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

Legacy Wealth Management (Mississippi)’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 		$16.8M Sell
45,058
-626
-1% -$253K 4.31% 5
2026
Q1 		$16.9M Sell
45,684
-6,488
-12% -$2.71M 4.82% 4
2025
Q4 		$25.2M Buy
52,172
+5,766
+12% +$2.89M 6.74% 4
2025
Q3 		$24M Sell
46,406
-5,523
-11% -$2.82M 7.23% 4
2025
Q2 		$25.8M Sell
51,929
-946
-2% -$411K 7.85% 3
2025
Q1 		$19.8M Buy
52,875
+8,900
+20% +$3.63M 6.49% 3
2024
Q4 		$18.5M Sell
43,975
-920
-2% -$392K 7.36% 2
2024
Q3 		$19.3M Buy
44,895
+1,933
+4% +$826K 7.1% 2
2024
Q2 		$19.2M Sell
42,962
-125
-0.3% -$52.8K 8.11% 2
2024
Q1 		$18.1M Hold
43,087
– – 8.17% 2
2023
Q4 		$16.2M Sell
43,087
-150
-0.3% -$53.4K 7.81% 2
2023
Q3 		$13.7M Sell
43,237
-412
-0.9% -$136K 7.1% 2
2023
Q2 		$14.9M Sell
43,649
-89
-0.2% -$27.9K 7.45% 2
2023
Q1 		$12.6M Sell
43,738
-50
-0.1% -$12.8K 6.96% 2
2022
Q4 		$10.5M Sell
43,788
-715
-2% -$172K 6.22% 2
2022
Q3 		$10.4M Sell
44,503
-300
-0.7% -$79.2K 6.99% 2
2022
Q2 		$11.5M Buy
44,803
+3,175
+8% +$862K 6.99% 2
2022
Q1 		$12.8M Buy
41,628
+230
+0.6% +$69.2K 6.7% 2
2021
Q4 		$13.9M Buy
41,398
+25
+0.1% +$8.11K 7.13% 2
2021
Q3 		$11.7M Hold
41,373
– – 6.24% 2
2021
Q2 		$11.2M Buy
41,373
+160
+0.4% +$40.7K 6.21% 2
2021
Q1 		$9.72M Buy
41,213
+1,183
+3% +$274K 5.89% 2
2020
Q4 		$8.9M Buy
40,030
+8,135
+26% +$1.75M 5.64% 3
2020
Q3 		$6.71M Buy
31,895
+604
+2% +$127K 4.62% 2
2020
Q2 		$6.37M Buy
31,291
+849
+3% +$154K 4.86% 2
2020
Q1 		$4.8M Buy
30,442
+3,477
+13% +$572K 4.47% 2
2019
Q4 		$4.25M Buy
+26,965
New +$3.96M 3.7% 2

Other funds holding MSFT

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Legacy Wealth Management (Mississippi) reduced its Microsoft (MSFT) stake by 1.4% in Q2 2026, selling an estimated $253K and leaving 45,058 shares worth $16.8M. The position accounts for 4.31% of the portfolio, ranked #5.

Legacy Wealth Management (Mississippi) first reported a position in MSFT in Q4 2019 and has held it in 27 quarters since. The position peaked at $25.8M in Q2 2025. 1,580 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Legacy Wealth Management (Mississippi) held 45,058 shares of Microsoft worth $16.8M as of Q2 2026.
  • Legacy Wealth Management (Mississippi) sold 626 Microsoft shares in Q2 2026, an estimated $253K.
  • Microsoft made up 4.31% of Legacy Wealth Management (Mississippi)'s portfolio in Q2 2026, its #5 holding.
  • Legacy Wealth Management (Mississippi) first reported a position in Microsoft in Q4 2019 and has held it in 27 quarters since.
  • Legacy Wealth Management (Mississippi)'s Microsoft position peaked at $25.8M in Q2 2025.
  • 1,580 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q2 2026, filed 8 Jul 2026.