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
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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Nalls Sherbakoff Group's MSFT Position: Q4 2025 in Review

Nalls Sherbakoff Group reduced its Microsoft (MSFT) stake by 18% in Q4 2025, selling an estimated $224K and leaving 2,061 shares worth $997K. The position accounts for 0.72% of the portfolio, ranked #29.

Nalls Sherbakoff Group first reported a position in MSFT in Q4 2018 and has held it in 9 quarters since. The position peaked at $1.3M in Q3 2025. 6,293 funds tracked by Wall St. Rank hold MSFT as of Q4 2025.

Nalls Sherbakoff Group held 2,061 shares of Microsoft worth $997K as of Q4 2025.
Nalls Sherbakoff Group sold 447 Microsoft shares in Q4 2025, an estimated $224K.
Microsoft made up 0.72% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #29 holding.
Nalls Sherbakoff Group first reported a position in Microsoft in Q4 2018 and has held it in 9 quarters since.
Nalls Sherbakoff Group's Microsoft position peaked at $1.3M in Q3 2025.
6,293 funds tracked by Wall St. Rank held Microsoft as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.