LCGC
MSFT icon

Legacy Capital Group California’s Microsoft MSFT Stock Holding History

Legacy Capital Group California’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 		$2.49M Sell
6,678
-138
-2% -$55.8K 0.75% 19
2026
Q1 		$2.52M Sell
6,816
-3,117
-31% -$1.3M 0.96% 13
2025
Q4 		$4.8M Sell
9,933
-2,957
-23% -$1.48M 1.16% 9
2025
Q3 		$6.68M Buy
12,890
+1,364
+12% +$696K 1.7% 6
2025
Q2 		$5.73M Buy
11,526
+1,660
+17% +$721K 1.59% 6
2025
Q1 		$3.7M Buy
9,866
+95
+1% +$38.7K 1.29% 11
2024
Q4 		$4.12M Sell
9,771
-3,685
-27% -$1.57M 1.26% 9
2024
Q3 		$5.79M Buy
13,456
+1,666
+14% +$712K 1.93% 3
2024
Q2 		$5.27M Sell
11,790
-52
-0.4% -$22K 1.9% 3
2024
Q1 		$4.98M Sell
11,842
-972
-8% -$393K 1.84% 3
2023
Q4 		$4.82M Sell
12,814
-838
-6% -$298K 1.86% 4
2023
Q3 		$4.31M Buy
13,652
+1,396
+11% +$461K 1.85% 6
2023
Q2 		$4.17M Buy
12,256
+6,375
+108% +$2M 1.72% 8
2023
Q1 		$1.7M Buy
+5,881
New +$1.5M 0.83% 19

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Legacy Capital Group California's MSFT Position: Q2 2026 in Review

Legacy Capital Group California reduced its Microsoft (MSFT) stake by 2% in Q2 2026, selling an estimated $55.8K and leaving 6,678 shares worth $2.49M. The position accounts for 0.75% of the portfolio, ranked #19.

Legacy Capital Group California first reported a position in MSFT in Q1 2023 and has held it in 14 quarters since. The position peaked at $6.68M in Q3 2025. 6,198 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Legacy Capital Group California held 6,678 shares of Microsoft worth $2.49M as of Q2 2026.
  • Legacy Capital Group California sold 138 Microsoft shares in Q2 2026, an estimated $55.8K.
  • Microsoft made up 0.75% of Legacy Capital Group California's portfolio in Q2 2026, its #19 holding.
  • Legacy Capital Group California first reported a position in Microsoft in Q1 2023 and has held it in 14 quarters since.
  • Legacy Capital Group California's Microsoft position peaked at $6.68M in Q3 2025.
  • 6,198 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.