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Atwater Malick’s Microsoft MSFT Stock Holding History

Atwater Malick’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
Q3 		$13.3M Sell
25,903
-25
-0.1% -$11.6K 2.92% 12
2026
Q2 		$9.7M Buy
25,928
+1,821
+8% +$737K 2.11% 14
2026
Q1 		$8.92M Buy
24,107
+1,652
+7% +$691K 2.41% 14
2025
Q4 		$10.9M Buy
22,455
+830
+4% +$416K 2.99% 14
2025
Q3 		$11.2M Buy
21,625
+1,867
+9% +$952K 3.25% 13
2025
Q2 		$9.8M Sell
19,758
-66
-0.3% -$28.7K 3.11% 15
2025
Q1 		$7.44M Buy
19,824
+1,059
+6% +$432K 2.52% 18
2024
Q4 		$7.91M Buy
18,765
+202
+1% +$86K 2.65% 15
2024
Q3 		$7.99M Buy
18,563
+709
+4% +$303K 2.57% 19
2024
Q2 		$7.98M Buy
17,854
+378
+2% +$160K 2.75% 16
2024
Q1 		$7.35M Buy
17,476
+1,639
+10% +$664K 2.59% 17
2023
Q4 		$5.96M Buy
15,837
+1,699
+12% +$605K 2.33% 20
2023
Q3 		$4.46M Buy
14,138
+496
+4% +$164K 1.97% 24
2023
Q2 		$4.65M Buy
13,642
+12,714
+1,370% +$3.98M 1.98% 24
2023
Q1 		$268K Hold
928
– – 0.13% 54
2022
Q4 		$223K Sell
928
-65
-7% -$15.6K 0.11% 56
2022
Q3 		$231K Hold
993
– – 0.13% 49
2022
Q2 		$255K Hold
993
– – 0.13% 46
2022
Q1 		$306K Buy
993
+207
+26% +$62.3K 0.15% 43
2021
Q4 		$264K Sell
786
-42
-5% -$13.6K 0.12% 46
2021
Q3 		$233K Buy
828
+61
+8% +$17.7K 0.12% 49
2021
Q2 		$208K Buy
+767
New +$195K 0.12% 45
2019
Q4 		– Sell
-263
Closed -$37K – 142
2019
Q3 		$37K Buy
+263
New +$36.2K 0.03% 85

Other funds holding MSFT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Atwater Malick's MSFT Position: Q3 2026 in Review

Atwater Malick reduced its Microsoft (MSFT) stake by 0.1% in Q3 2026, selling an estimated $11.6K and leaving 25,903 shares worth $13.3M. The position accounts for 2.92% of the portfolio, ranked #12.

Atwater Malick first reported a position in MSFT in Q3 2019 and has held it in 23 quarters since. 1,354 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Atwater Malick held 25,903 shares of Microsoft worth $13.3M as of Q3 2026.
  • Atwater Malick sold 25 Microsoft shares in Q3 2026, an estimated $11.6K.
  • Microsoft made up 2.92% of Atwater Malick's portfolio in Q3 2026, its #12 holding.
  • Atwater Malick first reported a position in Microsoft in Q3 2019 and has held it in 23 quarters since.
  • 1,354 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Atwater Malick's 13F filing for Q3 2026, filed 15 Oct 2026.