Position in MSFT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,926,848
+$1,154,076 QoQ
Shares Held
13,208
+29.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.73%
of 13F equity value
Holder Rank
#3,365
of 6,194 holders
Holding Since
Dec 2025
3 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 Advisors, LLC holds $6,733,722 across 6 Software - Infrastructure names. MSFT ranks #1 (73.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
13,208 | $4,926,848 | |
| 2 | PANW |
Palo Alto Networks Inc
|
1,619 | $552,111 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
3,180 | $371,010 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
1,856 | $354,096 | |
| 5 | ORCL |
Oracle Corp
|
2,143 | $314,056 | |
| 6 | NET |
Cloudflare, Inc.
|
879 | $215,601 |
All Filings in MSFT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,926,848 | 13,208 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,772,772 | 10,192 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,828,335 | 7,916 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||