Atwood & Palmer’s Microsoft MSFT Stock Holding History

Atwood & Palmer’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	$1.88M	Sell	5,028 -414	-8%	-$168K	0.1%	73
2026 Q1	$2.01M	Buy	5,442 +740	+16%	+$310K	0.11%	70
2025 Q4	$2.27M	Sell	4,702 -226	-5%	-$113K	0.13%	64
2025 Q3	$2.55M	Sell	4,928 -197	-4%	-$100K	0.15%	61
2025 Q2	$2.55M	Buy	5,125 +161	+3%	+$69.9K	0.16%	61
2025 Q1	$1.86M	Buy	4,964 +363	+8%	+$148K	0.13%	71
2024 Q4	$1.94M	Buy	4,601 +48	+1%	+$20.4K	0.13%	64
2024 Q3	$1.96M	Sell	4,553 -21	-0.5%	-$8.98K	0.13%	66
2024 Q2	$2.04M	Sell	4,574 -452	-9%	-$191K	0.15%	63
2024 Q1	$2.11M	Buy	5,026 +138	+3%	+$55.9K	0.16%	62
2023 Q4	$1.84M	Sell	4,888 -250	-5%	-$89K	0.15%	62
2023 Q3	$1.62M	Buy	5,138 +50	+1%	+$16.5K	0.14%	64
2023 Q2	$1.73M	Buy	5,088 +1,415	+39%	+$443K	0.16%	71
2023 Q1	$1.06M	Sell	3,673 -1,952	-35%	-$498K	0.1%	78
2022 Q4	$1.35M	Hold	5,625	–	–	0.12%	79
2022 Q3	$1.31M	Hold	5,625	–	–	0.13%	83
2022 Q2	$1.45M	Sell	5,625 -1,009	-15%	-$274K	0.14%	73
2022 Q1	$2.04M	Sell	6,634 -467	-7%	-$140K	0.18%	68
2021 Q4	$2.39M	Buy	7,101 +265	+4%	+$85.9K	0.2%	62
2021 Q3	$1.93M	Sell	6,836 -516	-7%	-$150K	0.17%	65
2021 Q2	$1.99M	Sell	7,352 -148	-2%	-$37.6K	0.18%	67
2021 Q1	$1.77M	Buy	7,500 +11	+0.1%	+$2.55K	0.17%	66
2020 Q4	$1.67M	Buy	7,489 +500	+7%	+$108K	0.18%	67
2020 Q3	$1.47M	Sell	6,989 -445	-6%	-$93.5K	0.19%	62
2020 Q2	$1.51M	Sell	7,434 -67	-0.9%	-$12.2K	0.2%	60
2020 Q1	$1.18M	Buy	7,501 +900	+14%	+$148K	0.19%	64
2019 Q4	$1.04M	Hold	6,601	–	–	0.13%	65
2019 Q3	$918K	Sell	6,601 -380	-5%	-$52.3K	0.12%	70
2019 Q2	$935K	Sell	6,981 -1,714	-20%	-$218K	0.13%	71
2019 Q1	$1.02M	Sell	8,695 -200	-2%	-$21.8K	0.15%	65
2018 Q4	$903K	Buy	8,895 +1,251	+16%	+$134K	0.14%	69
2018 Q3	$874K	Buy	7,644 +55	+0.7%	+$5.96K	0.11%	71
2018 Q2	$748K	Buy	7,589 +1,262	+20%	+$122K	0.1%	72
2018 Q1	$577K	Hold	6,327	–	–	0.08%	78
2017 Q4	$541K	Sell	6,327 -754	-11%	-$61.9K	0.08%	79
2017 Q3	$527K	Hold	7,081	–	–	0.08%	82
2017 Q2	$488K	Buy	7,081 +1,300	+22%	+$89.2K	0.08%	83
2017 Q1	$381K	Hold	5,781	–	–	0.06%	90
2016 Q4	$359K	Hold	5,781	–	–	0.06%	86
2016 Q3	$333K	Buy	5,781 +162	+3%	+$9.14K	0.06%	86
2016 Q2	$288K	Sell	5,619 -340	-6%	-$17.7K	0.05%	95
2016 Q1	$329K	Buy	5,959 +100	+2%	+$5.24K	0.06%	91
2015 Q4	$325K	Hold	5,859	–	–	0.06%	104
2015 Q3	$259K	Buy	5,859 +102	+2%	+$4.58K	0.05%	109
2015 Q2	$254K	Buy	5,757 +900	+19%	+$41.1K	0.05%	116
2015 Q1	$197K	Hold	4,857	–	–	0.04%	123
2014 Q4	$226K	Buy	4,857 +150	+3%	+$7.04K	0.04%	116
2014 Q3	$218K	Buy	4,707 +632	+16%	+$28.2K	0.04%	118
2014 Q2	$170K	Buy	+4,075	New	+$165K	0.05%	123
2014 Q1	–	Sell	-281,682	Closed	-$10.5M	–	116
2013 Q4	$10.5M	Sell	281,682 -89,858	-24%	-$3.26M	2.6%	14
2013 Q3	$12.4M	Sell	371,540 -3,300	-0.9%	-$109K	3.41%	6
2013 Q2	$12.9M	Buy	+374,840	New	+$12.3M	3.5%	6

Other funds holding MSFT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Atwood & Palmer's MSFT Position: Q2 2026 in Review

Atwood & Palmer reduced its Microsoft (MSFT) stake by 7.6% in Q2 2026, selling an estimated $168K and leaving 5,028 shares worth $1.88M. The position accounts for 0.1% of the portfolio, ranked #73.

Atwood & Palmer first reported a position in MSFT in Q2 2013 and has held it in 52 quarters since. The position peaked at $12.9M in Q2 2013. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Atwood & Palmer held 5,028 shares of Microsoft worth $1.88M as of Q2 2026.
Atwood & Palmer sold 414 Microsoft shares in Q2 2026, an estimated $168K.
Microsoft made up 0.1% of Atwood & Palmer's portfolio in Q2 2026, its #73 holding.
Atwood & Palmer first reported a position in Microsoft in Q2 2013 and has held it in 52 quarters since.
Atwood & Palmer's Microsoft position peaked at $12.9M in Q2 2013.
2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.