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Legacy Investment Solutions’s Microsoft MSFT Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$520K Buy
+1,045
New +$454K 0.27% 50
2024
Q4 		$466K Buy
1,137
+42
+4% +$17.9K 0.3% 48
2024
Q3 		$466K Buy
+1,095
New +$468K 0.27% 43

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legacy Investment Solutions's MSFT Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Microsoft (MSFT) in Q2 2025: 1,045 shares worth $520K. The stake represents 0.27% of the portfolio and ranks #50 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in MSFT as recently as Q4 2024.

Legacy Investment Solutions first reported a position in MSFT in Q3 2024 and has held it in 3 quarters since. 5,814 funds tracked by Wall St. Rank hold MSFT as of Q2 2025.

  • Legacy Investment Solutions held 1,045 shares of Microsoft worth $520K as of Q2 2025.
  • Microsoft was a new Legacy Investment Solutions position in Q2 2025.
  • Microsoft made up 0.27% of Legacy Investment Solutions's portfolio in Q2 2025, its #50 holding.
  • Legacy Investment Solutions first reported a position in Microsoft in Q3 2024 and has held it in 3 quarters since.
  • 5,814 funds tracked by Wall St. Rank held Microsoft as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.