SEC 13F Intelligence

Legacy Wealth Management, LLC / Ms / MSFT

Legacy Wealth Management, LLC / Ms’s Microsoft Corp Position

Does Legacy Wealth Management, LLC / Ms own Microsoft Corp (MSFT)? Yes — 45.1K shares worth $17M (+4.31% of its 13F portfolio) as of Q2 2026, down from 45.7K shares the prior filed quarter.

Position Value
$17M
Q2 2026
Shares
45.1K
% of Portfolio
+4.31%
Quarters Held
7
currently held

Position History MSFT

Reported value by quarter
Q4 ’24: $19MQ4 ’24Q1 ’25: $20MQ1 ’25Q2 ’25: $26MQ2 ’25Q3 ’25: $24MQ3 ’25Q4 ’25: $25MQ4 ’25Q1 ’26: $17MQ1 ’26Q2 ’26: $17MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202645.1K$17M+4.31%
Q1 202645.7K$17M+4.82%
Q4 202552.2K$25M+6.74%
Q3 202546.4K$24M+7.23%
Q2 202551.9K$26M+7.85%
Q1 202552.9K$20M+6.49%
Q4 202444.0K$19M+7.36%

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