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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

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Trinity Legacy Partners's MSFT Position: Q1 2026 in Review

Trinity Legacy Partners increased its Microsoft (MSFT) stake by 36% in Q1 2026, buying an estimated $2.82M and bringing the position to 25,476 shares worth $10M. The position accounts for 2.17% of the portfolio, ranked #13.

Trinity Legacy Partners first reported a position in MSFT in Q4 2018 and has held it in 30 quarters since. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Trinity Legacy Partners held 25,476 shares of Microsoft worth $10M as of Q1 2026.
  • Trinity Legacy Partners bought 6,734 Microsoft shares in Q1 2026, an estimated $2.82M.
  • Microsoft made up 2.17% of Trinity Legacy Partners's portfolio in Q1 2026, its #13 holding.
  • Trinity Legacy Partners first reported a position in Microsoft in Q4 2018 and has held it in 30 quarters since.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Trinity Legacy Partners's 13F filing for Q1 2026, filed 16 Apr 2026.