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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Legacy Capital Wealth Partners's MSFT Position: Q1 2026 in Review

Legacy Capital Wealth Partners increased its Microsoft (MSFT) stake by 4.3% in Q1 2026, buying an estimated $172K and bringing the position to 9,954 shares worth $3.68M. The position accounts for 0.76% of the portfolio, ranked #21.

Legacy Capital Wealth Partners first reported a position in MSFT in Q4 2020 and has held it in 13 quarters since. The position peaked at $4.95M in Q3 2025. 6,188 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Legacy Capital Wealth Partners held 9,954 shares of Microsoft worth $3.68M as of Q1 2026.
Legacy Capital Wealth Partners bought 410 Microsoft shares in Q1 2026, an estimated $172K.
Microsoft made up 0.76% of Legacy Capital Wealth Partners's portfolio in Q1 2026, its #21 holding.
Legacy Capital Wealth Partners first reported a position in Microsoft in Q4 2020 and has held it in 13 quarters since.
Legacy Capital Wealth Partners's Microsoft position peaked at $4.95M in Q3 2025.
6,188 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.