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Atlas Wealth Partners’s Microsoft MSFT Stock Holding History

Atlas Wealth Partners’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 		$2.14M Sell
5,724
-10
-0.2% -$4.05K 2.33% 11
2026
Q1 		$2.12M Sell
5,734
-67
-1% -$28K 2.18% 10
2025
Q4 		$2.81M Sell
5,801
-50
-0.9% -$25.1K 3.08% 6
2025
Q3 		$3.03M Sell
5,851
-188
-3% -$95.9K 3.09% 6
2025
Q2 		$3M Sell
6,039
-366
-6% -$159K 3.47% 6
2025
Q1 		$2.4M Sell
6,405
-32
-0.5% -$13K 2.96% 7
2024
Q4 		$2.71M Sell
6,437
-178
-3% -$75.8K 3.43% 6
2024
Q3 		$2.85M Buy
+6,615
New +$2.83M 4.34% 6
2023
Q3 		– Sell
-7,011
Closed -$2.41M – 24
2023
Q2 		$2.41M Buy
+7,011
New +$2.2M 6.94% 4

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Atlas Wealth Partners's MSFT Position: Q2 2026 in Review

Atlas Wealth Partners reduced its Microsoft (MSFT) stake by 0.17% in Q2 2026, selling an estimated $4.05K and leaving 5,724 shares worth $2.14M. The position accounts for 2.33% of the portfolio, ranked #11.

Atlas Wealth Partners first reported a position in MSFT in Q2 2023 and has held it in 9 quarters since. The position peaked at $3.03M in Q3 2025. 3,078 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Atlas Wealth Partners held 5,724 shares of Microsoft worth $2.14M as of Q2 2026.
  • Atlas Wealth Partners sold 10 Microsoft shares in Q2 2026, an estimated $4.05K.
  • Microsoft made up 2.33% of Atlas Wealth Partners's portfolio in Q2 2026, its #11 holding.
  • Atlas Wealth Partners first reported a position in Microsoft in Q2 2023 and has held it in 9 quarters since.
  • Atlas Wealth Partners's Microsoft position peaked at $3.03M in Q3 2025.
  • 3,078 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Atlas Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.