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Summit Wealth Group’s Microsoft MSFT Stock Holding History

Summit Wealth Group’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 		$2.64M Sell
7,085
-367
-5% -$148K 0.54% 36
2026
Q1 		$2.76M Buy
7,452
+728
+11% +$305K 0.63% 33
2025
Q4 		$3.25M Buy
6,724
+288
+4% +$144K 0.76% 30
2025
Q3 		$3.33M Sell
6,436
-216
-3% -$110K 0.81% 29
2025
Q2 		$3.31M Buy
6,652
+169
+3% +$73.4K 0.85% 29
2025
Q1 		$2.43M Sell
6,483
-45
-0.7% -$18.3K 0.71% 29
2024
Q4 		$2.75M Sell
6,528
-21
-0.3% -$8.95K 0.8% 27
2024
Q3 		$2.82M Buy
6,549
+5
+0.1% +$2.14K 0.81% 27
2024
Q2 		$2.92M Buy
+6,544
New +$2.76M 0.88% 25
2023
Q3 		– Sell
-2,370
Closed -$807K – 57
2023
Q2 		$807K Buy
2,370
+2,363
+33,757% +$741K 0.33% 39
2023
Q1 		$2K Buy
+7
New +$1.79K 0.05% 97
2021
Q4 		– Sell
-2,560
Closed -$722K – 43
2021
Q3 		$722K Buy
+2,560
New +$745K 1.14% 15
2021
Q1 		– Sell
-2,319
Closed -$516K – 201
2020
Q4 		$516K Hold
2,319
– – 0.32% 28
2020
Q3 		$488K Sell
2,319
-85
-4% -$17.9K 0.42% 20
2020
Q2 		$489K Buy
2,404
+325
+16% +$59K 0.45% 19
2020
Q1 		$328K Hold
2,079
– – 0.33% 21
2019
Q4 		$328K Buy
+2,079
New +$305K 0.31% 23

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 Wealth Group's MSFT Position: Q2 2026 in Review

Summit Wealth Group reduced its Microsoft (MSFT) stake by 4.9% in Q2 2026, selling an estimated $148K and leaving 7,085 shares worth $2.64M. The position accounts for 0.54% of the portfolio, ranked #36.

Summit Wealth Group first reported a position in MSFT in Q4 2019 and has held it in 17 quarters since. The position peaked at $3.33M in Q3 2025. 6,233 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Summit Wealth Group held 7,085 shares of Microsoft worth $2.64M as of Q2 2026.
  • Summit Wealth Group sold 367 Microsoft shares in Q2 2026, an estimated $148K.
  • Microsoft made up 0.54% of Summit Wealth Group's portfolio in Q2 2026, its #36 holding.
  • Summit Wealth Group first reported a position in Microsoft in Q4 2019 and has held it in 17 quarters since.
  • Summit Wealth Group's Microsoft position peaked at $3.33M in Q3 2025.
  • 6,233 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Summit Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.