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Legacy Bridge’s Microsoft MSFT Stock Holding History

Legacy Bridge’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
Q1 		$3.38M Buy
9,124
+335
+4% +$140K 1.29% 17
2025
Q4 		$4.25M Buy
8,789
+556
+7% +$279K 1.73% 9
2025
Q3 		$4.26M Buy
8,233
+313
+4% +$160K 1.77% 9
2025
Q2 		$3.94M Sell
7,920
-10
-0.1% -$4.34K 1.87% 7
2025
Q1 		$2.98M Sell
7,930
-21
-0.3% -$8.56K 1.66% 9
2024
Q4 		$3.35M Hold
7,951
– – 1.75% 8
2024
Q3 		$3.42M Sell
7,951
-681
-8% -$291K 1.84% 5
2024
Q2 		$3.86M Sell
8,632
-118
-1% -$49.8K 2.27% 4
2024
Q1 		$3.68M Sell
8,750
-4
-0% -$1.62K 2.15% 4
2023
Q4 		$3.29M Sell
8,754
-286
-3% -$102K 2.13% 3
2023
Q3 		$2.85M Hold
9,040
– – 2.03% 2
2023
Q2 		$3.08M Buy
9,040
+285
+3% +$89.3K 2.06% 2
2023
Q1 		$2.52M Sell
8,755
-915
-9% -$233K 1.76% 2
2022
Q4 		$2.32M Buy
9,670
+1,150
+13% +$276K 1.65% 3
2022
Q3 		$1.98M Hold
8,520
– – 1.58% 4
2022
Q2 		$2.19M Sell
8,520
-497
-6% -$135K 1.61% 5
2022
Q1 		$2.78M Sell
9,017
-460
-5% -$138K 1.62% 3
2021
Q4 		$3.19M Sell
9,477
-153
-2% -$49.6K 1.66% 3
2021
Q3 		$2.71M Sell
9,630
-763
-7% -$222K 1.57% 4
2021
Q2 		$2.81M Sell
10,393
-85
-0.8% -$21.6K 1.59% 5
2021
Q1 		$2.47M Buy
10,478
+180
+2% +$41.8K 1.6% 5
2020
Q4 		$2.29M Buy
10,298
+650
+7% +$140K 1.66% 6
2020
Q3 		$2.03M Buy
9,648
+2
+0% +$420 1.85% 6
2020
Q2 		$1.96M Sell
9,646
-492
-5% -$89.3K 2.16% 2
2020
Q1 		$1.6M Sell
10,138
-4,103
-29% -$675K 2.01% 2
2019
Q4 		$2.25M Buy
14,241
+997
+8% +$146K 1.87% 2
2019
Q3 		$1.84M Sell
13,244
-700
-5% -$96.3K 1.76% 3
2019
Q2 		$1.87M Buy
13,944
+500
+4% +$63.5K 1.8% 4
2019
Q1 		$1.59M Sell
13,444
-50
-0.4% -$5.46K 1.64% 5
2018
Q4 		$1.37M Buy
+13,494
New +$1.45M 1.7% 5

Other funds holding MSFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Legacy Bridge's MSFT Position: Q1 2026 in Review

Legacy Bridge increased its Microsoft (MSFT) stake by 3.8% in Q1 2026, buying an estimated $140K and bringing the position to 9,124 shares worth $3.38M. The position accounts for 1.29% of the portfolio, ranked #17.

Legacy Bridge first reported a position in MSFT in Q4 2018 and has held it in 30 quarters since. The position peaked at $4.26M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Legacy Bridge held 9,124 shares of Microsoft worth $3.38M as of Q1 2026.
  • Legacy Bridge bought 335 Microsoft shares in Q1 2026, an estimated $140K.
  • Microsoft made up 1.29% of Legacy Bridge's portfolio in Q1 2026, its #17 holding.
  • Legacy Bridge first reported a position in Microsoft in Q4 2018 and has held it in 30 quarters since.
  • Legacy Bridge's Microsoft position peaked at $4.26M in Q3 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.