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

Legacy Wealth Management (Tennessee)’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 		– Sell
-565
Closed -$209K – 31
2026
Q1 		$209K Buy
565
+30
+6% +$12.6K 0.01% 30
2025
Q4 		$259K Buy
535
+10
+2% +$5.01K 0.01% 29
2025
Q3 		$272K Sell
525
-320
-38% -$163K 0.02% 27
2025
Q2 		$420K Sell
845
-669
-44% -$291K 0.03% 25
2025
Q1 		$568K Sell
1,514
-290
-16% -$118K 0.04% 24
2024
Q4 		$760K Buy
1,804
+109
+6% +$46.4K 0.05% 22
2024
Q3 		$729K Buy
+1,695
New +$725K 0.05% 22

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Legacy Wealth Management (Tennessee) sold out of Microsoft (MSFT) in Q2 2026, closing a stake of 565 shares — an estimated $209K sold.

Legacy Wealth Management (Tennessee) first reported a position in MSFT in Q3 2024 and held it in 7 quarters. The position peaked at $760K in Q4 2024. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Legacy Wealth Management (Tennessee) reported no remaining Microsoft position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Tennessee) sold 565 Microsoft shares in Q2 2026, an estimated $209K.
  • Legacy Wealth Management (Tennessee) first reported a position in Microsoft in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Tennessee)'s Microsoft position peaked at $760K in Q4 2024.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Legacy Wealth Management (Tennessee)'s 13F filing for Q2 2026, filed 9 Jul 2026.