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 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	Sell	2,370 -680,857	-100%	-$213M	0.33%	39
2023 Q1	$2K	Buy	+683,227	New	+$174M	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 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 Wealth Group's MSFT Position: Q1 2026 in Review

Summit Wealth Group increased its Microsoft (MSFT) stake by 11% in Q1 2026, buying an estimated $305K and bringing the position to 7,452 shares worth $2.76M. The position accounts for 0.63% of the portfolio, ranked #33.

Summit Wealth Group first reported a position in MSFT in Q4 2019 and has held it in 16 quarters since. The position peaked at $3.33M in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Summit Wealth Group held 7,452 shares of Microsoft worth $2.76M as of Q1 2026.
Summit Wealth Group bought 728 Microsoft shares in Q1 2026, an estimated $305K.
Microsoft made up 0.63% of Summit Wealth Group's portfolio in Q1 2026, its #33 holding.
Summit Wealth Group first reported a position in Microsoft in Q4 2019 and has held it in 16 quarters since.
Summit Wealth Group's Microsoft position peaked at $3.33M in Q3 2025.
6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Summit Wealth Group's 13F filing for Q1 2026, filed 4 May 2026.