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Atlas Legacy Advisors’s Microsoft MSFT Stock Holding History

Atlas Legacy 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 		$9.68M Buy
24,770
+4,957
+25% +$2.01M 1.43% 19
2026
Q1 		$7.36M Sell
19,813
-4,655
-19% -$1.95M 1.34% 19
2025
Q4 		$11.7M Buy
24,468
+879
+4% +$440K 2.04% 10
2025
Q3 		$12.2M Buy
23,589
+6,021
+34% +$3.07M 2.36% 8
2025
Q2 		$8.74M Buy
17,568
+737
+4% +$320K 1.93% 13
2025
Q1 		$6.32M Sell
16,831
-895
-5% -$365K 1.61% 15
2024
Q4 		$7.47M Buy
+17,726
New +$7.55M 1.81% 17

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Atlas Legacy Advisors's MSFT Position: Q2 2026 in Review

Atlas Legacy Advisors increased its Microsoft (MSFT) stake by 25% in Q2 2026, buying an estimated $2.01M and bringing the position to 24,770 shares worth $9.68M. The position accounts for 1.43% of the portfolio, ranked #19.

Atlas Legacy Advisors first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.2M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Atlas Legacy Advisors held 24,770 shares of Microsoft worth $9.68M as of Q2 2026.
  • Atlas Legacy Advisors bought 4,957 Microsoft shares in Q2 2026, an estimated $2.01M.
  • Microsoft made up 1.43% of Atlas Legacy Advisors's portfolio in Q2 2026, its #19 holding.
  • Atlas Legacy Advisors first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
  • Atlas Legacy Advisors's Microsoft position peaked at $12.2M in Q3 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Atlas Legacy Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.