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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
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 $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

Atlas Legacy Advisors's MSFT Position: Q1 2026 in Review

Atlas Legacy Advisors reduced its Microsoft (MSFT) stake by 19% in Q1 2026, selling an estimated $1.95M and leaving 19,813 shares worth $7.36M. The position accounts for 1.34% of the portfolio, ranked #19.

Atlas Legacy Advisors first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $12.2M in Q3 2025. 6,178 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Atlas Legacy Advisors held 19,813 shares of Microsoft worth $7.36M as of Q1 2026.
  • Atlas Legacy Advisors sold 4,655 Microsoft shares in Q1 2026, an estimated $1.95M.
  • Microsoft made up 1.34% of Atlas Legacy Advisors's portfolio in Q1 2026, its #19 holding.
  • Atlas Legacy Advisors first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • Atlas Legacy Advisors's Microsoft position peaked at $12.2M in Q3 2025.
  • 6,178 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Atlas Legacy Advisors's 13F filing for Q1 2026, filed 11 May 2026.