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Summit Wealth & Retirement Planning’s Microsoft MSFT Stock Holding History

Summit Wealth & Retirement Planning’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 		$4.3M Buy
11,603
+529
+5% +$221K 1.02% 21
2025
Q4 		$5.36M Buy
11,074
+107
+1% +$53.6K 1.26% 16
2025
Q3 		$5.68M Hold
10,967
– – 1.4% 16
2025
Q2 		$5.46M Buy
10,967
+1,669
+18% +$725K 1.46% 15
2025
Q1 		$3.49M Buy
9,298
+929
+11% +$379K 1.07% 19
2024
Q4 		$3.53M Buy
8,369
+1,017
+14% +$433K 1.09% 19
2024
Q3 		$3.16M Buy
7,352
+71
+1% +$30.4K 1.01% 18
2024
Q2 		$3.25M Sell
7,281
-134
-2% -$56.6K 1.11% 18
2024
Q1 		$3.12M Buy
7,415
+2,409
+48% +$975K 1.11% 18
2023
Q4 		$1.88M Sell
5,006
-682
-12% -$243K 0.8% 19
2023
Q3 		$1.8M Hold
5,688
– – 0.72% 22
2023
Q2 		$1.94M Sell
5,688
-1,935
-25% -$606K 0.76% 22
2023
Q1 		$2.2M Sell
7,623
-589
-7% -$150K 0.82% 23
2022
Q4 		$1.97M Sell
8,212
-141
-2% -$33.8K 0.8% 23
2022
Q3 		$1.95M Sell
8,353
-2
-0% -$528 0.77% 27
2022
Q2 		$2.15M Buy
8,355
+875
+12% +$237K 0.82% 27
2022
Q1 		$2.31M Buy
7,480
+875
+13% +$263K 0.81% 28
2021
Q4 		$2.22M Sell
6,605
-217
-3% -$70.4K 0.76% 27
2021
Q3 		$1.92M Buy
6,822
+235
+4% +$68.4K 0.7% 29
2021
Q2 		$1.78M Sell
6,587
-1,031
-14% -$262K 0.66% 33
2021
Q1 		$1.8M Sell
7,618
-175
-2% -$40.6K 0.67% 32
2020
Q4 		$1.73M Sell
7,793
-597
-7% -$128K 0.66% 33
2020
Q3 		$1.76M Sell
8,390
-246
-3% -$51.7K 0.76% 31
2020
Q2 		$1.76M Sell
8,636
-3,503
-29% -$636K 0.82% 33
2020
Q1 		$1.91M Buy
12,139
+995
+9% +$164K 1.02% 29
2019
Q4 		$1.76M Sell
11,144
-528
-5% -$77.6K 0.78% 30
2019
Q3 		$1.62M Sell
11,672
-200
-2% -$27.5K 0.98% 24
2019
Q2 		$1.59M Sell
11,872
-1,500
-11% -$190K 0.93% 25
2019
Q1 		$1.58M Sell
13,372
-1,137
-8% -$124K 0.94% 25
2018
Q4 		$1.47M Buy
+14,509
New +$1.55M 1.12% 23

Other funds holding MSFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Summit Wealth & Retirement Planning's MSFT Position: Q1 2026 in Review

Summit Wealth & Retirement Planning increased its Microsoft (MSFT) stake by 4.8% in Q1 2026, buying an estimated $221K and bringing the position to 11,603 shares worth $4.3M. The position accounts for 1.02% of the portfolio, ranked #21.

Summit Wealth & Retirement Planning first reported a position in MSFT in Q4 2018 and has held it in 30 quarters since. The position peaked at $5.68M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Summit Wealth & Retirement Planning held 11,603 shares of Microsoft worth $4.3M as of Q1 2026.
  • Summit Wealth & Retirement Planning bought 529 Microsoft shares in Q1 2026, an estimated $221K.
  • Microsoft made up 1.02% of Summit Wealth & Retirement Planning's portfolio in Q1 2026, its #21 holding.
  • Summit Wealth & Retirement Planning first reported a position in Microsoft in Q4 2018 and has held it in 30 quarters since.
  • Summit Wealth & Retirement Planning's Microsoft position peaked at $5.68M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2026, filed 11 May 2026.