S&T BANK/PA MSFT — MICROSOFT CORP

Ownership history in S&T BANK/PA  ·  118 quarters on record

AI Ownership Summary

S&T BANK/PA reported MICROSOFT CORP (MSFT) in 118 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.06% in 2024 Q2. The latest visible filing shows MSFT at 1.29% 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 S&T BANK/PA'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 1.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.06% 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 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 S&T BANK/PA fund profile S&T BANK/PA full holdings
How S&T BANK/PA 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 Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 9,337 -755 -7.5% 1.29% $3.5M 2026-05-13 $404.33
2025 Q4 REDUCED 18.6% -23.3% ✅ 10,092 -2,304 -18.6% 1.54% $4.9M 2026-02-13 $399.54
2025 Q3 REDUCED — — — 12,396 -402 -3.1% 1.81% $6.4M 2025-11-14 $506.97
2025 Q2 REDUCED — — — 12,798 -499 -3.8% 1.94% $6.4M 2025-08-06 $520.78
2025 Q1 ADDED — — — 13,297 +120 +0.9% 1.63% $5.0M 2025-05-15 $449.54
2024 Q4 REDUCED 8.5% -10.8% ✅ 13,177 -1,227 -8.5% 1.77% $5.6M 2025-02-14 $403.64
2024 Q3 REDUCED 20.5% -1.1% ✅ 14,404 -3,722 -20.5% 1.62% $6.2M 2024-11-13 $419.38
2024 Q2 REDUCED 18.5% -3.5% ✅ 18,126 -4,120 -18.5% 2.06% $8.1M 2024-08-14 $410.41
2024 Q1 REDUCED 14.5% +8.8% ❌ 22,246 -3,772 -14.5% 1.79% $9.4M 2024-05-15 $416.53
2023 Q4 REDUCED — — — 26,018 -1,250 -4.6% 1.81% $9.8M 2024-02-14 $402.43
108 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% Soroban Capital Partners LP 3Y 7Y 42.88% Thiel Macro LLC 3Y 34.09% TRB Advisors LP 3Y 7Y 31.72% JOHO CAPITAL LLC 3Y 7Y 30.59% DDD Partners, LLC 3Y 7Y 29.42% Elite Wealth Management, Inc. 3Y 7Y 28.39% BELLEVUE ASSET MANAGEMENT, LLC 3Y 24.19% ARMSTRONG HENRY H ASSOCIATES INC 3Y 7Y 23.7% TenCore Partners, LP 3Y 22.68%

FAQ About S&T BANK/PA and MSFT

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

How long has S&T BANK/PA reported owning MSFT?

S&T BANK/PA reported MSFT across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MSFT position in S&T BANK/PA's portfolio?

The largest reported portfolio weight for MSFT was 2.06% in 2024 Q2.

What is the latest reported MSFT position on this page?

The most recent filing on this page is 2026 Q1, when S&T BANK/PA reported 9,337 shares, equal to 1.29% of portfolio, with an estimated market value of $3.5M.

What does the chart on this MSFT ownership page compare?

The chart compares S&T BANK/PA'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.

How well did S&T BANK/PA time their MSFT position?

Based on 13F filing dates vs. subsequent MSFT price moves, S&T BANK/PA correctly timed 49 out of 116 reported position changes (42%). The annualised alpha on MSFT relative to SPY over the holding period was +2.0%.

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