Truist Financial
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Truist Financial’s Microsoft MSFT Stock Holding History

Truist Financial’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 		$259K Hold
700
– – ﹤0.01% 2485
2025
Q4 		$339K Hold
700
– – ﹤0.01% 2257
2025
Q3 		$363K Hold
700
– – ﹤0.01% 2203
2025
Q2 		$348K Hold
700
– – ﹤0.01% 2137
2025
Q1 		$263K Buy
+700
New +$285K ﹤0.01% 2213
2020
Q2 		– Sell
-7,400
Closed -$1.17M – 2523
2020
Q1 		$1.17M Buy
+7,400
New +$1.22M ﹤0.01% 1206

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

Truist Financial's MSFT Position: Q1 2026 in Review

Truist Financial reduced its Microsoft (MSFT) stake by 0.17% in Q1 2026, selling an estimated $3.13M and leaving 4,269,343 shares worth $1.58B. The position accounts for 2.13% of the portfolio, ranked #7.

Truist Financial first reported a position in MSFT in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.21B in Q3 2025. 6,182 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Truist Financial held 4,269,343 shares of Microsoft worth $1.58B as of Q1 2026.
  • Truist Financial sold 7,478 Microsoft shares in Q1 2026, an estimated $3.13M.
  • Microsoft made up 2.13% of Truist Financial's portfolio in Q1 2026, its #7 holding.
  • Truist Financial first reported a position in Microsoft in Q2 2013 and has held it in 52 quarters since.
  • Truist Financial's Microsoft position peaked at $2.21B in Q3 2025.
  • 6,182 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.