Williamson Legacy Group’s Microsoft MSFT Stock Holding History

Williamson Legacy Group’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	$289K	Sell	776 -4	-0.5%	-$1.62K	0.14%	68
2026 Q1	$289K	Sell	780 -178	-19%	-$74.5K	0.22%	74
2025 Q4	$463K	Sell	958 -19	-2%	-$9.52K	0.36%	80
2025 Q3	$506K	Buy	977 +12	+1%	+$6.12K	0.39%	84
2025 Q2	$480K	Sell	965 -50	-5%	-$21.7K	0.4%	88
2025 Q1	$381K	Sell	1,015 -2,886	-74%	-$1.18M	0.36%	88
2024 Q4	$1.64M	Sell	3,901 -74	-2%	-$31.5K	1.1%	12
2024 Q3	$1.71M	Sell	3,975 -3,911	-50%	-$1.67M	1.14%	10
2024 Q2	$3.52M	Buy	7,886 +75	+1%	+$31.7K	2.62%	4
2024 Q1	$3.29M	Buy	7,811 +66	+0.9%	+$26.7K	2.55%	2
2023 Q4	$2.91M	Buy	+7,745	New	+$2.76M	2.7%	2

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

Williamson Legacy Group's MSFT Position: Q2 2026 in Review

Williamson Legacy Group reduced its Microsoft (MSFT) stake by 0.51% in Q2 2026, selling an estimated $1.62K and leaving 776 shares worth $289K. The position accounts for 0.14% of the portfolio, ranked #68.

Williamson Legacy Group first reported a position in MSFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.52M in Q2 2024. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Williamson Legacy Group held 776 shares of Microsoft worth $289K as of Q2 2026.
Williamson Legacy Group sold 4 Microsoft shares in Q2 2026, an estimated $1.62K.
Microsoft made up 0.14% of Williamson Legacy Group's portfolio in Q2 2026, its #68 holding.
Williamson Legacy Group first reported a position in Microsoft in Q4 2023 and has held it in 11 quarters since.
Williamson Legacy Group's Microsoft position peaked at $3.52M in Q2 2024.
6,187 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Williamson Legacy Group's 13F filing for Q2 2026, filed 13 Aug 2026.