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 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 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 Financial Group (Iowa)'s MSFT Position: Q1 2026 in Review

Legacy Financial Group (Iowa) reduced its Microsoft (MSFT) stake by 0.38% in Q1 2026, selling an estimated $12.6K and leaving 7,803 shares worth $2.89M. The position accounts for 0.36% of the portfolio, ranked #46.

Legacy Financial Group (Iowa) first reported a position in MSFT in Q4 2020 and has held it in 14 quarters since. The position peaked at $4.26M in Q2 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Legacy Financial Group (Iowa) held 7,803 shares of Microsoft worth $2.89M as of Q1 2026.
Legacy Financial Group (Iowa) sold 30 Microsoft shares in Q1 2026, an estimated $12.6K.
Microsoft made up 0.36% of Legacy Financial Group (Iowa)'s portfolio in Q1 2026, its #46 holding.
Legacy Financial Group (Iowa) first reported a position in Microsoft in Q4 2020 and has held it in 14 quarters since.
Legacy Financial Group (Iowa)'s Microsoft position peaked at $4.26M in Q2 2025.
6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q1 2026, filed 4 May 2026.