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Atomi Financial Group’s Microsoft MSFT Stock Holding History

Atomi Financial Group’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 		$50.4M Buy
135,077
+19,076
+16% +$7.72M 1.31% 13
2026
Q1 		$42.9M Sell
116,001
-7,044
-6% -$2.95M 1.32% 14
2025
Q4 		$59.5M Buy
123,045
+10,482
+9% +$5.25M 1.75% 11
2025
Q3 		$58.3M Buy
112,563
+8,320
+8% +$4.24M 1.88% 9
2025
Q2 		$51.9M Buy
104,243
+20,143
+24% +$8.75M 1.96% 8
2025
Q1 		$31.6M Sell
84,100
-2,270
-3% -$925K 1.44% 12
2024
Q4 		$36.4M Buy
86,370
+23,868
+38% +$10.2M 1.84% 10
2024
Q3 		$26.9M Buy
62,502
+2,301
+4% +$984K 1.68% 10
2024
Q2 		$26.9M Buy
60,201
+10,789
+22% +$4.56M 1.99% 5
2024
Q1 		$20.8M Buy
49,412
+12,426
+34% +$5.03M 1.92% 5
2023
Q4 		$13.9M Buy
36,986
+17,592
+91% +$6.26M 1.92% 4
2023
Q3 		$6.12M Buy
19,394
+1,024
+6% +$338K 2.04% 3
2023
Q2 		$6.26M Buy
18,370
+2,166
+13% +$679K 2.85% 2
2023
Q1 		$4.67M Buy
+16,204
New +$4.13M 2.61% 3

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

Atomi Financial Group's MSFT Position: Q2 2026 in Review

Atomi Financial Group increased its Microsoft (MSFT) stake by 16% in Q2 2026, buying an estimated $7.72M and bringing the position to 135,077 shares worth $50.4M. The position accounts for 1.31% of the portfolio, ranked #13.

Atomi Financial Group first reported a position in MSFT in Q1 2023 and has held it in 14 quarters since. The position peaked at $59.5M in Q4 2025. 6,239 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Atomi Financial Group held 135,077 shares of Microsoft worth $50.4M as of Q2 2026.
  • Atomi Financial Group bought 19,076 Microsoft shares in Q2 2026, an estimated $7.72M.
  • Microsoft made up 1.31% of Atomi Financial Group's portfolio in Q2 2026, its #13 holding.
  • Atomi Financial Group first reported a position in Microsoft in Q1 2023 and has held it in 14 quarters since.
  • Atomi Financial Group's Microsoft position peaked at $59.5M in Q4 2025.
  • 6,239 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.