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 Q3	$373K	Sell	726 -125	-15%	-$57.8K	0.09%	62
2026 Q2	$318K	Hold	851	–	–	0.08%	68
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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Summit Investment Advisory Services's MSFT Position: Q3 2026 in Review

Summit Investment Advisory Services reduced its Microsoft (MSFT) stake by 15% in Q3 2026, selling an estimated $57.8K and leaving 726 shares worth $373K. The position accounts for 0.09% of the portfolio, ranked #62.

Summit Investment Advisory Services first reported a position in MSFT in Q2 2023 and has held it in 13 quarters since. The position peaked at $547K in Q2 2024. 4,498 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

Summit Investment Advisory Services held 726 shares of Microsoft worth $373K as of Q3 2026.
Summit Investment Advisory Services sold 125 Microsoft shares in Q3 2026, an estimated $57.8K.
Microsoft made up 0.09% of Summit Investment Advisory Services's portfolio in Q3 2026, its #62 holding.
Summit Investment Advisory Services first reported a position in Microsoft in Q2 2023 and has held it in 13 quarters since.
Summit Investment Advisory Services's Microsoft position peaked at $547K in Q2 2024.
4,498 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Summit Investment Advisory Services's 13F filing for Q3 2026, filed 3 Nov 2026.