Legacy Financial Strategies’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.6M | Sell |
9,638
-750
| -7% | -$303K | 0.56% | 23 |
|
|
2026
Q1 | $3.85M | Buy |
10,388
+427
| +4% | +$179K | 0.69% | 21 |
|
|
2025
Q4 | $4.82M | Buy |
9,961
+75
| +0.8% | +$37.6K | 0.85% | 19 |
|
|
2025
Q3 | $5.12M | Buy |
9,886
+550
| +6% | +$281K | 0.92% | 15 |
|
|
2025
Q2 | $4.64M | Buy |
9,336
+644
| +7% | +$280K | 0.91% | 16 |
|
|
2025
Q1 | $3.26M | Sell |
8,692
-186
| -2% | -$75.8K | 0.71% | 27 |
|
|
2024
Q4 | $3.72M | Buy |
8,878
+313
| +4% | +$133K | 0.8% | 21 |
|
|
2024
Q3 | $3.69M | Buy |
8,565
+447
| +6% | +$191K | 0.81% | 23 |
|
|
2024
Q2 | $3.74M | Buy |
8,118
+342
| +4% | +$144K | 0.9% | 17 |
|
|
2024
Q1 | $3.27M | Buy |
7,776
+631
| +9% | +$255K | 0.84% | 18 |
|
|
2023
Q4 | $2.69M | Buy |
7,145
+147
| +2% | +$52.3K | 0.77% | 28 |
|
|
2023
Q3 | $2.54M | Buy |
6,998
+454
| +7% | +$150K | 0.82% | 25 |
|
|
2023
Q2 | $2.23M | Buy |
6,544
+655
| +11% | +$205K | 0.75% | 34 |
|
|
2023
Q1 | $1.7M | Buy |
5,889
+58
| +1% | +$14.8K | 0.63% | 40 |
|
|
2022
Q4 | $1.4M | Buy |
5,831
+912
| +19% | +$219K | 0.58% | 41 |
|
|
2022
Q3 | $1.15M | Buy |
4,919
+477
| +11% | +$126K | 0.53% | 39 |
|
|
2022
Q2 | $1.14M | Buy |
4,442
+174
| +4% | +$47.2K | 0.56% | 38 |
|
|
2022
Q1 | $1.32M | Buy |
4,268
+768
| +22% | +$231K | 0.56% | 39 |
|
|
2021
Q4 | $1.18M | Buy |
3,500
+24
| +0.7% | +$7.78K | 0.51% | 39 |
|
|
2021
Q3 | $980K | Buy |
3,476
+156
| +5% | +$45.4K | 0.46% | 41 |
|
|
2021
Q2 | $899K | Sell |
3,320
-12
| -0.4% | -$3.05K | 0.43% | 41 |
|
|
2021
Q1 | $785K | Sell |
3,332
-99
| -3% | -$23K | 0.42% | 42 |
|
|
2020
Q4 | $763K | Buy |
3,431
+833
| +32% | +$179K | 0.39% | 42 |
|
|
2020
Q3 | $546K | Buy |
2,598
+121
| +5% | +$25.4K | 0.31% | 46 |
|
|
2020
Q2 | $504K | Buy |
2,477
+134
| +6% | +$24.3K | 0.39% | 41 |
|
|
2020
Q1 | $370K | Buy |
2,343
+342
| +17% | +$56.2K | 0.35% | 45 |
|
|
2019
Q4 | $316K | Sell |
2,001
-26
| -1% | -$3.82K | 0.26% | 57 |
|
|
2019
Q3 | $292K | Buy |
2,027
+499
| +33% | +$68.6K | 0.26% | 53 |
|
|
2019
Q2 | $211K | Buy |
+1,528
| New | +$194K | 0.2% | 54 |
|
|
2018
Q3 | – | Sell |
-2,751
| Closed | -$271K | – | 67 |
|
|
2018
Q2 | $271K | Sell |
2,751
-84
| -3% | -$8.14K | 0.24% | 76 |
|
|
2018
Q1 | $259K | Sell |
2,835
-1,203
| -30% | -$110K | 0.25% | 82 |
|
|
2017
Q4 | $345K | Buy |
+4,038
| New | +$331K | 0.37% | 63 |
|
Other funds holding MSFT
Legacy Financial Strategies's MSFT Position: Q2 2026 in Review
Legacy Financial Strategies reduced its Microsoft (MSFT) stake by 7.2% in Q2 2026, selling an estimated $303K and leaving 9,638 shares worth $3.6M. The position accounts for 0.56% of the portfolio, ranked #23.
Legacy Financial Strategies first reported a position in MSFT in Q4 2017 and has held it in 32 quarters since. The position peaked at $5.12M in Q3 2025. 3,089 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Legacy Financial Strategies held 9,638 shares of Microsoft worth $3.6M as of Q2 2026.
- Legacy Financial Strategies sold 750 Microsoft shares in Q2 2026, an estimated $303K.
- Microsoft made up 0.56% of Legacy Financial Strategies's portfolio in Q2 2026, its #23 holding.
- Legacy Financial Strategies first reported a position in Microsoft in Q4 2017 and has held it in 32 quarters since.
- Legacy Financial Strategies's Microsoft position peaked at $5.12M in Q3 2025.
- 3,089 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.