Sumitomo Mitsui Financial Group’s Microsoft MSFT Stock Holding History

Sumitomo Mitsui 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
2025 Q3	–	Sell	-1,320	Closed	-$24K	–	223
2025 Q2	$24K	Buy	+1,320	New	+$573K	﹤0.01%	209
2024 Q3	–	Sell	-941	Closed	-$20.3K	–	186
2024 Q2	$20.3K	Sell	941 -1,059	-53%	-$447K	﹤0.01%	164
2024 Q1	$55.6K	Hold	2,000	–	–	﹤0.01%	150
2023 Q4	$29K	Sell	2,000 -4,900	-71%	-$1.74M	﹤0.01%	147
2023 Q3	$13.9K	Sell	6,900 -6,300	-48%	-$2.08M	﹤0.01%	152
2023 Q2	$161K	Buy	13,200 +11,900	+915%	+$3.73M	0.01%	130
2023 Q1	$22.2K	Sell	1,300 -53,700	-98%	-$13.7M	﹤0.01%	153
2022 Q4	$158K	Sell	55,000 -10,000	-15%	-$2.4M	0.01%	137
2022 Q3	$358K	Buy	65,000 +56,400	+656%	+$14.9M	0.02%	148
2022 Q2	$24K	Buy	+8,600	New	+$2.33M	﹤0.01%	190
2020 Q2	–	Sell	-6,000	Closed	-$79K	–	150
2020 Q1	$79K	Hold	6,000	–	–	﹤0.01%	127
2019 Q4	$56K	Buy	+6,000	New	+$881K	﹤0.01%	119
2017 Q3	–	Sell	-41,634	Closed	-$2.87M	–	120
2017 Q2	$2.87M	Buy	+41,634	New	+$2.86M	0.59%	19

Other funds holding MSFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sumitomo Mitsui Financial Group's MSFT Position: Q1 2026 in Review

Sumitomo Mitsui Financial Group increased its Microsoft (MSFT) stake by 17% in Q1 2026, buying an estimated $7.74M and bringing the position to 126,985 shares worth $47M. The position accounts for 0.95% of the portfolio, ranked #21.

Sumitomo Mitsui Financial Group first reported a position in MSFT in Q1 2017 and has held it in 37 quarters since. The position peaked at $53.4M in Q3 2025. 6,186 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Sumitomo Mitsui Financial Group held 126,985 shares of Microsoft worth $47M as of Q1 2026.
Sumitomo Mitsui Financial Group bought 18,492 Microsoft shares in Q1 2026, an estimated $7.74M.
Microsoft made up 0.95% of Sumitomo Mitsui Financial Group's portfolio in Q1 2026, its #21 holding.
Sumitomo Mitsui Financial Group first reported a position in Microsoft in Q1 2017 and has held it in 37 quarters since.
Sumitomo Mitsui Financial Group's Microsoft position peaked at $53.4M in Q3 2025.
6,186 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q1 2026, filed 14 May 2026.