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Texas Capital Bank Wealth Management Services’s Microsoft MSFT Stock Holding History

Texas Capital Bank Wealth Management Services’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 		$22.7M Buy
61,316
+1,039
+2% +$435K 1.35% 12
2025
Q4 		$29.2M Buy
60,277
+14,489
+32% +$7.26M 1.68% 10
2025
Q3 		$23.7M Buy
45,788
+11,002
+32% +$5.61M 1.95% 5
2025
Q2 		$17.3M Sell
34,786
-420
-1% -$182K 1.62% 10
2025
Q1 		$13.2M Buy
35,206
+3,824
+12% +$1.56M 1.34% 11
2024
Q4 		$13.2M Buy
31,382
+355
+1% +$151K 1.35% 10
2024
Q3 		$13.4M Buy
31,027
+1,813
+6% +$775K 1.31% 10
2024
Q2 		$13.1M Buy
29,214
+3,353
+13% +$1.42M 1.36% 10
2024
Q1 		$10.9M Sell
25,861
-5,372
-17% -$2.17M 1.2% 12
2023
Q4 		$11.7M Sell
31,233
-1,679
-5% -$598K 1.39% 10
2023
Q3 		$10.4M Sell
32,912
-9,080
-22% -$3M 1.31% 14
2023
Q2 		$14.3M Buy
41,992
+112
+0.3% +$35.1K 1.53% 11
2023
Q1 		$12.1M Sell
41,880
-539
-1% -$137K 1.4% 13
2022
Q4 		$10.2M Sell
42,419
-531
-1% -$127K 1.24% 19
2022
Q3 		$10M Sell
42,950
-5,076
-11% -$1.34M 1.29% 17
2022
Q2 		$12.3M Sell
48,026
-6,245
-12% -$1.69M 1.43% 12
2022
Q1 		$16.7M Buy
54,271
+3,975
+8% +$1.2M 1.53% 10
2021
Q4 		$16.9M Sell
50,296
-2,098
-4% -$680K 1.46% 13
2021
Q3 		$14.8M Buy
52,394
+13,861
+36% +$4.03M 1.51% 12
2021
Q2 		$10.4M Buy
38,533
+2,105
+6% +$535K 1.31% 16
2021
Q1 		$8.59M Buy
36,428
+776
+2% +$180K 1.23% 17
2020
Q4 		$7.93M Buy
35,652
+8,456
+31% +$1.82M 1.17% 16
2020
Q3 		$5.72M Buy
27,196
+1,871
+7% +$393K 0.93% 23
2020
Q2 		$5.15M Buy
25,325
+630
+3% +$114K 1.15% 16
2020
Q1 		$3.9M Buy
24,695
+442
+2% +$72.7K 1.11% 17
2019
Q4 		$3.83M Buy
+24,253
New +$3.56M 0.84% 22

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

Texas Capital Bank Wealth Management Services's MSFT Position: Q1 2026 in Review

Texas Capital Bank Wealth Management Services increased its Microsoft (MSFT) stake by 1.7% in Q1 2026, buying an estimated $435K and bringing the position to 61,316 shares worth $22.7M. The position accounts for 1.35% of the portfolio, ranked #12.

Texas Capital Bank Wealth Management Services first reported a position in MSFT in Q4 2019 and has held it in 26 quarters since. The position peaked at $29.2M in Q4 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Texas Capital Bank Wealth Management Services held 61,316 shares of Microsoft worth $22.7M as of Q1 2026.
  • Texas Capital Bank Wealth Management Services bought 1,039 Microsoft shares in Q1 2026, an estimated $435K.
  • Microsoft made up 1.35% of Texas Capital Bank Wealth Management Services's portfolio in Q1 2026, its #12 holding.
  • Texas Capital Bank Wealth Management Services first reported a position in Microsoft in Q4 2019 and has held it in 26 quarters since.
  • Texas Capital Bank Wealth Management Services's Microsoft position peaked at $29.2M in Q4 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q1 2026, filed 11 May 2026.