Shepherd Wealth Management’s Microsoft MSFT Stock Holding History

Shepherd Wealth Management’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	$986K	Buy	2,044 +1	+0%	+$405	0.55%	20
2026 Q1	$839K	Sell	2,043 -5,487	-73%	-$2.3M	0.63%	21
2025 Q4	$3.46M	Sell	7,530 -4,602	-38%	-$2.31M	2.41%	15
2025 Q3	$6.16M	Sell	12,132 -1,960	-14%	-$1,000K	4.1%	10
2025 Q2	$7.35M	Buy	14,092 +451	+3%	+$196K	5%	7
2025 Q1	$5.12M	Buy	13,641 +8,013	+142%	+$3.27M	5.26%	10
2024 Q4	$2.37M	Buy	+5,628	New	+$2.4M	2.33%	13

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

Shepherd Wealth Management's MSFT Position: Q2 2026 in Review

Shepherd Wealth Management increased its Microsoft (MSFT) stake by 0.05% in Q2 2026, buying an estimated $405 and bringing the position to 2,044 shares worth $986K. The position accounts for 0.55% of the portfolio, ranked #20.

Shepherd Wealth Management first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.35M in Q2 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Shepherd Wealth Management held 2,044 shares of Microsoft worth $986K as of Q2 2026.
Shepherd Wealth Management bought 1 Microsoft share in Q2 2026, an estimated $405.
Microsoft made up 0.55% of Shepherd Wealth Management's portfolio in Q2 2026, its #20 holding.
Shepherd Wealth Management first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
Shepherd Wealth Management's Microsoft position peaked at $7.35M in Q2 2025.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Shepherd Wealth Management's 13F filing for Q2 2026, filed 27 Aug 2026.