msft stock was the subject of a string of fourth-quarter portfolio moves as several institutional investors trimmed positions in Microsoft Corporation. MassMutual Private Wealth & Trust FSB, McAlister Sweet & Associates Inc., and Penbrook Management LLC each reduced stakes in the quarter, with filings showing share sales and shifts in portfolio weight. The changes range from modest percentage trims to multi-million-dollar position adjustments disclosed in SEC filings.
Institutional Q4 Trims and Position Sizes
MassMutual Private Wealth & Trust FSB decreased its holdings in Microsoft by 2. 7% during the fourth quarter, selling 10, 140 shares and leaving the firm with 372, 154 shares. Microsoft accounted for about 4. 6% of MassMutual Private Wealth & Trust FSB’s portfolio and was its third-largest position, with holdings valued at $179, 981, 000 as of its most recent filing with the Securities and Exchange Commission.
McAlister Sweet & Associates Inc. reduced its stake by 9. 2% in the fourth quarter, selling 1, 423 shares and ending the period with 14, 019 shares. Microsoft made up approximately 5. 9% of McAlister Sweet & Associates Inc. ‘s investment portfolio and stood as the firm’s fifth-largest position; the stake was valued at $6. 78 million at the end of the quarter, down from 15, 442 shares the prior quarter.
Penbrook Management LLC trimmed its stake by 6. 4% in the fourth quarter, selling 1, 555 shares and holding 22, 750 shares after the transactions. Microsoft represented 7. 6% of Penbrook Management LLC’s holdings and ranked as its third-largest position, with the reported value of the stake at $11, 002, 000 in the filing.
Smaller and new positions were also recorded across other investors: Longfellow Investment Management Co. LLC increased its stake by 51. 3% in the second quarter and owned 59 shares valued at $29, 000 after adding 20 shares; Bayforest Capital Ltd established a new position valued at about $38, 000; LSV Asset Management added a new $44, 000 position in the fourth quarter; Sellwood Investment Partners LLC bought a $49, 000 position in the third quarter; and the University of Illinois Foundation opened a $50, 000 position in the second quarter. Institutional investors collectively hold 71. 13% of the company’s stock, as noted in filings.
Msft Stock: Insider Moves and Market Signals
Insider transactions in the same period added another layer to the ownership picture. Executive Vice President Kathleen T. Hogan sold 12, 321 shares in a transaction dated Friday, March 6th ET at an average price of $409. 52, a trade totaling $5, 045, 695. 92; following the sale she owned 137, 933 shares, valued at approximately $56, 486, 322. 16, representing an 8. 20% decrease in her position as disclosed in SEC filings. Director John W. Stanton acquired 5, 000 shares in a transaction dated Wednesday, February 18th ET at an average cost of $397. 35 per share, a purchase totaling $1, 986, 750. 00; following that transaction he directly owned 83, 905 shares valued at approximately $33, 339, 651. 75, a 6. 34% increase in his position.
Corporate insiders account for 0. 03% of the stock, per the disclosures. Additional hedge funds and institutional managers registered both increases and new stakes in the fourth quarter: Lpwm LLC grew its stake by 35. 5% to 1, 775 shares valued at $858, 000; Fulcrum Equity Management increased holdings by 272. 4% to 3, 568 shares valued at $1, 726, 000; OMC Financial Services LTD modestly raised its position to 24, 334 shares valued at $11, 768, 000; Attessa Capital LLC lifted its holdings by 20. 0% to 511 shares valued at $247, 000; and Doliver Advisors LP boosted its stake by 30. 8% to 6, 815 shares valued at $3, 296, 000.
What’s Next
Filings show a mix of trimming and new accumulation across the investor base; market participants will watch subsequent SEC disclosures and next-quarter filings for whether these Q4 adjustments continue or reverse. For now, the documented moves leave msft stock held heavily by institutions while insiders show both sell and buy activity that will be tracked in forthcoming public filings.
