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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
Q2 		$819K Buy
2,195
+11
+0.5% +$4.45K 0.56% 23
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 $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

Summit Financial Consulting's MSFT Position: Q2 2026 in Review

Summit Financial Consulting increased its Microsoft (MSFT) stake by 0.5% in Q2 2026, buying an estimated $4.45K and bringing the position to 2,195 shares worth $819K. The position accounts for 0.56% of the portfolio, ranked #23.

Summit Financial Consulting first reported a position in MSFT in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.12M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Summit Financial Consulting held 2,195 shares of Microsoft worth $819K as of Q2 2026.
  • Summit Financial Consulting bought 11 Microsoft shares in Q2 2026, an estimated $4.45K.
  • Microsoft made up 0.56% of Summit Financial Consulting's portfolio in Q2 2026, its #23 holding.
  • Summit Financial Consulting first reported a position in Microsoft in Q1 2025 and has held it in 6 quarters since.
  • Summit Financial Consulting's Microsoft position peaked at $1.12M in Q3 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Summit Financial Consulting's 13F filing for Q2 2026, filed 7 Aug 2026.