MSFT Microsoft Corp

Ownership history in CoreFirst Bank & Trust  ·  20 quarters on record

AI Ownership Summary

CoreFirst Bank & Trust reported Microsoft Corp (MSFT) in 20 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.88% in 2024 Q2. The latest visible filing shows MSFT at 2.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MSFT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CoreFirst Bank & Trust's position in Microsoft Corp, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

MSFT was reported at 2.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.88% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CoreFirst Bank & Trust held MSFT — position size vs. price
% of Fund (quarterly)    MSFT price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 7,765 -358 -4.4% 2.03% $3.8M 2026-02-14 (Est.) $400.41
2025 Q3 REDUCED 8,123 -464 -5.4% 2.28% $4.2M 2025-11-13 $501.21
2025 Q2 ADDED 8,587 +94 +1.1% 2.41% $4.3M 2025-08-14 $519.46
2025 Q1 REDUCED 8,493 -607 -6.7% 2.05% $3.2M 2025-04-29 $391.05
2024 Q4 REDUCED 9,100 -481 -5.0% 2.28% $3.8M 2025-02-11 $407.50
2024 Q2 REDUCED 9,581 -290 -2.9% 2.88% $4.3M 2024-08-14 $411.30
2024 Q1 REDUCED 9,871 -275 -2.7% 2.60% $4.2M 2024-05-15 $417.44
2023 Q4 REDUCED 10,146 -662 -6.1% 2.54% $3.8M 2024-03-18 $411.01
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About CoreFirst Bank & Trust and MSFT

These are the practical questions this page is built to answer before you even open the full history table.

How long has CoreFirst Bank & Trust reported owning MSFT?

CoreFirst Bank & Trust reported MSFT across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MSFT position in CoreFirst Bank & Trust's portfolio?

The largest reported portfolio weight for MSFT was 2.88% in 2024 Q2.

What is the latest reported MSFT position on this page?

The most recent filing on this page is 2025 Q4, when CoreFirst Bank & Trust reported 7,765 shares, equal to 2.03% of portfolio, with an estimated market value of $3.8M.

What does the chart on this MSFT ownership page compare?

The chart compares CoreFirst Bank & Trust's quarterly MSFT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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