Bryn Mawr Trust Advisors Trims Microsoft Holdings

Investment firm reduces stake in software giant by 1% in Q3

Published on Feb. 27, 2026

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Bryn Mawr Trust Advisors LLC, an investment management firm, decreased its position in shares of Microsoft Corporation (NASDAQ:MSFT) by 1.0% during the 3rd quarter, according to a recent SEC filing. The firm now owns 174,384 shares of the software giant's stock, valued at $90,322,000.

Why it matters

Microsoft is one of the world's largest and most influential technology companies, so changes in institutional ownership of its stock can provide insights into broader market trends and investor sentiment around the company.

The details

Bryn Mawr Trust Advisors sold 1,782 shares of Microsoft stock during the 3rd quarter, reducing its total holdings to 174,384 shares. The firm cited unspecified portfolio management reasons for the sale. Microsoft makes up 4.5% of Bryn Mawr Trust Advisors' total investment portfolio, making it the firm's 4th largest holding.

  • Bryn Mawr Trust Advisors filed the 13F report disclosing the share sale on February 27, 2026.
  • The share sale occurred during the 3rd quarter of 2025.

The players

Bryn Mawr Trust Advisors LLC

An investment management firm based in Bryn Mawr, Pennsylvania that oversees over $10 billion in client assets.

Microsoft Corporation

A multinational technology company headquartered in Redmond, Washington that develops software, consumer electronics, personal computers, and related services.

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The takeaway

Bryn Mawr Trust Advisors' modest reduction in its Microsoft holdings does not necessarily signal broader concerns about the company's outlook. Portfolio managers routinely make adjustments to institutional investment positions for a variety of reasons. However, the move does provide a data point about how some large investors are positioning their Microsoft exposure amid the company's ongoing growth and evolution.