SEC 13F Intelligence

Atticus Wealth Management, LLC / MSFT

Atticus Wealth Management, LLC’s Microsoft Corp Position

Does Atticus Wealth Management, LLC own Microsoft Corp (MSFT)? Yes — 14.8K shares worth $5M (+1.49% of its 13F portfolio) as of Q1 2026, down from 16.1K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
14.8K
% of Portfolio
+1.49%
Quarters Held
26
currently held

Position History MSFT

Reported value by quarter
Q4 ’19: $3MQ4 ’19Q1 ’20: $3MQ2 ’20: $4MQ3 ’20: $4MQ4 ’20: $4MQ4 ’20Q1 ’21: $4MQ2 ’21: $5MQ3 ’21: $5MQ4 ’21: $6MQ4 ’21Q1 ’22: $6MQ2 ’22: $5MQ3 ’22: $5MQ4 ’22: $5MQ4 ’22Q1 ’23: $5MQ2 ’23: $6MQ3 ’23: $5MQ4 ’23: $6MQ4 ’23Q1 ’24: $7MQ2 ’24: $7MQ3 ’24: $7MQ4 ’24: $7MQ4 ’24Q1 ’25: $6MQ2 ’25: $8MQ3 ’25: $9MQ4 ’25: $8MQ4 ’25Q1 ’26: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202614.8K$5M+1.49%
Q4 202516.1K$8M+1.92%
Q3 202516.5K$9M+2.16%
Q2 202515.9K$8M+2.13%
Q1 202515.0K$6M+1.83%
Q4 202415.8K$7M+2.07%
Q3 202415.8K$7M+2.18%
Q2 202415.7K$7M+2.30%
Q1 202416.5K$7M+2.27%
Q4 202316.7K$6M+2.21%
Q3 202316.5K$5M+2.00%
Q2 202316.6K$6M+2.08%
Q1 202316.9K$5M+1.86%
Q4 202220.0K$5M+1.98%
Q3 202220.7K$5M+2.58%
Q2 202220.7K$5M+2.21%
Q1 202219.8K$6M+2.23%
Q4 202117.6K$6M+2.30%
Q3 202116.9K$5M+2.10%
Q2 202117.6K$5M+2.08%
Q1 202118.5K$4M+2.08%
Q4 202019.2K$4M+2.15%
Q3 202021.0K$4M+2.63%
Q2 202020.7K$4M+2.78%
Q1 202019.8K$3M+2.51%
Q4 201919.3K$3M+1.94%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Atticus Wealth Management, LLC’s full portfolio or all institutional holders of MSFT.