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

Legacy Financial Group (Oklahoma)’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 		$2.19M Sell
5,880
-92
-2% -$37.2K 0.51% 32
2026
Q1 		$2.21M Sell
5,972
-15
-0.3% -$6.28K 0.58% 32
2025
Q4 		$2.9M Sell
5,987
-51
-0.8% -$25.6K 0.76% 29
2025
Q3 		$3.13M Sell
6,038
-212
-3% -$108K 0.86% 24
2025
Q2 		$3.11M Sell
6,250
-507
-8% -$220K 0.92% 25
2025
Q1 		$2.54M Sell
6,757
-446
-6% -$182K 0.81% 27
2024
Q4 		$3.04M Buy
7,203
+836
+13% +$356K 0.98% 24
2024
Q3 		$2.59M Buy
6,367
+929
+17% +$397K 0.88% 25
2024
Q2 		$2.43M Sell
5,438
-36
-0.7% -$15.2K 0.92% 25
2024
Q1 		$2.3M Buy
5,474
+710
+15% +$287K 0.91% 25
2023
Q4 		$1.79M Sell
4,764
-257
-5% -$91.5K 0.78% 27
2023
Q3 		$1.59M Buy
5,021
+6
+0.1% +$1.98K 0.78% 26
2023
Q2 		$1.71M Buy
5,015
+154
+3% +$48.3K 0.85% 25
2023
Q1 		$1.4M Sell
4,861
-190
-4% -$48.5K 0.77% 25
2022
Q4 		$1.21M Buy
+5,051
New +$1.21M 0.75% 25

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Legacy Financial Group (Oklahoma)'s MSFT Position: Q2 2026 in Review

Legacy Financial Group (Oklahoma) reduced its Microsoft (MSFT) stake by 1.5% in Q2 2026, selling an estimated $37.2K and leaving 5,880 shares worth $2.19M. The position accounts for 0.51% of the portfolio, ranked #32.

Legacy Financial Group (Oklahoma) first reported a position in MSFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.13M in Q3 2025. 2,816 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Legacy Financial Group (Oklahoma) held 5,880 shares of Microsoft worth $2.19M as of Q2 2026.
  • Legacy Financial Group (Oklahoma) sold 92 Microsoft shares in Q2 2026, an estimated $37.2K.
  • Microsoft made up 0.51% of Legacy Financial Group (Oklahoma)'s portfolio in Q2 2026, its #32 holding.
  • Legacy Financial Group (Oklahoma) first reported a position in Microsoft in Q4 2022 and has held it in 15 quarters since.
  • Legacy Financial Group (Oklahoma)'s Microsoft position peaked at $3.13M in Q3 2025.
  • 2,816 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Legacy Financial Group (Oklahoma)'s 13F filing for Q2 2026, filed 30 Jul 2026.