Sherman Porfolios’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$8.03M Sell
21,698
-248
-1% -$100K 0.63% 14
2026
Q1
$8.12M Sell
21,946
-399,153
-95% -$167M 0.62% 14
2025
Q4
$204M Buy
421,099
+420,643
+92,246% +$211M 13.88% 1
2025
Q3
$236K Buy
456
+30
+7% +$15.3K 0.08% 61
2025
Q2
$212K Buy
+426
New +$185K 0.08% 56

Other funds holding MSFT

Sherman Porfolios's MSFT Position: Q2 2026 in Review

Sherman Porfolios reduced its Microsoft (MSFT) stake by 1.1% in Q2 2026, selling an estimated $100K and leaving 21,698 shares worth $8.03M. The position accounts for 0.63% of the portfolio, ranked #14.

Sherman Porfolios first reported a position in MSFT in Q2 2025 and has held it in 5 quarters since. The position peaked at $204M in Q4 2025. 6,213 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Sherman Porfolios held 21,698 shares of Microsoft worth $8.03M as of Q2 2026.
  • Sherman Porfolios sold 248 Microsoft shares in Q2 2026, an estimated $100K.
  • Microsoft made up 0.63% of Sherman Porfolios's portfolio in Q2 2026, its #14 holding.
  • Sherman Porfolios first reported a position in Microsoft in Q2 2025 and has held it in 5 quarters since.
  • Sherman Porfolios's Microsoft position peaked at $204M in Q4 2025.
  • 6,213 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Sherman Porfolios's 13F filing for Q2 2026, filed 12 Aug 2026.