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 Q2	$821K	Buy	2,200 +1,500	+214%	+$607K	﹤0.01%	1892
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Truist Financial's MSFT Position: Q2 2026 in Review

Truist Financial reduced its Microsoft (MSFT) stake by 0.62% in Q2 2026, selling an estimated $10.7M and leaving 4,242,987 shares worth $1.58B. The position accounts for 1.89% of the portfolio, ranked #6.

Truist Financial first reported a position in MSFT in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.21B in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Truist Financial held 4,242,987 shares of Microsoft worth $1.58B as of Q2 2026.
Truist Financial sold 26,356 Microsoft shares in Q2 2026, an estimated $10.7M.
Microsoft made up 1.89% of Truist Financial's portfolio in Q2 2026, its #6 holding.
Truist Financial first reported a position in Microsoft in Q2 2013 and has held it in 53 quarters since.
Truist Financial's Microsoft position peaked at $2.21B in Q3 2025.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.