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Atlas Wealth’s Microsoft MSFT Stock Holding History

Atlas 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
Q2 		$9.96M Sell
26,697
-877
-3% -$355K 1.42% 22
2026
Q1 		$10.2M Sell
27,574
-1,014
-4% -$424K 3.06% 8
2025
Q4 		$13.8M Sell
28,588
-456
-2% -$229K 4.2% 5
2025
Q3 		$15M Sell
29,044
-175
-0.6% -$89.3K 4.86% 3
2025
Q2 		$14.4M Buy
29,219
+19
+0.1% +$8.25K 5.25% 4
2025
Q1 		$11M Buy
29,200
+531
+2% +$216K 4.27% 6
2024
Q4 		$12.1M Sell
28,669
-290
-1% -$124K 4.57% 6
2024
Q3 		$12.5M Sell
28,959
-29,071
-50% -$12.4M 5.38% 6
2024
Q2 		$26.7M Buy
58,030
+29,015
+100% +$12.3M 3.14% 7
2024
Q1 		$12.2M Sell
29,015
-117
-0.4% -$47.4K 5.96% 6
2023
Q4 		$9.2M Hold
29,132
– – 5.01% 7
2023
Q3 		$9.2M Sell
29,132
-54
-0.2% -$17.8K 1.72% 18
2023
Q2 		$10.5M Sell
29,186
-62
-0.2% -$19.4K 1.93% 16
2023
Q1 		$8.43M Sell
29,248
-1,195
-4% -$305K 1.66% 18
2022
Q4 		$7.3M Buy
+30,443
New +$7.31M 1.97% 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 Wealth's MSFT Position: Q2 2026 in Review

Atlas Wealth reduced its Microsoft (MSFT) stake by 3.2% in Q2 2026, selling an estimated $355K and leaving 26,697 shares worth $9.96M. The position accounts for 1.42% of the portfolio, ranked #22.

Atlas Wealth first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $26.7M in Q2 2024. 6,192 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Atlas Wealth held 26,697 shares of Microsoft worth $9.96M as of Q2 2026.
  • Atlas Wealth sold 877 Microsoft shares in Q2 2026, an estimated $355K.
  • Microsoft made up 1.42% of Atlas Wealth's portfolio in Q2 2026, its #22 holding.
  • Atlas Wealth first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • Atlas Wealth's Microsoft position peaked at $26.7M in Q2 2024.
  • 6,192 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Atlas Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.