Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Microsoft MSFT Stock Holding History

Legacy Financial Group (Iowa)’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 		$2.84M Sell
7,615
-188
-2% -$76.1K 0.32% 50
2026
Q1 		$2.89M Sell
7,803
-30
-0.4% -$12.6K 0.36% 46
2025
Q4 		$3.24M Buy
7,833
+4
+0.1% +$2K 0.4% 45
2025
Q3 		$4.05M Sell
7,829
-738
-9% -$376K 0.53% 42
2025
Q2 		$4.26M Buy
8,567
+616
+8% +$268K 0.59% 38
2025
Q1 		$2.98M Sell
7,951
-674
-8% -$275K 0.46% 38
2024
Q4 		$3.64M Buy
+8,625
New +$3.67M 0.59% 34
2024
Q3 		– Sell
-8,652
Closed -$3.87M – 84
2024
Q2 		$3.87M Buy
8,652
+56
+0.7% +$23.6K 0.76% 32
2024
Q1 		$3.62M Buy
8,596
+7,925
+1,181% +$3.21M 0.73% 30
2023
Q4 		$252K Sell
671
-7,981
-92% -$2.84M 1.14% 25
2023
Q3 		$2.73M Buy
+8,652
New +$2.86M 0.64% 28
2021
Q4 		– Sell
-10,089
Closed -$2.84M – 51
2021
Q3 		$2.84M Sell
10,089
-923
-8% -$269K 0.85% 19
2021
Q2 		$2.98M Sell
11,012
-1,837
-14% -$467K 0.9% 20
2021
Q1 		$3.03M Sell
12,849
-269
-2% -$62.4K 1.05% 20
2020
Q4 		$2.92M Buy
+13,118
New +$2.82M 1.12% 22

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 $3.37T AUM 44.26% 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 Financial Group (Iowa)'s MSFT Position: Q2 2026 in Review

Legacy Financial Group (Iowa) reduced its Microsoft (MSFT) stake by 2.4% in Q2 2026, selling an estimated $76.1K and leaving 7,615 shares worth $2.84M. The position accounts for 0.32% of the portfolio, ranked #50.

Legacy Financial Group (Iowa) first reported a position in MSFT in Q4 2020 and has held it in 15 quarters since. The position peaked at $4.26M in Q2 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Legacy Financial Group (Iowa) held 7,615 shares of Microsoft worth $2.84M as of Q2 2026.
  • Legacy Financial Group (Iowa) sold 188 Microsoft shares in Q2 2026, an estimated $76.1K.
  • Microsoft made up 0.32% of Legacy Financial Group (Iowa)'s portfolio in Q2 2026, its #50 holding.
  • Legacy Financial Group (Iowa) first reported a position in Microsoft in Q4 2020 and has held it in 15 quarters since.
  • Legacy Financial Group (Iowa)'s Microsoft position peaked at $4.26M in Q2 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q2 2026, filed 5 Aug 2026.