All Terrain Financial Advisors’s Microsoft MSFT Stock Holding History

All Terrain Financial Advisors’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	$112K	Buy	+300	New	+$121K	0.02%	147
2025 Q4	–	Sell	-200	Closed	-$104K	–	137
2025 Q3	$104K	Buy	+200	New	+$102K	0.03%	135
2025 Q1	–	Sell	-100	Closed	-$42.1K	–	112
2024 Q4	$42.1K	Hold	100	–	–	0.01%	102
2024 Q3	$43K	Buy	+100	New	+$42.7K	0.02%	90
2023 Q2	–	Sell	-100	Closed	-$28.8K	–	91
2023 Q1	$28.8K	Hold	100	–	–	0.01%	82
2022 Q4	$24K	Hold	100	–	–	0.01%	87
2022 Q3	$23K	Hold	100	–	–	0.01%	81
2022 Q2	$26K	Hold	100	–	–	0.01%	86
2022 Q1	$31K	Hold	100	–	–	0.01%	97
2021 Q4	$34K	Hold	100	–	–	0.01%	82
2021 Q3	$28K	Hold	100	–	–	0.01%	83
2021 Q2	$27K	Buy	+100	New	+$25.4K	0.01%	89
2021 Q1	–	Sell	-100	Closed	-$22K	–	109
2020 Q4	$22K	Hold	100	–	–	0.01%	101
2020 Q3	$21K	Buy	+100	New	+$21K	0.01%	96
2020 Q2	–	Sell	-3,600	Closed	-$568K	–	146
2020 Q1	$568K	Buy	3,600 +100	+3%	+$16.4K	0.23%	57
2019 Q4	$552K	Hold	3,500	–	–	0.18%	79
2019 Q3	$487K	Sell	3,500 -200	-5%	-$27.5K	0.16%	82
2019 Q2	$184K	Buy	3,700 +200	+6%	+$25.4K	0.06%	159
2019 Q1	$413K	Buy	3,500 +2,000	+133%	+$218K	0.14%	94
2018 Q4	$152K	Hold	1,500	–	–	0.06%	152
2018 Q3	$172K	Sell	1,500 -1,000	-40%	-$108K	0.07%	168
2018 Q2	$247K	Sell	2,500 -400	-14%	-$38.8K	0.11%	128
2018 Q1	$265K	Sell	2,900 -3,300	-53%	-$302K	0.12%	125
2017 Q4	$530K	Buy	+6,200	New	+$509K	0.24%	72

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

All Terrain Financial Advisors's MSFT Position: Q2 2026 in Review

All Terrain Financial Advisors increased its Microsoft (MSFT) stake by 32% in Q2 2026, buying an estimated $2.36M and bringing the position to 24,248 shares worth $9.04M. The position accounts for 1.47% of the portfolio, ranked #16.

All Terrain Financial Advisors first reported a position in MSFT in Q4 2017 and has held it in 35 quarters since. The position peaked at $10.7M in Q2 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

All Terrain Financial Advisors held 24,248 shares of Microsoft worth $9.04M as of Q2 2026.
All Terrain Financial Advisors bought 5,838 Microsoft shares in Q2 2026, an estimated $2.36M.
Microsoft made up 1.47% of All Terrain Financial Advisors's portfolio in Q2 2026, its #16 holding.
All Terrain Financial Advisors first reported a position in Microsoft in Q4 2017 and has held it in 35 quarters since.
All Terrain Financial Advisors's Microsoft position peaked at $10.7M in Q2 2025.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on All Terrain Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.