Position in MSFT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$730,746
+$192,520 QoQ
Shares Held
1,959
+34.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#5,472
of 6,189 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Legacy Wealth Managment, LLC/ID holds $730,746 across 1 Software - Infrastructure name. MSFT ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
1,959 | $730,746 |
All Filings in MSFT
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $730,746 | 1,959 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $538,226 | 1,454 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $651,919 | 1,348 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $551,098 | 1,064 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $519,793 | 1,045 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $419,686 | 1,118 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $479,245 | 1,137 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $471,178 | 1,095 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||