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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
Q2 		$9.67M 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 		$9.83M 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

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

Atwater Malick's MSFT Position: Q2 2026 in Review

Atwater Malick increased its Microsoft (MSFT) stake by 7.6% in Q2 2026, buying an estimated $737K and bringing the position to 25,928 shares worth $9.67M. The position accounts for 2.11% of the portfolio, ranked #14.

Atwater Malick first reported a position in MSFT in Q3 2019 and has held it in 22 quarters since. The position peaked at $11.2M in Q3 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Atwater Malick held 25,928 shares of Microsoft worth $9.67M as of Q2 2026.
  • Atwater Malick bought 1,821 Microsoft shares in Q2 2026, an estimated $737K.
  • Microsoft made up 2.11% of Atwater Malick's portfolio in Q2 2026, its #14 holding.
  • Atwater Malick first reported a position in Microsoft in Q3 2019 and has held it in 22 quarters since.
  • Atwater Malick's Microsoft position peaked at $11.2M in Q3 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Atwater Malick's 13F filing for Q2 2026, filed 27 Jul 2026.