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Family Legacy Financial Solutions’s Microsoft MSFT Stock Holding History

Family Legacy Financial Solutions’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 		$1.63M Buy
4,368
+241
+6% +$97.5K 0.99% 19
2026
Q1 		$1.52M Buy
4,127
+1,377
+50% +$576K 1.23% 17
2025
Q4 		$1.33M Buy
2,750
+183
+7% +$91.7K 1.03% 19
2025
Q3 		$1.33M Buy
2,567
+86
+3% +$43.9K 1.02% 21
2025
Q2 		$1.23M Buy
+2,481
New +$1.08M 1.05% 21

Other funds holding MSFT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Family Legacy Financial Solutions's MSFT Position: Q2 2026 in Review

Family Legacy Financial Solutions increased its Microsoft (MSFT) stake by 5.8% in Q2 2026, buying an estimated $97.5K and bringing the position to 4,368 shares worth $1.63M. The position accounts for 0.99% of the portfolio, ranked #19.

Family Legacy Financial Solutions first reported a position in MSFT in Q2 2025 and has held it in 5 quarters since. 2,629 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Family Legacy Financial Solutions held 4,368 shares of Microsoft worth $1.63M as of Q2 2026.
  • Family Legacy Financial Solutions bought 241 Microsoft shares in Q2 2026, an estimated $97.5K.
  • Microsoft made up 0.99% of Family Legacy Financial Solutions's portfolio in Q2 2026, its #19 holding.
  • Family Legacy Financial Solutions first reported a position in Microsoft in Q2 2025 and has held it in 5 quarters since.
  • 2,629 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Family Legacy Financial Solutions's 13F filing for Q2 2026, filed 14 Jul 2026.