Wilmington Savings Fund Society, FSB 13F: Cuts MSFT Stake by $3.1M
Key Points
- Wilmington Savings Fund Society lowered its Microsoft Corporation holdings by 2.2% during the period, leaving it with 262,866 shares worth about $134.8 million.
- Microsoft Corporation recently traded around $524.52, sitting well above its 200-day moving average of $436.31.
- Wall Street maintains a strong buy consensus on the software giant as it heads toward its October 28, 2026 earnings report.
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In a Form 13F filing on October 23, 2026, Wilmington Savings Fund Society reported a reduced stake in Microsoft Corporation MSFT. The filing provides a look at portfolio adjustments made by the institution during the latest period.
MSFT
Microsoft Corporation
What Changed in Wilmington Savings Fund Society's Microsoft Position
Wilmington Savings Fund Society trimmed its holdings in Microsoft Corporation by 6,047 shares, representing a 2.2% reduction. The firm ended the period with 262,866 shares of the software maker, with a reported value of $134,823,971. Prior to this adjustment, the fund held 268,913 shares.
Other Institutional Activity in Microsoft
Other institutional investors have also adjusted their positions in Microsoft Corporation. Campbell Newman Asset Management grew its holdings by 9,734 shares, ending with 143,438 shares worth about $73,569,350. BSN CAPITAL PARTNERS held 816,767 shares valued at approximately $405,219,225.
Microsoft Corporation Stock Down 1.6%
Microsoft Corporation shares closed at $524.51 on October 23, 2026, and recently traded at $524.52. The stock is positioned well above its 200-day moving average of $436.31 and trades below its 52-week high of $553.72.
Recent Earnings
Microsoft Corporation generated trailing twelve month revenue of $331,839,012,864 with earnings of $17.95 per share. The company reports its next financial results on October 28, 2026.
Dividend
Microsoft Corporation pays an annual dividend of $3.92 per share, yielding 0.75% with a payout ratio of 19.8%.
Insider Buying and Selling at Microsoft Corporation
Company insiders executed several transactions prior to the filing. CEO Satya Nadella disposed of 86,525 shares valued at $43,388,532 on September 1, 2026. CFO Amy E Hood sold 41,674 shares for $20,764,845 on September 14, 2026, and another 7,305 shares for $3,984,303 on October 13, 2026. Officer Judson Althoff sold 10,000 shares worth $4,878,930 on August 5, 2026.
Analysts Set New Price Targets
Analyst firms have updated their outlooks ahead of the company's reporting date. UBS maintained a Buy rating and set a $675.0 target on October 15, 2026. StoneX maintained a Buy rating with a $600.0 target on October 16, 2026. Bernstein maintained an Outperform rating and raised its target to $662.0 on October 19, 2026. BMO Capital maintained an Outperform rating with a $600.0 target on October 20, 2026. Guggenheim reiterated a Buy rating at $586.0 on October 21, 2026. The stock carries a consensus strong buy recommendation.
About Microsoft
Headquartered in Redmond, Washington, Microsoft Corporation builds technology solutions, operating systems, productivity software, and cloud infrastructure for individual and enterprise customers globally.
Bottom Line
Institutional adjustments like this filing show how large managers rebalance portfolios. Investors will look to the upcoming October 28 earnings release for further details on the company's financial trajectory.
Related Filing Alerts
Source: Wilmington Savings Fund Society, FSB's 13F filing on $MSFT (Oct 23, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts