Tanglewood Legacy Advisors
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Tanglewood Legacy Advisors’s Microsoft MSFT Stock Holding History

Tanglewood 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
2026
Q3 		$1.63M Buy
3,172
+1
+0% +$462 0.53% 35
2026
Q2 		$1.18M Sell
3,171
-69
-2% -$27.9K 0.38% 42
2026
Q1 		$1.2M Buy
3,240
+1
+0% +$418 0.43% 41
2025
Q4 		$1.57M Sell
3,239
-165
-5% -$82.7K 0.59% 28
2025
Q3 		$1.76M Buy
3,404
+1
+0% +$510 0.68% 26
2025
Q2 		$1.69M Hold
3,403
– – 0.69% 26
2025
Q1 		$1.28M Sell
3,403
-29
-0.8% -$11.8K 0.56% 29
2024
Q4 		$1.45M Sell
3,432
-49
-1% -$20.9K 0.62% 29
2024
Q3 		$1.5M Buy
3,481
+375
+12% +$160K 0.67% 25
2024
Q2 		$1.39M Buy
3,106
+244
+9% +$103K 0.66% 26
2024
Q1 		$1.2M Buy
2,862
+189
+7% +$76.5K 0.59% 28
2023
Q4 		$1.01M Buy
2,673
+1
+0% +$356 0.55% 29
2023
Q3 		$844K Buy
2,672
+1
+0% +$330 0.51% 33
2023
Q2 		$910K Sell
2,671
-14
-0.5% -$4.39K 0.53% 32
2023
Q1 		$774K Buy
2,685
+1
+0% +$255 0.49% 32
2022
Q4 		$644K Buy
+2,684
New +$644K 0.46% 31

Other funds holding MSFT

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Tanglewood Legacy Advisors's MSFT Position: Q3 2026 in Review

Tanglewood Legacy Advisors increased its Microsoft (MSFT) stake by 0.03% in Q3 2026, buying an estimated $462 and bringing the position to 3,172 shares worth $1.63M. The position accounts for 0.53% of the portfolio, ranked #35.

Tanglewood Legacy Advisors first reported a position in MSFT in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.76M in Q3 2025. 4,980 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Tanglewood Legacy Advisors held 3,172 shares of Microsoft worth $1.63M as of Q3 2026.
  • Tanglewood Legacy Advisors bought 1 Microsoft share in Q3 2026, an estimated $462.
  • Microsoft made up 0.53% of Tanglewood Legacy Advisors's portfolio in Q3 2026, its #35 holding.
  • Tanglewood Legacy Advisors first reported a position in Microsoft in Q4 2022 and has held it in 16 quarters since.
  • Tanglewood Legacy Advisors's Microsoft position peaked at $1.76M in Q3 2025.
  • 4,980 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.