Stone Summit Wealth LLC / MSFT
Stone Summit Wealth LLC’s Microsoft Corp Position
Does Stone Summit Wealth LLC own Microsoft Corp (MSFT)? Yes — 61.5K shares worth $23M (+6.33% of its 13F portfolio) as of Q1 2026, down from 61.6K shares the prior filed quarter.
Position Value
$23M
Q1 2026
Shares
61.5K
% of Portfolio
+6.33%
Quarters Held
18
currently held
Position History MSFT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 61.5K | $23M | +6.33% |
| Q4 2025 | 61.6K | $30M | +8.08% |
| Q3 2025 | 61.6K | $32M | +9.05% |
| Q2 2025 | 61.6K | $31M | +9.50% |
| Q1 2025 | 61.7K | $23M | +7.84% |
| Q4 2024 | 61.9K | $26M | +8.75% |
| Q3 2024 | 62.0K | $27M | +8.60% |
| Q2 2024 | 62.1K | $28M | +9.94% |
| Q1 2024 | 62.1K | $26M | +9.08% |
| Q4 2023 | 62.0K | $23M | +8.95% |
| Q3 2023 | 62.4K | $20M | +8.44% |
| Q2 2023 | 62.2K | $21M | +8.78% |
| Q1 2023 | 62.4K | $18M | +8.00% |
| Q4 2022 | 62.5K | $15M | +7.35% |
| Q3 2022 | 62.7K | $15M | +8.97% |
| Q2 2022 | 62.8K | $16M | +9.63% |
| Q1 2022 | 61.3K | $19M | +10.63% |
| Q4 2021 | 1.4K | $481,000 | +0.39% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Stone Summit Wealth LLC’s full portfolio or all institutional holders of MSFT.