Sherman Wealth Management
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Sherman Wealth Management’s Microsoft MSFT Stock Holding History

Sherman 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
Q3 		$2.06M Buy
4,008
+2,805
+233% +$1.3M 1.46% 20
2026
Q2 		$449K Sell
1,203
-181
-13% -$73.2K 0.34% 49
2026
Q1 		$512K Hold
1,384
– – 0.44% 48
2025
Q4 		$669K Buy
+1,384
New +$694K 0.58% 42

Other funds holding MSFT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Sherman Wealth Management's MSFT Position: Q3 2026 in Review

Sherman Wealth Management increased its Microsoft (MSFT) stake by 233% in Q3 2026, buying an estimated $1.3M and bringing the position to 4,008 shares worth $2.06M. The position accounts for 1.46% of the portfolio, ranked #20.

Sherman Wealth Management first reported a position in MSFT in Q4 2025 and has held it in 4 quarters since. 5,551 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Sherman Wealth Management held 4,008 shares of Microsoft worth $2.06M as of Q3 2026.
  • Sherman Wealth Management bought 2,805 Microsoft shares in Q3 2026, an estimated $1.3M.
  • Microsoft made up 1.46% of Sherman Wealth Management's portfolio in Q3 2026, its #20 holding.
  • Sherman Wealth Management first reported a position in Microsoft in Q4 2025 and has held it in 4 quarters since.
  • 5,551 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Sherman Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.