Summit Wealth & Retirement Planning’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.32M | Sell |
11,583
-20
| -0.2% | -$8.09K | 0.92% | 22 |
|
|
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
Summit Wealth & Retirement Planning's MSFT Position: Q2 2026 in Review
Summit Wealth & Retirement Planning reduced its Microsoft (MSFT) stake by 0.17% in Q2 2026, selling an estimated $8.09K and leaving 11,583 shares worth $4.32M. The position accounts for 0.92% of the portfolio, ranked #22.
Summit Wealth & Retirement Planning first reported a position in MSFT in Q4 2018 and has held it in 31 quarters since. The position peaked at $5.68M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Summit Wealth & Retirement Planning held 11,583 shares of Microsoft worth $4.32M as of Q2 2026.
- Summit Wealth & Retirement Planning sold 20 Microsoft shares in Q2 2026, an estimated $8.09K.
- Microsoft made up 0.92% of Summit Wealth & Retirement Planning's portfolio in Q2 2026, its #22 holding.
- Summit Wealth & Retirement Planning first reported a position in Microsoft in Q4 2018 and has held it in 31 quarters since.
- Summit Wealth & Retirement Planning's Microsoft position peaked at $5.68M in Q3 2025.
- 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.