Summit Investment Advisory Services’s Microsoft MSFT Stock Holding History

Summit Investment Advisory Services’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	$315K	Hold	851	–	–	0.12%	57
2025 Q4	$412K	Buy	851 +125	+17%	+$62.6K	0.16%	48
2025 Q3	$376K	Buy	726 +12	+2%	+$6.12K	0.15%	46
2025 Q2	$355K	Sell	714 -435	-38%	-$189K	0.15%	46
2025 Q1	$431K	Buy	1,149 +354	+45%	+$144K	0.21%	42
2024 Q4	$335K	Hold	795	–	–	0.17%	50
2024 Q3	$342K	Sell	795 -430	-35%	-$184K	0.18%	46
2024 Q2	$547K	Buy	1,225 +88	+8%	+$37.2K	0.64%	26
2024 Q1	$478K	Buy	1,137 +292	+35%	+$118K	0.28%	39
2023 Q4	$318K	Buy	+845	New	+$301K	0.2%	46
2023 Q3	–	Sell	-693	Closed	-$236K	–	57
2023 Q2	$236K	Buy	+693	New	+$217K	0.16%	49

Other funds holding MSFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Summit Investment Advisory Services's MSFT Position: Q1 2026 in Review

Summit Investment Advisory Services held its Microsoft (MSFT) position steady in Q1 2026 at 851 shares worth $315K. The position accounts for 0.12% of the portfolio, ranked #57.

Summit Investment Advisory Services first reported a position in MSFT in Q2 2023 and has held it in 11 quarters since. The position peaked at $547K in Q2 2024. 6,181 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Summit Investment Advisory Services held 851 shares of Microsoft worth $315K as of Q1 2026.
Summit Investment Advisory Services left its Microsoft share count unchanged in Q1 2026.
Microsoft made up 0.12% of Summit Investment Advisory Services's portfolio in Q1 2026, its #57 holding.
Summit Investment Advisory Services first reported a position in Microsoft in Q2 2023 and has held it in 11 quarters since.
Summit Investment Advisory Services's Microsoft position peaked at $547K in Q2 2024.
6,181 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Summit Investment Advisory Services's 13F filing for Q1 2026, filed 23 Apr 2026.