SEC 13F Intelligence

First United Bank & Trust / MSFT

First United Bank & Trust’s Microsoft Corp Position

Does First United Bank & Trust own Microsoft Corp (MSFT)? Yes — 14.6K shares worth $5M (+1.76% of its 13F portfolio) as of Q1 2026, down from 15.4K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
14.6K
% of Portfolio
+1.76%
Quarters Held
30
currently held

Position History MSFT

Reported value by quarter
Q4 ’18: $907,000Q4 ’18Q1 ’19: $1MQ2 ’19: $1MQ3 ’19: $2MQ4 ’19: $2MQ4 ’19Q1 ’20: $3MQ2 ’20: $4MQ3 ’20: $4MQ4 ’20: $5MQ4 ’20Q1 ’21: $5MQ2 ’21: $5MQ3 ’21: $6MQ4 ’21: $7MQ4 ’21Q1 ’22: $6MQ2 ’22: $5MQ3 ’22: $5MQ4 ’22: $5MQ4 ’22Q1 ’23: $6MQ2 ’23: $7MQ3 ’23: $6MQ4 ’23: $7MQ4 ’23Q1 ’24: $8MQ2 ’24: $8MQ3 ’24: $8MQ4 ’24: $7MQ4 ’24Q1 ’25: $6MQ2 ’25: $8MQ3 ’25: $9MQ4 ’25: $7MQ4 ’25Q1 ’26: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202614.6K$5M+1.76%
Q4 202515.4K$7M+2.37%
Q3 202516.5K$9M+2.77%
Q2 202516.7K$8M+2.90%
Q1 202516.8K$6M+2.36%
Q4 202417.3K$7M+2.65%
Q3 202417.4K$8M+2.70%
Q2 202418.6K$8M+3.09%
Q1 202418.8K$8M+2.93%
Q4 202319.0K$7M+2.86%
Q3 202319.9K$6M+2.92%
Q2 202320.0K$7M+3.03%
Q1 202320.3K$6M+2.75%
Q4 202220.5K$5M+2.40%
Q3 202220.8K$5M+2.44%
Q2 202221.3K$5M+2.51%
Q1 202220.8K$6M+2.52%
Q4 202121.4K$7M+2.65%
Q3 202119.8K$6M+2.28%
Q2 202120.0K$5M+2.26%
Q1 202120.5K$5M+2.07%
Q4 202020.3K$5M+2.18%
Q3 202019.8K$4M+2.33%
Q2 202019.7K$4M+2.37%
Q1 202017.6K$3M+1.99%
Q4 201915.7K$2M+1.43%
Q3 201914.7K$2M+1.28%
Q2 201910.8K$1M+0.85%
Q1 20198.9K$1M+0.65%
Q4 20188.9K$907,000+0.64%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See First United Bank & Trust’s full portfolio or all institutional holders of MSFT.