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Shum Financial Group’s Microsoft MSFT Stock Holding History

Shum Financial Group’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
Q2 		$4.83M Buy
12,956
+591
+5% +$239K 2.91% 6
2026
Q1 		$4.58M Buy
12,365
+1,130
+10% +$473K 3.24% 6
2025
Q4 		$5.43M Buy
11,235
+248
+2% +$124K 3.91% 4
2025
Q3 		$5.69M Buy
+10,987
New +$5.6M 4.25% 4
2025
Q1 		$4.08M Buy
10,881
+317
+3% +$129K 3.53% 5
2024
Q4 		$4.45M Sell
10,564
-794
-7% -$338K 3.85% 4
2024
Q3 		$4.67M Buy
+11,358
New +$4.86M 3.9% 5

Other funds holding MSFT

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Shum Financial Group's MSFT Position: Q2 2026 in Review

Shum Financial Group increased its Microsoft (MSFT) stake by 4.8% in Q2 2026, buying an estimated $239K and bringing the position to 12,956 shares worth $4.83M. The position accounts for 2.91% of the portfolio, ranked #6.

Shum Financial Group first reported a position in MSFT in Q3 2024 and has held it in 7 quarters since. The position peaked at $5.69M in Q3 2025. 3,848 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Shum Financial Group held 12,956 shares of Microsoft worth $4.83M as of Q2 2026.
  • Shum Financial Group bought 591 Microsoft shares in Q2 2026, an estimated $239K.
  • Microsoft made up 2.91% of Shum Financial Group's portfolio in Q2 2026, its #6 holding.
  • Shum Financial Group first reported a position in Microsoft in Q3 2024 and has held it in 7 quarters since.
  • Shum Financial Group's Microsoft position peaked at $5.69M in Q3 2025.
  • 3,848 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Shum Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.