Legacy Trust

Position in MSFT — Microsoft Corp

CIK 1772483 GRAND RAPIDS, MI

Position in MSFT

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$16,411,387

-$402,844 QoQ

Shares Held

43,996

-3.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

3.64%

of 13F equity value

Holder Rank

#1,896

of 6,194 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Technology · as of Jun 30, 2026

Legacy Trust holds $43,019,006 across 5 Software - Infrastructure names. MSFT ranks #2 (38.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PANW	Palo Alto Networks Inc	67,441	$22,998,729
2	MSFT	Microsoft Corp This page	43,996	$16,411,387
3	ORCL	Oracle Corp	17,794	$2,607,710
4	FTNT	Fortinet, Inc.	4,352	$668,554
5	PLTR	Palantir Technologies Inc.	2,851	$332,626

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,411,387	43,996	-3.1%	Shares	Sole	2026-07-31
2026-03-31	$16,814,231	45,423	+2.4%	Shares	Sole	2026-04-14
2025-12-31	$21,462,088	44,378	+3.4%	Shares	Sole	2026-01-22
2025-09-30	$22,237,665	42,934	+14.6%	Shares	Sole	2025-10-24
2025-06-30	$18,629,994	37,454	-8.5%	Shares	Sole	2025-07-22
2025-03-31	$15,365,838	40,933	+0.1%	Shares	Sole	2025-04-16
2024-12-31	$17,230,920	40,880	+1.6%	Shares	Sole	2025-01-23
2024-09-30	$17,319,575	40,250	-2.5%	Shares	Sole	2024-10-29
2024-06-30	$18,451,436	41,283	-3.9%	Shares	Sole	2024-07-16
2024-03-31	$18,078,759	42,971	-5.6%	Shares	Other	2024-04-23
2023-12-31	$17,122,605	45,534	+2.9%	Shares	Sole	2024-01-24
2023-09-30	$13,971,621	44,249	-0.2%	Shares	Sole	2023-10-16
2023-06-30	$15,091,370	44,316	+0.3%	Shares	Sole	2023-08-08
2023-03-31	$12,732,769	44,165	+0.5%	Shares	Sole	2023-04-19
2022-12-31	$10,540,568	43,952	—	Shares	Sole	2023-04-03
No filing history on record for this holder in this stock.