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Summit Wealth Partners’s Microsoft MSFT Stock Holding History

Summit Wealth Partners’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 		$5.75M Buy
15,413
+1,233
+9% +$499K 0.82% 35
2026
Q1 		$5.25M Buy
14,180
+8,646
+156% +$3.62M 0.83% 32
2025
Q4 		$2.68M Sell
5,534
-1,233
-18% -$618K 0.49% 45
2025
Q3 		$3.5M Buy
6,767
+1
+0% +$510 0.63% 39
2025
Q2 		$3.37M Sell
6,766
-25
-0.4% -$10.9K 0.64% 39
2025
Q1 		$2.55M Buy
6,791
+17
+0.3% +$6.93K 0.52% 47
2024
Q4 		$2.86M Buy
6,774
+804
+13% +$342K 0.59% 38
2024
Q3 		$2.57M Sell
5,970
-484
-7% -$207K 0.49% 43
2024
Q2 		$2.88M Buy
6,454
+829
+15% +$350K 0.6% 38
2024
Q1 		$2.37M Sell
5,625
-195
-3% -$78.9K 0.5% 39
2023
Q4 		$2.19M Sell
5,820
-31
-0.5% -$11K 0.51% 40
2023
Q3 		$1.85M Sell
5,851
-490
-8% -$162K 0.47% 41
2023
Q2 		$2.16M Hold
6,341
– – 0.54% 39
2023
Q1 		$1.83M Hold
6,341
– – 0.47% 40
2022
Q4 		$1.52M Sell
6,341
-226
-3% -$54.2K 0.4% 48
2022
Q3 		$1.53M Buy
6,567
+90
+1% +$23.8K 0.43% 41
2022
Q2 		$1.66M Buy
6,477
+384
+6% +$104K 0.45% 38
2022
Q1 		$1.88M Sell
6,093
-199
-3% -$59.9K 0.43% 36
2021
Q4 		$2.12M Buy
6,292
+22
+0.4% +$7.13K 0.45% 34
2021
Q3 		$1.77M Buy
6,270
+327
+6% +$95.1K 0.42% 37
2021
Q2 		$1.61M Buy
5,943
+23
+0.4% +$5.85K 0.38% 40
2021
Q1 		$1.4M Sell
5,920
-442
-7% -$103K 0.36% 43
2020
Q4 		$1.42M Buy
6,362
+15
+0.2% +$3.23K 0.38% 41
2020
Q3 		$1.34M Sell
6,347
-49
-0.8% -$10.3K 0.4% 43
2020
Q2 		$1.3M Buy
6,396
+1,342
+27% +$244K 0.42% 46
2020
Q1 		$797K Buy
5,054
+367
+8% +$60.4K 0.32% 48
2019
Q4 		$739K Buy
+4,687
New +$689K 0.26% 57

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 Partners's MSFT Position: Q2 2026 in Review

Summit Wealth Partners increased its Microsoft (MSFT) stake by 8.7% in Q2 2026, buying an estimated $499K and bringing the position to 15,413 shares worth $5.75M. The position accounts for 0.82% of the portfolio, ranked #35.

Summit Wealth Partners first reported a position in MSFT in Q4 2019 and has held it in 27 quarters since. 6,241 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Summit Wealth Partners held 15,413 shares of Microsoft worth $5.75M as of Q2 2026.
  • Summit Wealth Partners bought 1,233 Microsoft shares in Q2 2026, an estimated $499K.
  • Microsoft made up 0.82% of Summit Wealth Partners's portfolio in Q2 2026, its #35 holding.
  • Summit Wealth Partners first reported a position in Microsoft in Q4 2019 and has held it in 27 quarters since.
  • 6,241 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.