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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
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 $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

Atomi Financial Group's MSFT Position: Q1 2026 in Review

Atomi Financial Group reduced its Microsoft (MSFT) stake by 5.7% in Q1 2026, selling an estimated $2.95M and leaving 116,001 shares worth $42.9M. The position accounts for 1.32% of the portfolio, ranked #14.

Atomi Financial Group first reported a position in MSFT in Q1 2023 and has held it in 13 quarters since. The position peaked at $59.5M in Q4 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Atomi Financial Group held 116,001 shares of Microsoft worth $42.9M as of Q1 2026.
  • Atomi Financial Group sold 7,044 Microsoft shares in Q1 2026, an estimated $2.95M.
  • Microsoft made up 1.32% of Atomi Financial Group's portfolio in Q1 2026, its #14 holding.
  • Atomi Financial Group first reported a position in Microsoft in Q1 2023 and has held it in 13 quarters since.
  • Atomi Financial Group's Microsoft position peaked at $59.5M in Q4 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.