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 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

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

Sherry Group's MSFT Position: Q2 2026 in Review

Sherry Group opened a new position in Microsoft (MSFT) in Q2 2026: 631 shares worth $233K. The stake represents 0.23% of the portfolio and ranks #45 among its holdings. This is a return to the name: Sherry Group previously reported a position in MSFT as recently as Q4 2025.

Sherry Group first reported a position in MSFT in Q4 2025 and has held it in 2 quarters since. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Sherry Group held 631 shares of Microsoft worth $233K as of Q2 2026.
Microsoft was a new Sherry Group position in Q2 2026.
Microsoft made up 0.23% of Sherry Group's portfolio in Q2 2026, its #45 holding.
Sherry Group first reported a position in Microsoft in Q4 2025 and has held it in 2 quarters since.
6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Sherry Group's 13F filing for Q2 2026, filed 16 Jul 2026.