MSFT β€” MICROSOFT CORP

Ownership history in Texas Bank & Trust Co  Β·  5 quarters on record

AI Ownership Summary

Texas Bank & Trust Co reported MICROSOFT CORP (MSFT) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 7.5% in 2025 Q2. The latest visible filing shows MSFT at 6.64% 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.

What this MSFT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Texas Bank & Trust Co'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 6.64% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
7.5% 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
2024 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 Texas Bank & Trust Co held MSFT β€” position size vs. price
% of Fund (quarterly)    MSFT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 37,753 -14 -0.0% 6.64% $18.3M 2026-02-14 (Est.) $400.41
2025 Q3 REDUCED 37,767 -135 -0.4% 7.40% $19.6M 2025-10-23 $518.40
2025 Q2 REDUCED 37,902 -248 -0.7% 7.50% $18.9M 2025-08-05 $524.70
2025 Q1 REDUCED 38,150 -228 -0.6% 6.06% $14.3M 2025-05-15 $450.51
2024 Q4 INITIATED 38,378 β€” β€” 6.67% $16.2M 2025-02-14 $404.52

FAQ About Texas Bank & Trust Co and MSFT

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

How long has Texas Bank & Trust Co reported owning MSFT?

Texas Bank & Trust Co reported MSFT across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

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

The largest reported portfolio weight for MSFT was 7.50% in 2025 Q2.

What is the latest reported MSFT position on this page?

The most recent filing on this page is 2025 Q4, when Texas Bank & Trust Co reported 37,753 shares, equal to 6.64% of portfolio, with an estimated market value of $18.3M.

What does the chart on this MSFT ownership page compare?

The chart compares Texas Bank & Trust Co'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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