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Summit Financial Wealth Advisors’s Microsoft MSFT Stock Holding History

Summit Financial Wealth Advisors’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 		$5.79M Buy
15,528
+1,224
+9% +$495K 0.74% 32
2026
Q1 		$5.29M Buy
14,304
+2,580
+22% +$1.08M 0.75% 32
2025
Q4 		$5.67M Sell
11,724
-239
-2% -$120K 0.81% 30
2025
Q3 		$6.22M Buy
11,963
+1,807
+18% +$922K 0.96% 27
2025
Q2 		$5.05M Buy
10,156
+1,383
+16% +$601K 0.91% 30
2025
Q1 		$3.29M Buy
8,773
+11
+0.1% +$4.49K 0.65% 33
2024
Q4 		$3.6M Sell
8,762
-53
-0.6% -$22.6K 0.7% 32
2024
Q3 		$3.79M Buy
8,815
+6
+0.1% +$2.56K 0.71% 34
2024
Q2 		$3.94M Sell
8,809
-538
-6% -$227K 0.8% 28
2024
Q1 		$3.93M Sell
9,347
-65
-0.7% -$26.3K 0.8% 30
2023
Q4 		$3.54M Buy
9,412
+96
+1% +$34.2K 0.8% 29
2023
Q3 		$3.36M Buy
9,316
+1,332
+17% +$440K 0.82% 30
2023
Q2 		$2.72M Sell
7,984
-103
-1% -$32.3K 0.63% 35
2023
Q1 		$2.33M Sell
8,087
-34
-0.4% -$8.67K 0.55% 35
2022
Q4 		$1.95M Sell
8,121
-875
-10% -$210K 0.47% 40
2022
Q3 		$2.04M Buy
8,996
+30
+0.3% +$7.92K 0.59% 32
2022
Q2 		$2.32M Buy
8,966
+247
+3% +$67K 0.55% 35
2022
Q1 		$2.69M Sell
8,719
-1,056
-11% -$318K 0.54% 35
2021
Q4 		$3.22M Sell
9,775
-956
-9% -$310K 0.62% 34
2021
Q3 		$3.02M Buy
10,731
+710
+7% +$207K 0.69% 33
2021
Q2 		$2.71M Sell
10,021
-1,208
-11% -$307K 0.61% 35
2021
Q1 		$2.5M Sell
11,229
-397
-3% -$92.1K 0.64% 32
2020
Q4 		$2.44M Sell
11,626
-822
-7% -$177K 0.67% 30
2020
Q3 		$2.52M Sell
12,448
-234
-2% -$49.1K 0.67% 29
2020
Q2 		$2.7M Buy
12,682
+257
+2% +$46.7K 0.72% 29
2020
Q1 		$2.05M Sell
12,425
-2,115
-15% -$348K 0.65% 29
2019
Q4 		$2.36M Sell
14,540
-776
-5% -$114K 0.57% 40
2019
Q3 		$2.14M Sell
15,316
-210
-1% -$28.9K 0.52% 43
2019
Q2 		$2.08M Buy
15,526
+200
+1% +$25.4K 0.51% 48
2019
Q1 		$1.84M Sell
15,326
-468
-3% -$51.1K 0.49% 52
2018
Q4 		$1.6M Sell
15,794
-100
-0.6% -$10.7K 0.52% 51
2018
Q3 		$1.71M Sell
15,894
-967
-6% -$105K 0.51% 53
2018
Q2 		$1.54M Hold
16,861
– – 0.51% 52
2018
Q1 		$1.54M Sell
16,861
-615
-4% -$56.2K 0.51% 52
2017
Q4 		$1.5M Sell
17,476
-4,042
-19% -$332K 0.51% 53
2017
Q3 		$1.6M Sell
21,518
-2,544
-11% -$186K 0.58% 48
2017
Q2 		$1.66M Sell
24,062
-1,669
-6% -$115K 0.66% 47
2017
Q1 		$1.7M Sell
25,731
-365
-1% -$23.4K 0.74% 41
2016
Q4 		$1.62M Buy
26,096
+43
+0.2% +$2.59K 0.71% 42
2016
Q3 		$1.5M Sell
26,053
-3,012
-10% -$170K 0.65% 44
2016
Q2 		$1.49M Sell
29,065
-2,828
-9% -$147K 0.62% 43
2016
Q1 		$1.76M Buy
31,893
+2,399
+8% +$126K 0.77% 37
2015
Q4 		$1.64M Buy
29,494
+20,494
+228% +$1.08M 0.75% 39
2015
Q3 		$398K Sell
9,000
-525
-6% -$23.6K 0.26% 60
2015
Q2 		$420K Buy
9,525
+625
+7% +$28.5K 0.26% 61
2015
Q1 		$424K Sell
8,900
-25
-0.3% -$1.09K 0.29% 52
2014
Q4 		$415K Buy
+8,925
New +$419K 0.29% 49

Other funds holding MSFT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Summit Financial Wealth Advisors's MSFT Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its Microsoft (MSFT) stake by 8.6% in Q2 2026, buying an estimated $495K and bringing the position to 15,528 shares worth $5.79M. The position accounts for 0.74% of the portfolio, ranked #32.

Summit Financial Wealth Advisors first reported a position in MSFT in Q4 2014 and has held it in 47 quarters since. The position peaked at $6.22M in Q3 2025. 1,139 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Summit Financial Wealth Advisors held 15,528 shares of Microsoft worth $5.79M as of Q2 2026.
  • Summit Financial Wealth Advisors bought 1,224 Microsoft shares in Q2 2026, an estimated $495K.
  • Microsoft made up 0.74% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #32 holding.
  • Summit Financial Wealth Advisors first reported a position in Microsoft in Q4 2014 and has held it in 47 quarters since.
  • Summit Financial Wealth Advisors's Microsoft position peaked at $6.22M in Q3 2025.
  • 1,139 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.