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Atlantic Family Wealth’s Microsoft MSFT Stock Holding History

Atlantic Family Wealth’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 		$317K Buy
855
+425
+99% +$178K 0.23% 41
2025
Q4 		$208K Sell
430
-50
-10% -$25.1K 0.16% 54
2025
Q3 		$249K Buy
480
+20
+4% +$10.2K 0.19% 44
2025
Q2 		$229K Buy
+460
New +$200K 0.2% 40

Other funds holding MSFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Atlantic Family Wealth's MSFT Position: Q1 2026 in Review

Atlantic Family Wealth increased its Microsoft (MSFT) stake by 99% in Q1 2026, buying an estimated $178K and bringing the position to 855 shares worth $317K. The position accounts for 0.23% of the portfolio, ranked #41.

Atlantic Family Wealth first reported a position in MSFT in Q2 2025 and has held it in 4 quarters since. 6,185 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Atlantic Family Wealth held 855 shares of Microsoft worth $317K as of Q1 2026.
  • Atlantic Family Wealth bought 425 Microsoft shares in Q1 2026, an estimated $178K.
  • Microsoft made up 0.23% of Atlantic Family Wealth's portfolio in Q1 2026, its #41 holding.
  • Atlantic Family Wealth first reported a position in Microsoft in Q2 2025 and has held it in 4 quarters since.
  • 6,185 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Atlantic Family Wealth's 13F filing for Q1 2026, filed 8 May 2026.