MSFT — MICROSOFT CORP

Ownership history in MassMutual Private Wealth & Trust, FSB  ·  47 quarters on record

AI Ownership Summary

MassMutual Private Wealth & Trust, FSB reported MICROSOFT CORP (MSFT) in 47 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 5.17% in 2025 Q2. The latest visible filing shows MSFT at 3.72% 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 MassMutual Private Wealth & Trust, FSB'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
2026 Q1

MSFT was reported at 3.72% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.17% in 2025 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 2026 Q1

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.

MSFT stock page MassMutual Private Wealth & Trust, FSB fund profile MassMutual Private Wealth & Trust, FSB full holdings
How MassMutual Private Wealth & Trust, FSB held MSFT — position size vs. price
% of Fund (quarterly)    MSFT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 369,142 -3,012 -0.8% 3.72% $136.6M 2026-04-13 $384.37
2025 Q4 REDUCED 372,154 -10,140 -2.7% 4.63% $180.0M 2026-01-07 $482.37
2025 Q3 REDUCED 382,294 -7,976 -2.0% 5.04% $198.0M 2025-10-22 $518.38
2025 Q2 ADDED 390,270 +2,616 +0.7% 5.17% $194.1M 2025-07-09 $500.60
2025 Q1 ADDED 387,654 +10,346 +2.7% 4.21% $145.5M 2025-04-01 $379.29
2024 Q4 REDUCED 377,308 -1,308 -0.3% 4.46% $159.0M 2025-01-16 $420.51
2024 Q3 REDUCED 378,616 -2,224 -0.6% 4.64% $162.9M 2024-10-02 $412.31
2024 Q2 ADDED 380,840 +1,353 +0.4% 5.16% $170.2M 2024-07-02 $453.15
2024 Q1 REDUCED 379,487 -3,206 -0.8% 4.97% $159.7M 2024-04-09 $419.84
2023 Q4 REDUCED 382,693 -3,904 -1.0% 4.83% $143.9M 2024-01-03 $364.32
37 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MSFT

As of 2026 Q1 — sorted by position size

SANDER CAPITAL ADVISORS INC 3Y 7Y 43.08% ARMSTRONG HENRY H ASSOCIATES INC 3Y 7Y 23.7% R.H. Dinel Investment Counsel, Inc. 3Y 7Y 13.64% Constitution Capital LLC 3Y 12.89% Hoffman, Alan N Investment Management 3Y 12.03% PICTET BANK & TRUST Ltd 3Y 7Y 10.11% JIA INVESTMENT ALLIANCE PTE. LTD. 3Y 10.01% BOURNE LENT ASSET MANAGEMENT INC 3Y 7Y 9.76% Altrafin AG 9.56% Generate Investment Management Ltd 9.14%

FAQ About MassMutual Private Wealth & Trust, FSB and MSFT

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

How long has MassMutual Private Wealth & Trust, FSB reported owning MSFT?

MassMutual Private Wealth & Trust, FSB reported MSFT across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MSFT position in MassMutual Private Wealth & Trust, FSB's portfolio?

The largest reported portfolio weight for MSFT was 5.17% in 2025 Q2.

What is the latest reported MSFT position on this page?

The most recent filing on this page is 2026 Q1, when MassMutual Private Wealth & Trust, FSB reported 369,142 shares, equal to 3.72% of portfolio, with an estimated market value of $136.6M.

What does the chart on this MSFT ownership page compare?

The chart compares MassMutual Private Wealth & Trust, FSB'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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