Microsoft Holdings Decline at Trust Asset Management

Investment firm cuts stake in tech giant by 3.6% in Q4 2025

Apr. 3, 2026 at 9:06am

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Trust Asset Management LLC lowered its holdings in Microsoft Corporation (NASDAQ:MSFT) by 3.6% during the fourth quarter of 2025, according to the company's most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 82,545 shares of the software giant's stock, valued at $39.92 million as of the filing.

Why it matters

Microsoft is one of the most widely held and influential technology stocks, so changes in institutional ownership can provide insights into broader market sentiment and investment trends around the company.

The details

Trust Asset Management reduced its Microsoft position by 3,069 shares in Q4 2025, bringing its total holdings to 82,545 shares. The stock represented about 2.7% of the firm's overall investment portfolio, making it the 5th largest position.

  • Trust Asset Management filed its Q4 2025 13F report on April 3, 2026.

The players

Trust Asset Management LLC

An investment management firm that lowered its stake in Microsoft during the fourth quarter of 2025.

Microsoft Corporation

The American multinational technology company and developer of the Windows operating system and Microsoft 365 productivity suite.

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The takeaway

While Trust Asset Management reduced its Microsoft holdings, the stock remains a significant position in the firm's portfolio, reflecting the continued importance of the tech giant in institutional investment strategies.