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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
2024
Q3 		– Sell
-15,500
Closed -$131K – 187
2024
Q2 		$131K Buy
15,500
+9,000
+138% +$3.8M ﹤0.01% 132
2024
Q1 		$126K Buy
+6,500
New +$2.63M ﹤0.01% 136
2023
Q4 		– Sell
-2,500
Closed -$54.6K – 174
2023
Q3 		$54.6K Buy
+2,500
New +$826K ﹤0.01% 137
2022
Q3 		– Sell
-50,000
Closed -$291K – 202
2022
Q2 		$291K Buy
+50,000
New +$13.6M 0.01% 161

Other funds holding MSFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
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.