought 2,526 Microsoft shares in Q2 2026, an estimated $1.02M.
- Microsoft made up 2.35% of Security National Bank's portfolio in Q2 2026, its #11 holding.
- Security National Bank first reported a position in Microsoft in Q1 2017 and has held it in 38 quarters since.
- Security National Bank's Microsoft position peaked at $25.7M in Q3 2025.
- 6,192 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.