MSFT MICROSOFT CORP COM

Ownership history in TRUIST FINANCIAL CORP  ·  104 quarters on record

AI Ownership Summary

TRUIST FINANCIAL CORP reported MICROSOFT CORP COM (MSFT) in 104 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.19% in 2024 Q2. The latest visible filing shows MSFT at 2.76% 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 TRUIST FINANCIAL CORP's position in MICROSOFT CORP COM, 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 2.76% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.19% 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 TRUIST FINANCIAL CORP held MSFT — position size vs. price
% of Fund (quarterly)    MSFT price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 13 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 4,276,821 +4,276,121 +610874.4% 2.76% $2.07B 2026-02-14 (Est.) $400.41
2025 Q4 REDUCED 700 -4,259,423 -100.0% 0.00% $339K 2026-02-14 (Est.) $400.41
2025 Q3 ADDED 4,260,123 +4,259,423 +608489.0% 2.98% $2.21B 2025-11-03 $514.89
2025 Q3 UNCHANGED 700 0% 0.00% $363K 2025-11-03 $514.89
2025 Q2 REDUCED 700 -4,210,544 -100.0% 0.00% $348K 2025-07-18 $507.10
2025 Q2 ADDED 4,211,244 +4,210,544 +601506.3% 3.07% $2.09B 2025-07-18 $507.10
2025 Q1 REDUCED 700 -4,173,302 -100.0% 0.00% $263K 2025-04-29 $391.05
2025 Q1 REDUCED 4,174,002 -25,617 -0.6% 2.51% $1.57B 2025-04-29 $391.05
2024 Q4 ADDED 4,199,619 +5,300 +0.1% 2.77% $1.77B 2025-01-31 $411.08
2024 Q3 REDUCED 4,194,319 -498,144 -10.6% 2.83% $1.80B 2024-11-13 $420.28
2024 Q2 REDUCED 4,692,463 -10,489 -0.2% 3.19% $2.10B 2024-08-21 $419.24
2024 Q1 REDUCED 4,702,952 -80,169 -1.7% 3.00% $1.98B 2024-05-13 $407.47
2023 Q4 REDUCED 4,783,121 -672,256 -12.3% 2.86% $1.80B 2024-02-02 $404.26
91 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About TRUIST FINANCIAL CORP and MSFT

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

How long has TRUIST FINANCIAL CORP reported owning MSFT?

TRUIST FINANCIAL CORP reported MSFT across 13 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MSFT position in TRUIST FINANCIAL CORP's portfolio?

The largest reported portfolio weight for MSFT was 3.19% in 2024 Q2.

What is the latest reported MSFT position on this page?

The most recent filing on this page is 2025 Q4, when TRUIST FINANCIAL CORP reported 4,276,821 shares, equal to 2.76% of portfolio, with an estimated market value of $2.07B.

What does the chart on this MSFT ownership page compare?

The chart compares TRUIST FINANCIAL CORP'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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