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Legacy Capital Wealth Management’s Microsoft MSFT Stock Holding History

Legacy Capital Wealth Management’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 		$4.11M Buy
11,113
+4,395
+65% +$1.84M 2.37% 11
2025
Q4 		$3.25M Buy
+6,718
New +$3.37M 1.97% 18
2024
Q4 		$2.19M Buy
+5,186
New +$2.21M 2.17% 11

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 Capital Wealth Management's MSFT Position: Q1 2026 in Review

Legacy Capital Wealth Management increased its Microsoft (MSFT) stake by 65% in Q1 2026, buying an estimated $1.84M and bringing the position to 11,113 shares worth $4.11M. The position accounts for 2.37% of the portfolio, ranked #11.

Legacy Capital Wealth Management first reported a position in MSFT in Q4 2024 and has held it in 3 quarters since. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Legacy Capital Wealth Management held 11,113 shares of Microsoft worth $4.11M as of Q1 2026.
  • Legacy Capital Wealth Management bought 4,395 Microsoft shares in Q1 2026, an estimated $1.84M.
  • Microsoft made up 2.37% of Legacy Capital Wealth Management's portfolio in Q1 2026, its #11 holding.
  • Legacy Capital Wealth Management first reported a position in Microsoft in Q4 2024 and has held it in 3 quarters since.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Legacy Capital Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.