Position in MSFT
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$546,847
+$4,178 QoQ
Shares Held
1,466
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#5,692
of 6,189 holders
Holding Since
Jun 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Legacy Wealth Asset Management, LLC holds $10,795,872 across 10 Software - Infrastructure names. MSFT ranks #5 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
|
11,312 | $3,857,618 | |
| 2 | CHKP |
Check Point Software Technologies Ltd
|
16,892 | $2,220,115 | |
| 3 | SNPS |
Synopsys Inc
|
3,623 | $1,616,111 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
7,385 | $861,607 | |
| 5 | MSFT |
Microsoft Corp
This page
|
1,466 | $546,847 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
10,884 | $519,125 | |
| 7 | MDB |
MongoDB, Inc.
|
1,204 | $404,423 | |
| 8 | TWLO |
Twilio Inc
|
1,485 | $306,400 |
All Filings in MSFT
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $546,847 | 1,466 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $542,669 | 1,466 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $391,248 | 809 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $414,877 | 801 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $398,425 | 801 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $300,687 | 801 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $337,621 | 801 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $344,670 | 801 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $358,900 | 803 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $348,776 | 829 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $301,208 | 801 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $252,915 | 801 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $272,772 | 801 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $230,928 | 801 | Shares | Sole | 2023-04-24 | |
| 2022-06-30 | $205,720 | 801 | Shares | Sole | 2022-07-19 | |
| No filing history on record for this holder in this stock. | ||||||