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My Legacy Advisors’s Microsoft MSFT Stock Holding History

My Legacy Advisors’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
2025
Q2 		$9.92M Buy
19,776
+454
+2% +$197K 3.53% 2
2025
Q1 		$7.25M Buy
19,322
+163
+0.9% +$66.5K 2.8% 4
2024
Q4 		$8.17M Buy
19,159
+376
+2% +$160K 3.17% 4
2024
Q3 		$8.08M Sell
18,783
-3,691
-16% -$1.58M 3.19% 4
2024
Q2 		$10M Sell
22,474
-308
-1% -$130K 3.21% 4
2024
Q1 		$9.58M Buy
22,782
+802
+4% +$325K 3.21% 4
2023
Q4 		$8.45M Sell
21,980
-539
-2% -$192K 3.05% 4
2023
Q3 		$7.46M Sell
22,519
-334
-1% -$110K 3.03% 3
2023
Q2 		$7.83M Buy
22,853
+3,093
+16% +$969K 3.08% 3
2023
Q1 		$5.72M Buy
19,760
+313
+2% +$79.8K 2.45% 4
2022
Q4 		$5.02M Buy
19,447
+694
+4% +$167K 2.14% 6
2022
Q3 		$4.29M Buy
18,753
+896
+5% +$237K 2.16% 5
2022
Q2 		$4.72M Buy
17,857
+1,218
+7% +$331K 2.36% 4
2022
Q1 		$5.13M Buy
+16,639
New +$5.01M 2.38% 7

Other funds holding MSFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

My Legacy Advisors's MSFT Position: Q2 2025 in Review

My Legacy Advisors increased its Microsoft (MSFT) stake by 2.3% in Q2 2025, buying an estimated $197K and bringing the position to 19,776 shares worth $9.92M. The position accounts for 3.53% of the portfolio, ranked #2.

My Legacy Advisors first reported a position in MSFT in Q1 2022 and has held it in 14 quarters since. The position peaked at $10M in Q2 2024. 5,814 funds tracked by Wall St. Rank hold MSFT as of Q2 2025.

  • My Legacy Advisors held 19,776 shares of Microsoft worth $9.92M as of Q2 2025.
  • My Legacy Advisors bought 454 Microsoft shares in Q2 2025, an estimated $197K.
  • Microsoft made up 3.53% of My Legacy Advisors's portfolio in Q2 2025, its #2 holding.
  • My Legacy Advisors first reported a position in Microsoft in Q1 2022 and has held it in 14 quarters since.
  • My Legacy Advisors's Microsoft position peaked at $10M in Q2 2024.
  • 5,814 funds tracked by Wall St. Rank held Microsoft as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.