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Legacy Edge Advisors’s Microsoft MSFT Stock Holding History

Legacy Edge Advisors’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 		$12.7M Sell
34,028
-36
-0.1% -$14.6K 1.17% 24
2026
Q1 		$12.6M Buy
34,064
+576
+2% +$241K 1.33% 22
2025
Q4 		$16.2M Buy
33,488
+777
+2% +$389K 1.77% 15
2025
Q3 		$16.9M Buy
32,711
+144
+0.4% +$73.5K 2% 15
2025
Q2 		$16.2M Sell
32,567
-315
-1% -$137K 2.16% 15
2025
Q1 		$12.3M Buy
32,882
+185
+0.6% +$75.4K 1.93% 18
2024
Q4 		$13.9M Buy
32,697
+114
+0.3% +$48.6K 2.2% 17
2024
Q3 		$14M Buy
32,583
+675
+2% +$289K 2.24% 16
2024
Q2 		$14.3M Buy
31,908
+2,985
+10% +$1.26M 2.63% 13
2024
Q1 		$12.2M Sell
28,923
-226
-0.8% -$91.5K 2.54% 14
2023
Q4 		$11M Buy
+29,149
New +$10.4M 2.51% 13

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 Edge Advisors's MSFT Position: Q2 2026 in Review

Legacy Edge Advisors reduced its Microsoft (MSFT) stake by 0.11% in Q2 2026, selling an estimated $14.6K and leaving 34,028 shares worth $12.7M. The position accounts for 1.17% of the portfolio, ranked #24.

Legacy Edge Advisors first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $16.9M in Q3 2025. 6,245 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Legacy Edge Advisors held 34,028 shares of Microsoft worth $12.7M as of Q2 2026.
  • Legacy Edge Advisors sold 36 Microsoft shares in Q2 2026, an estimated $14.6K.
  • Microsoft made up 1.17% of Legacy Edge Advisors's portfolio in Q2 2026, its #24 holding.
  • Legacy Edge Advisors first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
  • Legacy Edge Advisors's Microsoft position peaked at $16.9M in Q3 2025.
  • 6,245 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.