Legacy Wealth Management, LLC / MS

Position in MSFT — Microsoft Corp

CIK 2047443 RIDGELAND, MS

Position in MSFT

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$16,807,535

-$103,311 QoQ

Shares Held

45,058

-1.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

5.14%

of 13F equity value

Holder Rank

#1,872

of 6,194 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Legacy Wealth Management, LLC / MS holds $27,827,405 across 5 Software - Infrastructure names. MSFT ranks #1 (60.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	45,058	$16,807,535
2	PANW	Palo Alto Networks Inc	30,221	$10,305,965
3	FTNT	Fortinet, Inc.	2,035	$312,616
4	ORCL	Oracle Corp	2,073	$303,798
5	CRWD	CrowdStrike Holdings, Inc.	2,044	$97,491

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,807,535	45,058	-1.4%	Shares	Sole	2026-07-08
2026-03-31	$16,910,846	45,684	-12.4%	Shares	Sole	2026-04-10
2025-12-31	$25,231,422	52,172	+12.4%	Shares	Sole	2026-01-05
2025-09-30	$24,035,987	46,406	-10.6%	Shares	Sole	2025-10-23
2025-06-30	$25,830,003	51,929	-1.8%	Shares	Sole	2025-07-01
2025-03-31	$19,848,746	52,875	+20.2%	Shares	Sole	2025-04-03
2024-12-31	$18,535,462	43,975	-2.0%	Shares	Sole	2025-01-06
2024-09-30	$19,318,318	44,895	+4.5%	Shares	Sole	2024-12-12
2024-06-30	$19,201,865	42,962	-0.3%	Shares	Sole	2024-12-12
2024-03-31	$18,127,562	43,087	0.0%	Shares	Sole	2024-12-12
2023-12-31	$16,202,435	43,087	-0.3%	Shares	Sole	2024-12-12
2023-09-30	$13,652,082	43,237	-0.9%	Shares	Sole	2024-12-12
2023-06-30	$14,864,230	43,649	-0.2%	Shares	Sole	2024-12-12
2023-03-31	$12,609,665	43,738	-0.1%	Shares	Sole	2024-12-12
2022-12-31	$10,501,238	43,788	-1.6%	Shares	Sole	2024-12-12
2022-09-30	$10,364,748	44,503	-0.7%	Shares	Sole	2024-12-12
2022-06-30	$11,506,754	44,803	+7.6%	Shares	Sole	2024-12-12
2022-03-31	$12,834,328	41,628	+0.6%	Shares	Sole	2024-12-12
2021-12-31	$13,922,975	41,398	+0.1%	Shares	Sole	2024-12-12
2021-09-30	$11,663,876	41,373	0.0%	Shares	Sole	2024-12-12
2021-06-30	$11,207,945	41,373	+0.4%	Shares	Sole	2024-12-12
2021-03-31	$9,716,789	41,213	+3.0%	Shares	Sole	2024-12-12
2020-12-31	$8,903,472	40,030	+25.5%	Shares	Sole	2024-12-12
2020-09-30	$6,708,475	31,895	+1.9%	Shares	Sole	2024-12-12
2020-06-30	$6,368,031	31,291	+2.8%	Shares	Sole	2024-12-12
2020-03-31	$4,801,007	30,442	—	Shares	Sole	2024-12-12
No filing history on record for this holder in this stock.