Microsoft Corporation
CH ˙ SWX ˙ US5949181045
SecurityCH:MSFT / Microsoft Corporation
InstitutionAtticus Wealth Management, Llc
Latest Disclosed Ownership14,840 shares
Latest Disclosed Value $ 5,493,148
Atticus Wealth Management, Llc reports 7.71% decrease in ownership of MSFT / Microsoft Corporation

On April 28, 2026 - Atticus Wealth Management, Llc filed a 13F-HR form disclosing ownership of 14,840 shares of Microsoft Corporation (CH:MSFT) valued at $5,493,148 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 16,079 shares of Microsoft Corporation. This represents a change in shares of -7.71% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-28 2026-03-31 13F MICROSOFT COM 594918104 14,840 -1,239 -7.71 5,493 -29.36 1.4890
2026-02-09 2025-12-31 13F MICROSOFT COM 594918104 16,079 -422 -2.56 7,776 -9.01 1.9204
2025-11-07 2025-09-30 13F MICROSOFT COM 594918104 16,501 606 3.81 8,547 8.10 2.1572
2025-07-10 2025-06-30 13F MICROSOFT COM 594918104 15,895 934 6.24 7,907 40.78 2.1349
2025-04-22 2025-03-31 13F MICROSOFT COM 594918104 14,961 -831 -5.26 5,616 -15.62 1.8329
2025-01-22 2024-12-31 13F MICROSOFT COM 594918104 15,792 4 0.03 6,656 -2.02 2.0696
2024-10-15 2024-09-30 13F MICROSOFT COM 594918104 15,788 61 0.39 6,794 -3.36 2.1811
2024-07-17 2024-06-30 13F MICROSOFT COM 594918104 15,727 -780 -4.73 7,029 1.22 2.2972
2024-04-17 2024-03-31 13F MICROSOFT COM 594918104 16,507 -163 -0.98 6,945 10.78 2.2710
2024-01-17 2023-12-31 13F MICROSOFT COM 594918104 16,670 136 0.82 6,269 20.08 2.2117
2023-11-16 2023-09-30 13F/A-1 MICROSOFT COM 594918104 16,534 -26 -0.16 5,221 -7.43 2.0006
2023-10-16 2023-09-30 13F MICROSOFT COM 594918104 16,560 0 5,639 2.0784
2023-07-21 2023-06-30 13F MICROSOFT COM 594918104 16,560 -346 -2.05 5,639 15.70 2.0781
2023-04-17 2023-03-31 13F MICROSOFT COM 594918104 16,906 -3,134 -15.64 4,874 1.41 1.8619
2023-01-31 2022-12-31 13F MICROSOFT COM 594918104 20,040 -706 -3.40 4,806 -9.80 1.9754
2022-10-18 2022-09-30 13F MICROSOFT COM 594918104 20,746 0 0.00 5,328 0.00 2.5757
2022-07-13 2022-06-30 13F MICROSOFT COM 594918104 20,746 951 4.80 5,328 -12.70 2.2127
2022-04-15 2022-03-31 13F MICROSOFT COM 594918104 19,795 2,239 12.75 6,103 3.37 2.2280
2022-01-26 2021-12-31 13F MICROSOFT COM 594918104 17,556 607 3.58 5,904 23.57 2.3034
2021-11-09 2021-09-30 13F/A-1 MICROSOFT COM 594918104 16,949 -680 -3.86 4,778 0.04 2.0974
2021-10-18 2021-09-30 13F MICROSOFT COM 594918104 16,949 -680 4,778 1.3717
2021-07-21 2021-06-30 13F MICROSOFT COM 594918104 17,629 -892 -4.82 4,776 9.37 2.0791
2021-04-15 2021-03-31 13F MICROSOFT COM 594918104 18,521 -704 -3.66 4,367 2.13 2.0801
2021-01-20 2020-12-31 13F MICROSOFT COM 594918104 19,225 -1,758 -8.38 4,276 -3.10 2.1525
2020-10-21 2020-09-30 13F MICROSOFT COM 594918104 20,983 265 1.28 4,413 4.67 2.6312
2020-07-15 2020-06-30 13F MICROSOFT COM 594918104 20,718 966 4.89 4,216 35.35 2.7833
2020-04-23 2020-03-31 13F MICROSOFT COM 594918104 19,752 495 2.57 3,115 2.57 2.5115
2020-02-03 2019-12-31 13F MICROSOFT COM 594918104 19,257 19,257 3,037 1.9368
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.