SEC 13F Intelligence

My Legacy Advisors, LLC / MSFT

My Legacy Advisors, LLC’s Microsoft Corp Position

Does My Legacy Advisors, LLC own Microsoft Corp (MSFT)? Yes19.8K shares worth $10M (+3.53% of its 13F portfolio) as of Q2 2025, up from 19.3K shares the prior filed quarter.

Position Value
$10M
Q2 2025
Shares
19.8K
% of Portfolio
+3.53%
Quarters Held
13
currently held

Position History MSFT

Reported value by quarter
Q1 ’22: $5MQ1 ’22Q2 ’22: $5MQ3 ’22: $4MQ3 ’22Q4 ’22: $5MQ1 ’23: $6MQ1 ’23Q2 ’23: $8MQ3 ’23: $7MQ3 ’23Q4 ’23: $8MQ2 ’24: $10MQ2 ’24Q3 ’24: $8MQ4 ’24: $8MQ4 ’24Q1 ’25: $7MQ2 ’25: $10MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202519.8K$10M+3.53%
Q1 202519.3K$7M+2.80%
Q4 202419.2K$8M+3.17%
Q3 202418.8K$8M+3.19%
Q2 202422.8K$10M+3.21%
Q4 202322.0K$8M+3.05%
Q3 202322.5K$7M+3.03%
Q2 202322.9K$8M+3.08%
Q1 202319.8K$6M+2.45%
Q4 202219.4K$5M+2.14%
Q3 202218.8K$4M+2.16%
Q2 202217.9K$5M+2.36%
Q1 202216.6K$5M+2.38%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See My Legacy Advisors, LLC’s full portfolio or all institutional holders of MSFT.