Atlantic Private Wealth’s Microsoft MSFT Stock Holding History

Atlantic Private 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	$299K	Sell	807 -199	-20%	-$83.3K	0.2%	50
2025 Q4	$487K	Buy	1,006 +511	+103%	+$256K	0.31%	42
2025 Q3	$256K	Hold	495	–	–	0.17%	46
2025 Q2	$246K	Sell	495 -14	-3%	-$6.08K	0.16%	46
2025 Q1	$191K	Buy	509 +26	+5%	+$10.6K	0.14%	58
2024 Q4	$204K	Buy	483 +95	+24%	+$40.5K	0.15%	41
2024 Q3	$167K	Buy	388 +189	+95%	+$80.8K	0.13%	48
2024 Q2	$89K	Buy	199 +5	+3%	+$2.11K	0.07%	51
2024 Q1	$81.7K	Buy	194 +10	+5%	+$4.05K	0.07%	54
2023 Q4	$69.2K	Hold	184	–	–	0.06%	58
2023 Q3	$58.1K	Hold	184	–	–	0.06%	52
2023 Q2	$62.6K	Buy	184 +155	+534%	+$48.6K	0.06%	50
2023 Q1	$8.33K	Buy	+29	New	+$7.4K	0.01%	77

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

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

Atlantic Private Wealth reduced its Microsoft (MSFT) stake by 20% in Q1 2026, selling an estimated $83.3K and leaving 807 shares worth $299K. The position accounts for 0.2% of the portfolio, ranked #50.

Atlantic Private Wealth first reported a position in MSFT in Q1 2023 and has held it in 13 quarters since. The position peaked at $487K in Q4 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Atlantic Private Wealth held 807 shares of Microsoft worth $299K as of Q1 2026.
Atlantic Private Wealth sold 199 Microsoft shares in Q1 2026, an estimated $83.3K.
Microsoft made up 0.2% of Atlantic Private Wealth's portfolio in Q1 2026, its #50 holding.
Atlantic Private Wealth first reported a position in Microsoft in Q1 2023 and has held it in 13 quarters since.
Atlantic Private Wealth's Microsoft position peaked at $487K in Q4 2025.
6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

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