SMFG
MSFT icon

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 $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

Sumitomo Mitsui Financial Group's MSFT Position: Q2 2026 in Review

Sumitomo Mitsui Financial Group reduced its Microsoft (MSFT) stake by 0.82% in Q2 2026, selling an estimated $419K and leaving 125,950 shares worth $47M. The position accounts for 0.89% of the portfolio, ranked #23.

Sumitomo Mitsui Financial Group first reported a position in MSFT in Q1 2017 and has held it in 38 quarters since. The position peaked at $53.4M in Q3 2025. 6,238 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Sumitomo Mitsui Financial Group held 125,950 shares of Microsoft worth $47M as of Q2 2026.
  • Sumitomo Mitsui Financial Group sold 1,035 Microsoft shares in Q2 2026, an estimated $419K.
  • Microsoft made up 0.89% of Sumitomo Mitsui Financial Group's portfolio in Q2 2026, its #23 holding.
  • Sumitomo Mitsui Financial Group first reported a position in Microsoft in Q1 2017 and has held it in 38 quarters since.
  • Sumitomo Mitsui Financial Group's Microsoft position peaked at $53.4M in Q3 2025.
  • 6,238 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.