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Legacy Advisory Services’s Microsoft MSFT Stock Holding History

Legacy Advisory Services’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 		$820K Buy
2,198
+1,072
+95% +$434K 0.58% 18
2026
Q1 		$417K Buy
+1,126
New +$471K 0.32% 33
2025
Q1 		– Sell
-7,110
Closed -$3M – 56
2024
Q4 		$3M Sell
7,110
-1,985
-22% -$846K 2.56% 12
2024
Q3 		$3.91M Sell
9,095
-330
-4% -$141K 3.36% 11
2024
Q2 		$4.21M Buy
9,425
+231
+3% +$97.6K 3.85% 9
2024
Q1 		$3.87M Sell
9,194
-1,186
-11% -$480K 3.67% 10
2023
Q4 		$3.9M Buy
+10,380
New +$3.69M 4.12% 9

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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Mirae Asset Global Investments
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Legacy Advisory Services's MSFT Position: Q2 2026 in Review

Legacy Advisory Services increased its Microsoft (MSFT) stake by 95% in Q2 2026, buying an estimated $434K and bringing the position to 2,198 shares worth $820K. The position accounts for 0.58% of the portfolio, ranked #18.

Legacy Advisory Services first reported a position in MSFT in Q4 2023 and has held it in 7 quarters since. The position peaked at $4.21M in Q2 2024. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Legacy Advisory Services held 2,198 shares of Microsoft worth $820K as of Q2 2026.
  • Legacy Advisory Services bought 1,072 Microsoft shares in Q2 2026, an estimated $434K.
  • Microsoft made up 0.58% of Legacy Advisory Services's portfolio in Q2 2026, its #18 holding.
  • Legacy Advisory Services first reported a position in Microsoft in Q4 2023 and has held it in 7 quarters since.
  • Legacy Advisory Services's Microsoft position peaked at $4.21M in Q2 2024.
  • 2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Legacy Advisory Services's 13F filing for Q2 2026, filed 21 Jul 2026.