LCM
MSFT icon

Legato Capital Management’s Microsoft MSFT Stock Holding History

Legato Capital Management’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 		$7.78M Sell
20,846
-263
-1% -$106K 0.64% 15
2026
Q1 		$7.81M Sell
21,109
-2,613
-11% -$1.09M 0.71% 13
2025
Q4 		$11.5M Buy
23,722
+14,851
+167% +$7.44M 0.99% 8
2025
Q3 		$4.59M Sell
8,871
-167
-2% -$85.2K 0.5% 37
2025
Q2 		$4.5M Sell
9,038
-317
-3% -$138K 0.54% 33
2025
Q1 		$3.51M Buy
9,355
+704
+8% +$287K 0.47% 37
2024
Q4 		$3.65M Sell
8,651
-7,095
-45% -$3.02M 0.48% 27
2024
Q3 		$6.78M Hold
15,746
– – 0.84% 10
2024
Q2 		$7.04M Sell
15,746
-4,918
-24% -$2.08M 0.95% 6
2024
Q1 		$8.69M Hold
20,664
– – 1.05% 5
2023
Q4 		$7.77M Hold
20,664
– – 1.01% 3
2023
Q3 		$6.52M Buy
20,664
+126
+0.6% +$41.6K 0.95% 4
2023
Q2 		$6.99M Sell
20,538
-4,890
-19% -$1.53M 0.95% 5
2023
Q1 		$7.33M Sell
25,428
-3,149
-11% -$803K 1.33% 2
2022
Q4 		$6.85M Buy
28,577
+3,013
+12% +$723K 1.31% 2
2022
Q3 		$5.95M Hold
25,564
– – 1.54% 3
2022
Q2 		$6.57M Hold
25,564
– – 1.47% 2
2022
Q1 		$7.88M Hold
25,564
– – 1.61% 10
2021
Q4 		$8.6M Hold
25,564
– – 1.59% 12
2021
Q3 		$7.21M Sell
25,564
-7,614
-23% -$2.22M 1.37% 20
2021
Q2 		$8.99M Buy
33,178
+7,614
+30% +$1.94M 1.27% 16
2021
Q1 		$6.03M Hold
25,564
– – 1.13% 25
2020
Q4 		$5.69M Hold
25,564
– – 1.08% 25
2020
Q3 		$5.38M Sell
25,564
-2,379
-9% -$500K 1.19% 19
2020
Q2 		$5.69M Buy
+27,943
New +$5.07M 1.15% 19

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

Legato Capital Management's MSFT Position: Q2 2026 in Review

Legato Capital Management reduced its Microsoft (MSFT) stake by 1.2% in Q2 2026, selling an estimated $106K and leaving 20,846 shares worth $7.78M. The position accounts for 0.64% of the portfolio, ranked #15.

Legato Capital Management first reported a position in MSFT in Q2 2020 and has held it in 25 quarters since. The position peaked at $11.5M in Q4 2025. 6,232 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Legato Capital Management held 20,846 shares of Microsoft worth $7.78M as of Q2 2026.
  • Legato Capital Management sold 263 Microsoft shares in Q2 2026, an estimated $106K.
  • Microsoft made up 0.64% of Legato Capital Management's portfolio in Q2 2026, its #15 holding.
  • Legato Capital Management first reported a position in Microsoft in Q2 2020 and has held it in 25 quarters since.
  • Legato Capital Management's Microsoft position peaked at $11.5M in Q4 2025.
  • 6,232 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Legato Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.