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Legacy Solutions LLC’s Microsoft MSFT Stock Holding History

Legacy Solutions LLC’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
Q3 		$978K Sell
1,907
-49
-3% -$22.7K 0.75% 28
2026
Q2 		$730K Buy
1,956
+147
+8% +$59.5K 0.59% 35
2026
Q1 		$670K Sell
1,809
-343
-16% -$144K 0.62% 31
2025
Q4 		$1.04M Sell
2,152
-3
-0.1% -$1.5K 0.91% 24
2025
Q3 		$1.12M Buy
2,155
+9
+0.4% +$4.59K 1% 20
2025
Q2 		$1.07M Buy
2,146
+301
+16% +$131K 1.02% 20
2025
Q1 		$693K Sell
1,845
-38
-2% -$15.5K 0.76% 22
2024
Q4 		$794K Buy
+1,883
New +$802K 0.86% 21

Other funds holding MSFT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Legacy Solutions LLC's MSFT Position: Q3 2026 in Review

Legacy Solutions LLC reduced its Microsoft (MSFT) stake by 2.5% in Q3 2026, selling an estimated $22.7K and leaving 1,907 shares worth $978K. The position accounts for 0.75% of the portfolio, ranked #28.

Legacy Solutions LLC first reported a position in MSFT in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.12M in Q3 2025. 808 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Legacy Solutions LLC held 1,907 shares of Microsoft worth $978K as of Q3 2026.
  • Legacy Solutions LLC sold 49 Microsoft shares in Q3 2026, an estimated $22.7K.
  • Microsoft made up 0.75% of Legacy Solutions LLC's portfolio in Q3 2026, its #28 holding.
  • Legacy Solutions LLC first reported a position in Microsoft in Q4 2024 and has held it in 8 quarters since.
  • Legacy Solutions LLC's Microsoft position peaked at $1.12M in Q3 2025.
  • 808 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Legacy Solutions LLC's 13F filing for Q3 2026, filed 7 Oct 2026.