SFC
MSFT icon

Summit Financial Consulting’s Microsoft MSFT Stock Holding History

Summit Financial Consulting’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
Q1 		$808K Sell
2,184
-25
-1% -$10.5K 0.58% 22
2025
Q4 		$1.07M Buy
2,209
+52
+2% +$26.1K 0.78% 15
2025
Q3 		$1.12M Sell
2,157
-1
-0% -$510 0.89% 16
2025
Q2 		$1.07M Sell
2,158
-82
-4% -$35.6K 0.96% 15
2025
Q1 		$841K Buy
+2,240
New +$913K 0.78% 19

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

Summit Financial Consulting's MSFT Position: Q1 2026 in Review

Summit Financial Consulting reduced its Microsoft (MSFT) stake by 1.1% in Q1 2026, selling an estimated $10.5K and leaving 2,184 shares worth $808K. The position accounts for 0.58% of the portfolio, ranked #22.

Summit Financial Consulting first reported a position in MSFT in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.12M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Summit Financial Consulting held 2,184 shares of Microsoft worth $808K as of Q1 2026.
  • Summit Financial Consulting sold 25 Microsoft shares in Q1 2026, an estimated $10.5K.
  • Microsoft made up 0.58% of Summit Financial Consulting's portfolio in Q1 2026, its #22 holding.
  • Summit Financial Consulting first reported a position in Microsoft in Q1 2025 and has held it in 5 quarters since.
  • Summit Financial Consulting's Microsoft position peaked at $1.12M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Summit Financial Consulting's 13F filing for Q1 2026, filed 10 Apr 2026.