SG
MSFT icon

Sherry Group’s Microsoft MSFT Stock Holding History

Sherry 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
2026
Q3 		$348K Buy
679
+48
+8% +$22.2K 0.33% 42
2026
Q2 		$233K Buy
+631
New +$255K 0.23% 45
2026
Q1 		– Sell
-441
Closed -$215K – 44
2025
Q4 		$215K Buy
+441
New +$221K 0.23% 39

Other funds holding MSFT

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Sherry Group's MSFT Position: Q3 2026 in Review

Sherry Group increased its Microsoft (MSFT) stake by 7.6% in Q3 2026, buying an estimated $22.2K and bringing the position to 679 shares worth $348K. The position accounts for 0.33% of the portfolio, ranked #42.

Sherry Group first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. 348 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Sherry Group held 679 shares of Microsoft worth $348K as of Q3 2026.
  • Sherry Group bought 48 Microsoft shares in Q3 2026, an estimated $22.2K.
  • Microsoft made up 0.33% of Sherry Group's portfolio in Q3 2026, its #42 holding.
  • Sherry Group first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
  • 348 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Sherry Group's 13F filing for Q3 2026, filed 9 Oct 2026.