Summit Financial, LLC's ownership history for MSFT


Summit Financial, LLC currently holds 217.7K shares with a market value of $112.8M. It started holding MSFT on 2024-09-30. At its peak, it held 217.7K shares on 2025-09-30. Its highest holding value was $112.8M on 2025-09-30. At its lowest, it held 118.9K shares on 2024-09-30, with a value of $51.2M on 2024-09-30. In the recent 180 days, Summit Financial, LLC has increased its shares by 52.1K. In the recent year, Summit Financial, LLC has increased its shares by 98.8K.


Summit Financial, LLC's ownership history for MSFT