Sterling Wealth Management’s Microsoft MSFT Stock Holding History

Sterling 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 Q2	$1.75M	Buy	4,689 +60	+1%	+$24.3K	0.43%	33
2026 Q1	$1.71M	Sell	4,629 -6	-0.1%	-$2.51K	0.47%	31
2025 Q4	$2.24M	Buy	4,635 +87	+2%	+$43.6K	0.64%	29
2025 Q3	$2.36M	Sell	4,548 -550	-11%	-$281K	0.71%	27
2025 Q2	$2.54M	Buy	+5,098	New	+$2.21M	0.86%	23
2024 Q4	$2.44M	Sell	5,779 -155	-3%	-$66K	0.9%	24
2024 Q3	$2.55M	Buy	5,934 +2,175	+58%	+$930K	0.95%	24
2024 Q2	$1.68M	Buy	3,759 +30	+0.8%	+$12.7K	0.8%	23
2024 Q1	$1.57M	Hold	3,729	–	–	0.78%	21
2023 Q4	$1.4M	Buy	+3,729	New	+$1.33M	0.79%	21

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

Sterling Wealth Management's MSFT Position: Q2 2026 in Review

Sterling Wealth Management increased its Microsoft (MSFT) stake by 1.3% in Q2 2026, buying an estimated $24.3K and bringing the position to 4,689 shares worth $1.75M. The position accounts for 0.43% of the portfolio, ranked #33.

Sterling Wealth Management first reported a position in MSFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.55M in Q3 2024. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Sterling Wealth Management held 4,689 shares of Microsoft worth $1.75M as of Q2 2026.
Sterling Wealth Management bought 60 Microsoft shares in Q2 2026, an estimated $24.3K.
Microsoft made up 0.43% of Sterling Wealth Management's portfolio in Q2 2026, its #33 holding.
Sterling Wealth Management first reported a position in Microsoft in Q4 2023 and has held it in 10 quarters since.
Sterling Wealth Management's Microsoft position peaked at $2.55M in Q3 2024.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Sterling Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.