Trinity Legacy Partners’s Microsoft MSFT Stock Holding History

Trinity Legacy Partners’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
2021 Q3	–	Sell	-1,900	Closed	-$2K	–	119
2021 Q2	$2K	Buy	1,900 +600	+46%	+$153K	﹤0.01%	110
2021 Q1	$5K	Buy	1,300 +600	+86%	+$139K	﹤0.01%	92
2020 Q4	$9K	Buy	+700	New	+$151K	﹤0.01%	78

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Trinity Legacy Partners's MSFT Position: Q2 2026 in Review

Trinity Legacy Partners increased its Microsoft (MSFT) stake by 10% in Q2 2026, buying an estimated $1.03M and bringing the position to 28,022 shares worth $11.2M. The position accounts for 2.25% of the portfolio, ranked #13.

Trinity Legacy Partners first reported a position in MSFT in Q4 2018 and has held it in 31 quarters since. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Trinity Legacy Partners held 28,022 shares of Microsoft worth $11.2M as of Q2 2026.
Trinity Legacy Partners bought 2,546 Microsoft shares in Q2 2026, an estimated $1.03M.
Microsoft made up 2.25% of Trinity Legacy Partners's portfolio in Q2 2026, its #13 holding.
Trinity Legacy Partners first reported a position in Microsoft in Q4 2018 and has held it in 31 quarters since.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Trinity Legacy Partners's 13F filing for Q2 2026, filed 24 Jul 2026.