Summit Financial, LLC’s Microsoft Corp Position
Does Summit Financial, LLC own Microsoft Corp (MSFT)? Yes — 237.1K shares worth $88M (+1.12% of its 13F portfolio) as of Q1 2026, up from 221.5K shares the prior filed quarter.
Position Value
$88M
Q1 2026
Shares
237.1K
% of Portfolio
+1.12%
Quarters Held
22
currently held
Position History MSFT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 237.1K | $88M | +1.12% |
| Q4 2025 | 221.5K | $107M | +1.57% |
| Q3 2025 | 217.7K | $113M | +1.72% |
| Q2 2025 | 185.5K | $92M | +2.09% |
| Q1 2025 | 165.6K | $62M | +1.74% |
| Q4 2024 | 130.4K | $55M | +1.93% |
| Q3 2024 | 118.9K | $51M | +2.00% |
| Q2 2024 | 103.5K | $46M | +2.11% |
| Q1 2024 | 63.7K | $27M | +1.59% |
| Q4 2023 | 64.0K | $24M | +1.57% |
| Q3 2023 | 61.8K | $20M | +1.44% |
| Q2 2023 | 54.4K | $19M | +1.35% |
| Q1 2023 | 43.5K | $13M | +1.10% |
| Q4 2022 | 42.3K | $10M | +0.95% |
| Q3 2022 | 50.7K | $11.8B | +1.12% |
| Q2 2022 | 49.0K | $12.6B | +1.18% |
| Q1 2022 | 49.9K | $15.4B | +1.20% |
| Q4 2021 | 43.2K | $14.5B | +1.11% |
| Q3 2021 | 34.0K | $9.6B | +0.82% |
| Q2 2021 | 15.2K | $4.1B | +0.41% |
| Q1 2021 | 1.9K | $446M | +0.06% |
| Q4 2020 | 1.9K | $421M | +0.06% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Summit Financial, LLC’s full portfolio or all institutional holders of MSFT.