Summit Wealth Partners LLC Raises Stake in Microsoft Corporation $MSFT

Posted by Francis Steltz on Jun 28th, 2026

Summit Wealth Partners LLC boosted its stake in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 156.2% in the 1st quarter, Holdings Channel.com reports. The institutional investor owned 14,180 shares of the software giant’s stock after purchasing an additional 8,646 shares during the period. Summit Wealth Partners LLC’s holdings in Microsoft were worth $5,249,000 as of its most recent filing with the SEC.

A number of other large investors have also added to or reduced their stakes in the stock. Vanguard Group Inc. grew its holdings in Microsoft by 2.3% during the fourth quarter. Vanguard Group Inc. now owns 717,942,580 shares of the software giant’s stock valued at $347,211,391,000 after purchasing an additional 15,955,898 shares during the period. State Street Corp lifted its position in shares of Microsoft by 2.1% during the 4th quarter. State Street Corp now owns 306,150,608 shares of the software giant’s stock valued at $148,060,557,000 after buying an additional 6,388,930 shares during the last quarter. Geode Capital Management LLC lifted its position in shares of Microsoft by 1.1% during the 4th quarter. Geode Capital Management LLC now owns 182,618,400 shares of the software giant’s stock valued at $88,056,019,000 after buying an additional 1,911,142 shares during the last quarter. Morgan Stanley grew its stake in shares of Microsoft by 0.8% during the 4th quarter. Morgan Stanley now owns 121,220,561 shares of the software giant’s stock worth $58,624,690,000 after acquiring an additional 980,439 shares during the period. Finally, Norges Bank purchased a new stake in Microsoft in the 4th quarter worth about $50,664,631,000. Hedge funds and other institutional investors own 71.13% of the company’s stock.

Microsoft News Summary

Here are the key news stories impacting Microsoft this week:

Positive Sentiment: Microsoft shares bounced as the broader memory and semiconductor market stabilized, helping relieve some of the pressure tied to AI infrastructure and component-cost fears.
Positive Sentiment: Wedbush and other bullish commentators said the recent tech selloff may be a buying opportunity, arguing Microsoft remains a core AI leader despite near-term volatility. Dan Ives Says Microsoft And Meta Are Being Treated Like ‘Bear Market’ Stocks
Positive Sentiment: Microsoft was mentioned in new partnerships and product integrations, including Commvault, PitchBook, FPT, and ICON plc, reinforcing demand for Microsoft’s cloud and AI ecosystem. Microsoft Just Made Commvault a Native Azure Service. Here Is How to Play CVLT Stock.
Neutral Sentiment: Microsoft also drew attention from investors after Michael Burry disclosed a long position, which some traders viewed as a contrarian buy signal.
Neutral Sentiment: Multiple articles noted analysts still like the stock long term, but Wall Street remains focused on whether AI spending is destroying near-term margins and free cash flow. Wall Street Analysts Think Microsoft (MSFT) Is a Good Investment: Is It?
Negative Sentiment: Stifel cut its Microsoft price target and warned that FY27 gross margin estimates may be too high because Azure growth is coming with heavier capex and margin pressure. Microsoft’s Stock Is Crippled
Negative Sentiment: Microsoft announced another worldwide Xbox price increase, citing soaring memory and storage costs, which adds to concerns that hardware inflation is squeezing the gaming business.
Negative Sentiment: New legal and regulatory pressure also weighed on the stock, including an Italy antitrust probe into Microsoft 365 pricing and new shareholder class-action notices over alleged investor misinformation.

Microsoft Price Performance

Shares of NASDAQ:MSFT opened at $372.97 on Friday. The company has a 50 day moving average of $410.37 and a 200 day moving average of $421.47. The company has a current ratio of 1.28, a quick ratio of 1.27 and a debt-to-equity ratio of 0.08. The stock has a market cap of $2.77 trillion, a P/E ratio of 22.20, a P/E/G ratio of 1.34 and a beta of 1.11. Microsoft Corporation has a 12 month low of $349.20 and a 12 month high of $555.45.

Microsoft (NASDAQ:MSFT – Get Free Report) last posted its earnings results on Wednesday, April 29th. The software giant reported $4.27 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.06 by $0.21. Microsoft had a net margin of 39.34% and a return on equity of 31.94%. The business had revenue of $82.89 billion for the quarter, compared to analysts’ expectations of $81.44 billion. During the same period in the prior year, the company posted $3.46 EPS. The business’s revenue for the quarter was up 18.3% compared to the same quarter last year. As a group, sell-side analysts forecast that Microsoft Corporation will post 16.76 EPS for the current fiscal year.

Microsoft Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Thursday, August 20th will be paid a dividend of $0.91 per share. The ex-dividend date of this dividend is Thursday, August 20th. This represents a $3.64 annualized dividend and a yield of 1.0%. Microsoft’s dividend payout ratio (DPR) is currently 21.67%.

Analyst Upgrades and Downgrades

Several research firms have commented on MSFT. Weiss Ratings downgraded shares of Microsoft from a “buy (b-)” rating to a “hold (c+)” rating in a report on Tuesday, March 24th. China Renaissance lowered their price target on shares of Microsoft from $630.00 to $550.00 and set a “buy” rating on the stock in a research report on Monday, May 4th. Mizuho dropped their price target on shares of Microsoft from $620.00 to $515.00 and set an “outperform” rating on the stock in a research note on Tuesday, April 14th. Jefferies Financial Group reiterated a “buy” rating on shares of Microsoft in a research note on Monday, May 4th. Finally, Royal Bank Of Canada reissued a “buy” rating on shares of Microsoft in a report on Friday, May 22nd. Forty-one investment analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. According to data from MarketBeat, Microsoft has an average rating of “Moderate Buy” and a consensus price target of $560.86.

Check Out Our Latest Stock Analysis on Microsoft

Insider Buying and Selling

In related news, CEO Judson Althoff sold 15,500 shares of the business’s stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $460.99, for a total transaction of $7,145,345.00. Following the completion of the transaction, the chief executive officer directly owned 110,477 shares in the company, valued at $50,928,792.23. The trade was a 12.30% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Amy Coleman sold 1,262 shares of the company’s stock in a transaction dated Thursday, May 14th. The stock was sold at an average price of $411.34, for a total value of $519,111.08. Following the completion of the transaction, the executive vice president owned 46,003 shares in the company, valued at $18,922,874.02. This represents a 2.67% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 23,762 shares of company stock worth $10,508,361 over the last ninety days. 0.03% of the stock is owned by corporate insiders.

About Microsoft

(Free Report)

Microsoft Corporation is a global technology company headquartered in Redmond, Washington. Founded in 1975 by Bill Gates and Paul Allen, Microsoft develops, licenses and supports a broad range of software products, services and devices for consumers, enterprises and governments worldwide. Its operations span personal computing, productivity software, cloud infrastructure, enterprise applications, developer tools and gaming.

Microsoft’s product portfolio includes the Windows operating system and the Microsoft 365 suite of productivity and collaboration tools (Office apps, Outlook, Teams).