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Microsoft Corporation shares owned by Summit Financial Consulting

Quarter-by-quarter ownership of Microsoft Corporation (MSFT) shares owned by Summit Financial Consulting from 13F filings

Historical chart of Summit Financial Consulting investment in Microsoft Corporation

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All positions including Microsoft Corporation held by Summit Financial Consulting consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Microsoft Corporation by Summit Financial Consulting

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 2.2k 517.90
2025-06-30 $1.1M 2.2k 497.38
2025-03-31 $841k 2.2k 375.37

More positions owned by Summit Financial Consulting

Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Ishares Tr U.s. Finls Etf (IYF)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Us Telecom Etf (IYZ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Emg Mkt Etf (EEM)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr U.s. Utilits Etf (IDU)
Ishares Tr U.s. Energy Etf (IYE)
Ishares Tr Msci Eafe Etf (EFA)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Summit Financial Consulting

Top funds holding Microsoft Corporation

Barclays
Vanguard Group
BlackRock
State Street Corporation
FMR
Geode Capital Management
Jpmorgan Chase & Co
Morgan Stanley
Northern Trust
Capital Research and Management Company - Division 3
Capital Research Global Investors
Capital World Investors
Goldman Sachs Group
Ubs Global Asset Management Americas
Bank of New York Mellon

View all funds holding Microsoft Corporation