SSA
MSFT icon

Sierra Summit Advisors’s Microsoft MSFT Stock Holding History

Sierra Summit Advisors’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 		$745K Sell
1,997
-322
-14% -$130K 0.08% 155
2026
Q1 		$858K Buy
2,319
+394
+20% +$165K 0.12% 131
2025
Q4 		$931K Buy
1,925
+34
+2% +$17K 0.14% 98
2025
Q3 		$979K Sell
1,891
-74
-4% -$37.8K 0.15% 88
2025
Q2 		$977K Sell
1,965
-867
-31% -$377K 0.17% 82
2025
Q1 		$1.06M Sell
2,832
-1,560
-36% -$636K 0.23% 68
2024
Q4 		$1.85M Sell
4,392
-20,618
-82% -$8.78M 0.37% 46
2024
Q3 		$10.8M Buy
25,010
+2,714
+12% +$1.16M 2.47% 11
2024
Q2 		$9.97M Buy
22,296
+579
+3% +$245K 2.47% 14
2024
Q1 		$9.14M Sell
21,717
-12,058
-36% -$4.88M 2.49% 16
2023
Q4 		$12.7M Buy
+33,775
New +$12M 3.71% 2

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sierra Summit Advisors's MSFT Position: Q2 2026 in Review

Sierra Summit Advisors reduced its Microsoft (MSFT) stake by 14% in Q2 2026, selling an estimated $130K and leaving 1,997 shares worth $745K. The position accounts for 0.08% of the portfolio, ranked #155.

Sierra Summit Advisors first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.7M in Q4 2023. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Sierra Summit Advisors held 1,997 shares of Microsoft worth $745K as of Q2 2026.
  • Sierra Summit Advisors sold 322 Microsoft shares in Q2 2026, an estimated $130K.
  • Microsoft made up 0.08% of Sierra Summit Advisors's portfolio in Q2 2026, its #155 holding.
  • Sierra Summit Advisors first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • Sierra Summit Advisors's Microsoft position peaked at $12.7M in Q4 2023.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Sierra Summit Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.