SEC 13F Intelligence

Summit Financial Group, Inc. / MSFT

Summit Financial Group, Inc.’s Microsoft Corp Position

Does Summit Financial Group, Inc. own Microsoft Corp (MSFT)? Yes28.0K shares worth $12M (+4.18% of its 13F portfolio) as of Q1 2024, down from 28.8K shares the prior filed quarter.

Position Value
$12M
Q1 2024
Shares
28.0K
% of Portfolio
+4.18%
Quarters Held
21
currently held

Position History MSFT

Reported value by quarter
Q1 ’19: $6MQ1 ’19Q2 ’19: $6MQ3 ’19: $6MQ4 ’19: $7MQ4 ’19Q1 ’20: $7MQ2 ’20: $8MQ3 ’20: $9MQ3 ’20Q4 ’20: $8MQ1 ’21: $7MQ2 ’21: $9MQ2 ’21Q3 ’21: $10MQ4 ’21: $12MQ1 ’22: $11MQ1 ’22Q2 ’22: $9MQ3 ’22: $8MQ4 ’22: $8MQ4 ’22Q1 ’23: $9MQ2 ’23: $10MQ3 ’23: $10MQ3 ’23Q4 ’23: $11MQ1 ’24: $12Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202428.0K$12M+4.18%
Q4 202328.8K$11M+4.15%
Q3 202330.3K$10M+4.02%
Q2 202330.7K$10M+4.07%
Q1 202332.2K$9M+3.52%
Q4 202233.5K$8M+3.18%
Q3 202234.8K$8M+3.37%
Q2 202234.7K$9M+3.44%
Q1 202235.0K$11M+3.66%
Q4 202135.6K$12M+3.90%
Q3 202136.7K$10M+3.74%
Q2 202134.6K$9M+3.51%
Q1 202131.4K$7M+3.07%
Q4 202035.6K$8M+3.47%
Q3 202040.9K$9M+4.27%
Q2 202041.5K$8M+4.40%
Q1 202042.3K$7M+3.98%
Q4 201942.6K$7M+3.22%
Q3 201942.6K$6M+3.01%
Q2 201946.5K$6M+2.82%
Q1 201947.1K$6M+4.34%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Summit Financial Group, Inc.’s full portfolio or all institutional holders of MSFT.