Nalls Sherbakoff Group’s Microsoft MSFT Stock Holding History

Nalls Sherbakoff Group’s Portfolio MSFT Stock Details MSFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$769K	Buy	2,062 +1	+0%	+$405	0.55%	40
2026 Q1	$763K	Hold	2,061	–	–	0.56%	38
2025 Q4	$997K	Sell	2,061 -447	-18%	-$224K	0.72%	29
2025 Q3	$1.3M	Sell	2,508 -100	-4%	-$51K	0.88%	26
2025 Q2	$1.3M	Buy	2,608 +319	+14%	+$139K	0.94%	24
2025 Q1	$859K	Buy	+2,289	New	+$933K	0.7%	30
2023 Q4	$1.02M	Sell	2,718 -758	-22%	-$270K	0.91%	26
2023 Q3	$1.1M	Sell	3,476 -63	-2%	-$20.8K	1.07%	21
2023 Q2	$1.16M	Buy	3,539 +4	+0.1%	+$1.25K	1.14%	20
2023 Q1	$1M	Buy	+3,535	New	+$902K	1%	25
2018 Q4	$357K	Buy	+3,518	New	+$377K	0.57%	36

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Nalls Sherbakoff Group's MSFT Position: Q2 2026 in Review

Nalls Sherbakoff Group increased its Microsoft (MSFT) stake by 0.05% in Q2 2026, buying an estimated $405 and bringing the position to 2,062 shares worth $769K. The position accounts for 0.55% of the portfolio, ranked #40.

Nalls Sherbakoff Group first reported a position in MSFT in Q4 2018 and has held it in 11 quarters since. The position peaked at $1.3M in Q3 2025. 6,232 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Nalls Sherbakoff Group held 2,062 shares of Microsoft worth $769K as of Q2 2026.
Nalls Sherbakoff Group bought 1 Microsoft share in Q2 2026, an estimated $405.
Microsoft made up 0.55% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #40 holding.
Nalls Sherbakoff Group first reported a position in Microsoft in Q4 2018 and has held it in 11 quarters since.
Nalls Sherbakoff Group's Microsoft position peaked at $1.3M in Q3 2025.
6,232 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.