SEC 13F Intelligence

Legacy Wealth Advisors, LLC / MSFT

Legacy Wealth Advisors, LLC’s Microsoft Corp Position

Does Legacy Wealth Advisors, LLC own Microsoft Corp (MSFT)? Yes10.2K shares worth $4M (+1.93% of its 13F portfolio) as of Q1 2026, up from 7.9K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
10.2K
% of Portfolio
+1.93%
Quarters Held
2
currently held

Position History MSFT

Reported value by quarter
Q4 ’25: $4MQ4 ’25Q1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202610.2K$4M+1.93%
Q4 20257.9K$4M+2.53%

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