Position in MSFT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,642,846
-$115,660 QoQ
Shares Held
7,085
-4.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.13%
of 13F equity value
Holder Rank
#4,128
of 6,193 holders
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Summit Wealth Group, LLC holds $3,174,675 across 3 Software - Infrastructure names. MSFT ranks #1 (83.2% of the industry book) .
All Filings in MSFT
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,642,846 | 7,085 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $2,758,506 | 7,452 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,251,860 | 6,724 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,333,526 | 6,436 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $3,308,771 | 6,652 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,433,653 | 6,483 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,751,552 | 6,528 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,818,034 | 6,549 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,924,840 | 6,544 | Shares | Sole | 2024-07-31 | |
| 2023-06-30 | $807,079 | 2,370 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $2 | 683,227 | Shares | Sole | 2023-05-10 | |
| 2021-09-30 | $721,715 | 2,560 | Shares | Sole | 2021-11-12 | |
| 2020-12-31 | $515,791 | 2,319 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $487,755 | 2,319 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $489,238 | 2,404 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $327,879 | 2,079 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||