Legacy Capital Wealth Partners, LLC

Position in MSFT — Microsoft Corp

CIK 1766228 LITTLE ROCK, AR

Position in MSFT

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$3,989,821

+$305,149 QoQ

Shares Held

10,696

+7.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.12%

of 13F equity value

Holder Rank

#3,641

of 6,189 holders

Holding Since

Dec 2020

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Legacy Capital Wealth Partners, LLC holds $6,766,363 across 6 Software - Infrastructure names. MSFT ranks #1 (59.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	10,696	$3,989,821
2	SNPS	Synopsys Inc	1,755	$782,852
3	PLTR	Palantir Technologies Inc.	6,487	$756,838
4	PANW	Palo Alto Networks Inc	1,750	$596,785
5	ORCL	Oracle Corp	2,524	$369,892
6	VRSN	Verisign Inc/Ca	1,074	$270,175

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,989,821	10,696	+7.5%	Shares	Sole	2026-08-12
2026-03-31	$3,684,672	9,954	+4.3%	Shares	Sole	2026-05-15
2025-12-31	$4,615,669	9,544	-0.1%	Shares	Sole	2026-01-16
2025-09-30	$4,948,494	9,554	+5.9%	Shares	Sole	2025-11-13
2025-06-30	$4,486,140	9,019	+0.0%	Shares	Sole	2025-08-13
2025-03-31	$3,384,516	9,016	+0.1%	Shares	Sole	2025-05-02
2024-12-31	$3,797,293	9,009	+4.1%	Shares	Sole	2025-01-30
2024-09-30	$3,724,246	8,655	-3.5%	Shares	Sole	2024-11-04
2024-06-30	$4,008,247	8,968	+369.5%	Shares	Sole	2024-08-02
2024-03-31	$803,575	1,910	-78.0%	Shares	Sole	2024-05-10
2023-12-31	$3,260,266	8,670	-2.1%	Shares	Sole	2024-02-05
2023-09-30	$2,797,545	8,860	+12.1%	Shares	Sole	2023-10-16
2023-03-31	$2,278,723	7,904	+153.9%	Shares	Sole	2023-05-10
2020-12-31	$692,393	3,113	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.