Sherman Asset Management’s Microsoft MSFT Stock Holding History

Sherman Asset 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	$1.9M	Sell	5,097 -1,609	-24%	-$651K	1.48%	16
2026 Q1	$2.48M	Sell	6,706 -594	-8%	-$249K	2.28%	9
2025 Q4	$3.53M	Sell	7,300 -568	-7%	-$285K	2.99%	7
2025 Q3	$4.08M	Sell	7,868 -118	-1%	-$60.2K	3.52%	7
2025 Q2	$3.97M	Sell	7,986 -1	-0%	-$434	3.52%	7
2025 Q1	$3M	Sell	7,987 -4	-0.1%	-$1.63K	2.86%	8
2024 Q4	$3.37M	Buy	+7,991	New	+$3.4M	3.08%	8

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

Sherman Asset Management's MSFT Position: Q2 2026 in Review

Sherman Asset Management reduced its Microsoft (MSFT) stake by 24% in Q2 2026, selling an estimated $651K and leaving 5,097 shares worth $1.9M. The position accounts for 1.48% of the portfolio, ranked #16.

Sherman Asset Management first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.08M in Q3 2025. 6,192 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Sherman Asset Management held 5,097 shares of Microsoft worth $1.9M as of Q2 2026.
Sherman Asset Management sold 1,609 Microsoft shares in Q2 2026, an estimated $651K.
Microsoft made up 1.48% of Sherman Asset Management's portfolio in Q2 2026, its #16 holding.
Sherman Asset Management first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
Sherman Asset Management's Microsoft position peaked at $4.08M in Q3 2025.
6,192 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Sherman Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.