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Charles Schwab Trust Co Boosts Microsoft Stock Position
Institutional investor increases stake in software giant by 6.5% in Q4
Mar. 29, 2026 at 7:33am
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Charles Schwab Trust Co raised its position in Microsoft Corporation (NASDAQ:MSFT) by 6.5% during the fourth quarter, according to the company's most recent 13F filing with the Securities and Exchange Commission. The institutional investor now owns 23,236 shares of the software giant's stock, valued at $11,237,000 at the end of the reporting period.
Why it matters
This filing indicates continued institutional confidence in Microsoft's long-term growth potential, as major investors like Charles Schwab Trust Co increase their stakes in the company. Microsoft's diversified product portfolio spanning operating systems, productivity software, cloud infrastructure, and gaming has made it a dominant force in the technology sector.
The details
According to the 13F filing, Charles Schwab Trust Co purchased an additional 1,428 shares of Microsoft stock during the fourth quarter. This brings the firm's total position in Microsoft to 23,236 shares. The increased stake represents a 6.5% boost to the firm's previous Microsoft holdings.
- The 13F filing covers the fourth quarter of 2025, ending on December 31st.
- Charles Schwab Trust Co made the additional share purchases during the fourth quarter of 2025.
The players
Charles Schwab Trust Co
An institutional investor and subsidiary of The Charles Schwab Corporation, one of the largest financial services firms in the United States.
Microsoft Corporation
A multinational technology company headquartered in Redmond, Washington, known for its Windows operating system, Microsoft 365 productivity suite, and cloud computing services.
The takeaway
This filing demonstrates the continued institutional confidence in Microsoft's long-term growth potential, as major investors like Charles Schwab Trust Co increase their stakes in the company. Microsoft's diversified product portfolio and dominant position in key technology sectors make it an attractive investment for institutional funds.
