Position in MSFT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$289,463
+$731 QoQ
Shares Held
776
-0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#5,979
of 6,179 holders
Holding Since
Dec 2023
11 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, 2026Williamson Legacy Group, LLC holds $7,483,147 across 4 Software - Infrastructure names. MSFT ranks #4 (3.9% of the industry book) .
All Filings in MSFT
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $289,463 | 776 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $288,732 | 780 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $463,307 | 958 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $506,037 | 977 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $480,000 | 965 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $381,020 | 1,015 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,644,271 | 3,901 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,710,442 | 3,975 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,524,647 | 7,886 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,286,243 | 7,811 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,912,429 | 7,745 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||