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Legacy CG’s Microsoft MSFT Stock Holding History

Legacy CG’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 		$5.74M Buy
15,494
+465
+3% +$195K 1.59% 26
2025
Q4 		$7.27M Sell
15,029
-657
-4% -$329K 2.03% 19
2025
Q3 		$8.12M Sell
15,686
-562
-3% -$287K 2.29% 16
2025
Q2 		$8.08M Sell
16,248
-1,160
-7% -$504K 2.41% 13
2025
Q1 		$6.53M Buy
17,408
+238
+1% +$97K 2.11% 16
2024
Q4 		$7.24M Buy
17,170
+1,763
+11% +$751K 2.22% 15
2024
Q3 		$6.63M Buy
15,407
+56
+0.4% +$23.9K 2.17% 16
2024
Q2 		$6.86M Sell
15,351
-459
-3% -$194K 2.34% 13
2024
Q1 		$6.65M Sell
15,810
-901
-5% -$365K 2.41% 11
2023
Q4 		$6.28M Buy
16,711
+1,395
+9% +$497K 2.38% 13
2023
Q3 		$4.84M Sell
15,316
-661
-4% -$218K 2.25% 10
2023
Q2 		$5.44M Sell
15,977
-35
-0.2% -$11K 2.51% 12
2023
Q1 		$4.62M Buy
16,012
+404
+3% +$103K 2.33% 11
2022
Q4 		$3.74M Buy
15,608
+2,252
+17% +$540K 2.19% 16
2022
Q3 		$3.11M Sell
13,356
-25
-0.2% -$6.6K 2.05% 15
2022
Q2 		$3.44M Sell
13,381
-613
-4% -$166K 2.37% 11
2022
Q1 		$4.31M Buy
13,994
+139
+1% +$41.8K 2.81% 9
2021
Q4 		$4.66M Buy
+13,855
New +$4.49M 2.8% 9

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 CG's MSFT Position: Q1 2026 in Review

Legacy CG increased its Microsoft (MSFT) stake by 3.1% in Q1 2026, buying an estimated $195K and bringing the position to 15,494 shares worth $5.74M. The position accounts for 1.59% of the portfolio, ranked #26.

Legacy CG first reported a position in MSFT in Q4 2021 and has held it in 18 quarters since. The position peaked at $8.12M in Q3 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Legacy CG held 15,494 shares of Microsoft worth $5.74M as of Q1 2026.
  • Legacy CG bought 465 Microsoft shares in Q1 2026, an estimated $195K.
  • Microsoft made up 1.59% of Legacy CG's portfolio in Q1 2026, its #26 holding.
  • Legacy CG first reported a position in Microsoft in Q4 2021 and has held it in 18 quarters since.
  • Legacy CG's Microsoft position peaked at $8.12M in Q3 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Legacy CG's 13F filing for Q1 2026, filed 5 May 2026.