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SummitTX Capital’s Microsoft MSFT Stock Holding History

SummitTX Capital’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 		– Sell
-47,917
Closed -$23.2M – 897
2025
Q4 		$23.2M Sell
47,917
-7,337
-13% -$3.68M 0.7% 19
2025
Q3 		$28.6M Sell
55,254
-34,488
-38% -$17.6M 1.18% 4
2025
Q2 		$44.6M Buy
89,742
+86,876
+3,031% +$37.7M 1.92% 3
2025
Q1 		$1.08M Buy
+2,866
New +$1.17M 0.05% 388

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

SummitTX Capital's MSFT Position: Q1 2026 in Review

SummitTX Capital sold out of Microsoft (MSFT) in Q1 2026, closing a stake of 47,917 shares — an estimated $23.2M sold.

SummitTX Capital first reported a position in MSFT in Q1 2025 and held it in 4 quarters. The position peaked at $44.6M in Q2 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • SummitTX Capital reported no remaining Microsoft position as of Q1 2026 after selling out during the quarter.
  • SummitTX Capital sold 47,917 Microsoft shares in Q1 2026, an estimated $23.2M.
  • SummitTX Capital first reported a position in Microsoft in Q1 2025 and held it in 4 quarters.
  • SummitTX Capital's Microsoft position peaked at $44.6M in Q2 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on SummitTX Capital's 13F filing for Q1 2026, filed 15 May 2026.