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Summit Investment Advisors, Inc.\KS’s Microsoft MSFT Stock Holding History

Summit Investment Advisors, Inc.\KS’s Portfolio MSFT Stock Details MSFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.01M Buy
1,971
+1
+0.1% +$462 0.46% 34
2026
Q2 		$735K Buy
1,970
+26
+1% +$10.5K 0.34% 42
2026
Q1 		$720K Buy
1,944
+1
+0.1% +$418 0.37% 42
2025
Q4 		$940K Buy
+1,943
New +$974K 0.5% 34

Other funds holding MSFT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Summit Investment Advisors, Inc.\KS's MSFT Position: Q3 2026 in Review

Summit Investment Advisors, Inc.\KS increased its Microsoft (MSFT) stake by 0.05% in Q3 2026, buying an estimated $462 and bringing the position to 1,971 shares worth $1.01M. The position accounts for 0.46% of the portfolio, ranked #34.

Summit Investment Advisors, Inc.\KS first reported a position in MSFT in Q4 2025 and has held it in 4 quarters since. 5,551 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Summit Investment Advisors, Inc.\KS held 1,971 shares of Microsoft worth $1.01M as of Q3 2026.
  • Summit Investment Advisors, Inc.\KS bought 1 Microsoft share in Q3 2026, an estimated $462.
  • Microsoft made up 0.46% of Summit Investment Advisors, Inc.\KS's portfolio in Q3 2026, its #34 holding.
  • Summit Investment Advisors, Inc.\KS first reported a position in Microsoft in Q4 2025 and has held it in 4 quarters since.
  • 5,551 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Summit Investment Advisors, Inc.\KS's 13F filing for Q3 2026, filed 5 Nov 2026.