Atlantic Edge Private Wealth Management’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Hold
0
161
2026
Q1
Hold
0
149

Other funds holding MSFT

Atlantic Edge Private Wealth Management's MSFT Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management increased its Microsoft (MSFT) stake by 0.22% in Q2 2026, buying an estimated $13.8K and bringing the position to 15,624 shares worth $5.83M. The position accounts for 1.19% of the portfolio, ranked #24.

Atlantic Edge Private Wealth Management first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.08M in Q3 2025. 2,583 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Atlantic Edge Private Wealth Management held 15,624 shares of Microsoft worth $5.83M as of Q2 2026.
  • Atlantic Edge Private Wealth Management bought 34 Microsoft shares in Q2 2026, an estimated $13.8K.
  • Microsoft made up 1.19% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #24 holding.
  • Atlantic Edge Private Wealth Management first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • Atlantic Edge Private Wealth Management's Microsoft position peaked at $9.08M in Q3 2025.
  • 2,583 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.