SCM
MSFT icon

Summerhill Capital Management’s Microsoft MSFT Stock Holding History

Summerhill Capital Management’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 		$8.16M Buy
21,887
+4,746
+28% +$1.92M 6.52% 7
2026
Q1 		$6.35M Buy
17,141
+843
+5% +$353K 5.54% 8
2025
Q4 		$7.88M Buy
16,298
+11
+0.1% +$5.51K 7.28% 8
2025
Q3 		$8.44M Sell
16,287
-24
-0.1% -$12.2K 8.76% 5
2025
Q2 		$8.11M Sell
16,311
-78
-0.5% -$33.9K 9.1% 4
2025
Q1 		$6.15M Sell
16,389
-11,101
-40% -$4.53M 8.25% 7
2024
Q4 		$11.6M Buy
27,490
+557
+2% +$237K 8.65% 3
2024
Q3 		$11.6M Buy
26,933
+182
+0.7% +$77.8K 7.95% 1
2024
Q2 		$12M Sell
26,751
-1,164
-4% -$492K 8.47% 2
2024
Q1 		$11.7M Buy
+27,915
New +$11.3M 7.47% 3

Other funds holding MSFT

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Summerhill Capital Management's MSFT Position: Q2 2026 in Review

Summerhill Capital Management increased its Microsoft (MSFT) stake by 28% in Q2 2026, buying an estimated $1.92M and bringing the position to 21,887 shares worth $8.16M. The position accounts for 6.52% of the portfolio, ranked #7.

Summerhill Capital Management first reported a position in MSFT in Q1 2024 and has held it in 10 quarters since. The position peaked at $12M in Q2 2024. 3,620 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Summerhill Capital Management held 21,887 shares of Microsoft worth $8.16M as of Q2 2026.
  • Summerhill Capital Management bought 4,746 Microsoft shares in Q2 2026, an estimated $1.92M.
  • Microsoft made up 6.52% of Summerhill Capital Management's portfolio in Q2 2026, its #7 holding.
  • Summerhill Capital Management first reported a position in Microsoft in Q1 2024 and has held it in 10 quarters since.
  • Summerhill Capital Management's Microsoft position peaked at $12M in Q2 2024.
  • 3,620 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Summerhill Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.