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Microsoft Corporation shares owned by Summit Financial Wealth Advisors

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

Historical chart of Summit Financial Wealth Advisors investment in Microsoft Corporation

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

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Quarterly reported holdings in Microsoft Corporation by Summit Financial Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.5M 9.4k 376.03
2023-09-30 $3.4M 9.3k 360.53
2023-06-30 $2.7M 8.0k 340.54
2023-03-31 $2.3M 8.1k 288.30
2022-12-31 $1.9M 8.1k 239.82
2022-09-30 $2.0M 9.0k 226.77
2022-06-30 $2.3M 9.0k 258.87
2022-03-31 $2.7M 8.7k 308.29
2021-12-31 $3.2M 9.8k 329.00
2021-09-30 $3.0M 11k 281.89
2021-06-30 $2.7M 10k 270.93
2021-03-31 $2.5M 11k 222.46
2020-12-31 $2.4M 12k 210.30
2020-09-30 $2.5M 12k 202.36
2020-06-30 $2.7M 13k 212.82
2020-03-31 $2.1M 12k 165.23
2019-12-31 $2.4M 15k 162.31
2019-09-30 $2.1M 15k 139.66
2019-06-30 $2.1M 16k 133.97
2019-03-31 $1.8M 15k 119.99
2018-12-31 $1.6M 16k 101.56
2018-09-30 $1.7M 16k 107.59
2018-06-30 $1.5M 17k 91.28
2018-03-31 $1.5M 17k 91.28
2017-12-31 $1.5M 18k 85.55
2017-09-30 $1.6M 22k 74.50
2017-06-30 $1.7M 24k 68.95
2017-03-31 $1.7M 26k 65.87
2016-12-31 $1.6M 26k 62.16
2016-09-30 $1.5M 26k 57.61
2016-06-30 $1.5M 29k 51.16
2016-03-31 $1.8M 32k 55.22
2015-12-31 $1.6M 30k 55.47
2015-09-30 $398k 9.0k 44.22
2015-06-30 $420k 9.5k 44.09
2015-03-31 $424k 8.9k 47.64
2014-12-31 $415k 8.9k 46.50

More positions owned by Summit Financial Wealth Advisors

First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (GJUN)
Vanguard Index Fds Growth Etf (VUG)
First Tr Morningstar Divid L SHS (FDL)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr Core S&p Scp Etf (IJR)
Alps Etf Tr Alerian Mlp (AMLP)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Valero Energy Corporation (VLO)
Garmin SHS (GRMN)
Genuine Parts Company (GPC)
Hancock Holding Company (HWC)
Eaton Corp SHS (ETN)
Raytheon Technologies Corp (RTX)

View all positions for Summit Financial Wealth Advisors

Top funds holding Microsoft Corporation

Vanguard Group
T. Rowe Price Associates
Jpmorgan Chase & Co
Norges Bank Investment Management
Bank of America Corporation
Bank of New York Mellon
Wellington Management Company
Legal & General Group
Goldman Sachs Group
Charles Schwab Investment Management
Alliancebernstein
Ubs Global Asset Management Americas
Royal Bank of Canada
Bill & Melinda Gates Foundation Trust
Citadel Advisors

View all funds holding Microsoft Corporation