Legacy Wealth Management (Idaho)’s Microsoft MSFT Stock Holding History

Legacy Wealth Management (Idaho)’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	$731K	Buy	1,959 +505	+35%	+$204K	0.3%	88
2026 Q1	$538K	Buy	1,454 +106	+8%	+$44.4K	0.27%	76
2025 Q4	$652K	Buy	1,348 +284	+27%	+$142K	0.31%	65
2025 Q3	$551K	Buy	1,064 +19	+2%	+$9.69K	0.25%	65
2025 Q2	$520K	Sell	1,045 -73	-7%	-$31.7K	0.27%	50
2025 Q1	$420K	Sell	1,118 -19	-2%	-$7.75K	0.3%	49
2024 Q4	$466K	Buy	1,137 +42	+4%	+$17.9K	0.3%	48
2024 Q3	$466K	Buy	+1,095	New	+$468K	0.27%	43

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s MSFT Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) increased its Microsoft (MSFT) stake by 35% in Q2 2026, buying an estimated $204K and bringing the position to 1,959 shares worth $731K. The position accounts for 0.3% of the portfolio, ranked #88.

Legacy Wealth Management (Idaho) first reported a position in MSFT in Q3 2024 and has held it in 8 quarters since. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Legacy Wealth Management (Idaho) held 1,959 shares of Microsoft worth $731K as of Q2 2026.
Legacy Wealth Management (Idaho) bought 505 Microsoft shares in Q2 2026, an estimated $204K.
Microsoft made up 0.3% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #88 holding.
Legacy Wealth Management (Idaho) first reported a position in Microsoft in Q3 2024 and has held it in 8 quarters since.
6,187 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.