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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sterling Wealth Management's MSFT Position: Q1 2026 in Review

Sterling Wealth Management reduced its Microsoft (MSFT) stake by 0.13% in Q1 2026, selling an estimated $2.51K and leaving 4,629 shares worth $1.71M. The position accounts for 0.47% of the portfolio, ranked #31.

Sterling Wealth Management first reported a position in MSFT in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.55M in Q3 2024. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Sterling Wealth Management held 4,629 shares of Microsoft worth $1.71M as of Q1 2026.
Sterling Wealth Management sold 6 Microsoft shares in Q1 2026, an estimated $2.51K.
Microsoft made up 0.47% of Sterling Wealth Management's portfolio in Q1 2026, its #31 holding.
Sterling Wealth Management first reported a position in Microsoft in Q4 2023 and has held it in 9 quarters since.
Sterling Wealth Management's Microsoft position peaked at $2.55M in Q3 2024.
6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Sterling Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.