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Stone Summit Wealth’s Microsoft MSFT Stock Holding History

Stone Summit Wealth’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 		$23.1M Buy
61,882
+387
+0.6% +$157K 5.86% 1
2026
Q1 		$22.8M Sell
61,495
-131
-0.2% -$54.8K 6.33% 1
2025
Q4 		$29.8M Buy
61,626
+2
+0% +$1K 8.08% 1
2025
Q3 		$31.9M Sell
61,624
-15
-0% -$7.65K 9.05% 1
2025
Q2 		$30.7M Sell
61,639
-31
-0.1% -$13.5K 9.5% 1
2025
Q1 		$23.2M Sell
61,670
-198
-0.3% -$80.7K 7.84% 1
2024
Q4 		$26.1M Sell
61,868
-88
-0.1% -$37.5K 8.75% 1
2024
Q3 		$26.7M Sell
61,956
-99
-0.2% -$42.3K 8.6% 1
2024
Q2 		$27.7M Sell
62,055
-25
-0% -$10.6K 9.94% 1
2024
Q1 		$26.1M Buy
62,080
+45
+0.1% +$18.2K 9.08% 1
2023
Q4 		$23.3M Sell
62,035
-363
-0.6% -$129K 8.95% 1
2023
Q3 		$19.7M Buy
62,398
+189
+0.3% +$62.5K 8.44% 1
2023
Q2 		$21.2M Sell
62,209
-212
-0.3% -$66.4K 8.78% 1
2023
Q1 		$18M Sell
62,421
-114
-0.2% -$29.1K 8% 1
2022
Q4 		$15M Sell
62,535
-153
-0.2% -$36.7K 7.35% 1
2022
Q3 		$14.6M Sell
62,688
-115
-0.2% -$30.4K 8.97% 1
2022
Q2 		$16.1M Buy
62,803
+1,454
+2% +$395K 9.63% 1
2022
Q1 		$19M Buy
61,349
+59,918
+4,187% +$18M 10.63% 1
2021
Q4 		$481K Buy
+1,431
New +$464K 0.39% 81

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

Stone Summit Wealth's MSFT Position: Q2 2026 in Review

Stone Summit Wealth increased its Microsoft (MSFT) stake by 0.63% in Q2 2026, buying an estimated $157K and bringing the position to 61,882 shares worth $23.1M. The position accounts for 5.86% of the portfolio, ranked #1.

Stone Summit Wealth first reported a position in MSFT in Q4 2021 and has held it in 19 quarters since. The position peaked at $31.9M in Q3 2025. 6,192 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Stone Summit Wealth held 61,882 shares of Microsoft worth $23.1M as of Q2 2026.
  • Stone Summit Wealth bought 387 Microsoft shares in Q2 2026, an estimated $157K.
  • Microsoft made up 5.86% of Stone Summit Wealth's portfolio in Q2 2026, its #1 holding.
  • Stone Summit Wealth first reported a position in Microsoft in Q4 2021 and has held it in 19 quarters since.
  • Stone Summit Wealth's Microsoft position peaked at $31.9M in Q3 2025.
  • 6,192 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Stone Summit Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.