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Legacy Capital Wealth Partners’s Microsoft MSFT Stock Holding History

Legacy Capital Wealth Partners’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 		$3.99M Buy
10,696
+742
+7% +$300K 0.77% 22
2026
Q1 		$3.68M Buy
9,954
+410
+4% +$172K 0.76% 21
2025
Q4 		$4.62M Sell
9,544
-10
-0.1% -$5.01K 0.99% 16
2025
Q3 		$4.95M Buy
9,554
+535
+6% +$273K 1.08% 17
2025
Q2 		$4.49M Buy
9,019
+3
+0% +$1.3K 1.02% 17
2025
Q1 		$3.38M Buy
9,016
+7
+0.1% +$2.85K 0.83% 19
2024
Q4 		$3.8M Buy
9,009
+354
+4% +$151K 0.94% 18
2024
Q3 		$3.72M Sell
8,655
-313
-3% -$134K 0.74% 22
2024
Q2 		$4.01M Buy
8,968
+7,058
+370% +$2.98M 1.02% 20
2024
Q1 		$546K Sell
1,910
-6,760
-78% -$2.74M 0.39% 63
2023
Q4 		$3.26M Sell
8,670
-190
-2% -$67.6K 0.92% 21
2023
Q3 		$2.8M Buy
+8,860
New +$2.93M 0.77% 22
2023
Q2 		– Sell
-7,904
Closed -$2.28M – 162
2023
Q1 		$2.28M Buy
+7,904
New +$2.02M 0.62% 35
2021
Q1 		– Sell
-3,113
Closed -$692K – 98
2020
Q4 		$692K Buy
+3,113
New +$669K 0.3% 41

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 $3.38T AUM 44.17% 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 Wealth Partners's MSFT Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its Microsoft (MSFT) stake by 7.5% in Q2 2026, buying an estimated $300K and bringing the position to 10,696 shares worth $3.99M. The position accounts for 0.77% of the portfolio, ranked #22.

Legacy Capital Wealth Partners first reported a position in MSFT in Q4 2020 and has held it in 14 quarters since. The position peaked at $4.95M in Q3 2025. 6,252 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Legacy Capital Wealth Partners held 10,696 shares of Microsoft worth $3.99M as of Q2 2026.
  • Legacy Capital Wealth Partners bought 742 Microsoft shares in Q2 2026, an estimated $300K.
  • Microsoft made up 0.77% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #22 holding.
  • Legacy Capital Wealth Partners first reported a position in Microsoft in Q4 2020 and has held it in 14 quarters since.
  • Legacy Capital Wealth Partners's Microsoft position peaked at $4.95M in Q3 2025.
  • 6,252 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.