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Microsoft Corporation shares owned by Legacy Wealth Advisors

Quarter-by-quarter ownership of Microsoft Corporation (MSFT) shares owned by Legacy Wealth Advisors from 13F filings

Historical chart of Legacy Wealth Advisors investment in Microsoft Corporation

Tip: Access up to 7 years of quarterly data

All positions including Microsoft Corporation held by Legacy Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Microsoft Corporation by Legacy Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.8M 10k 370.17

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Ishares Tr 0-3 Mnth Treasry (SGOV)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Ab Active Etfs Conservative (BUFC)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (BIL)
Ab Active Etfs Ultra Short Incm (YEAR)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Legacy Wealth Advisors

Top funds holding Microsoft Corporation

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
FMR
Geode Capital Management
Vanguard Portfolio Management
Morgan Stanley
Capital Research Global Investors
Northern Trust
Bank of America Corporation
Goldman Sachs Group
Ubs Global Asset Management Americas
Soroban Capital Partners
Capital World Investors

View all funds holding Microsoft Corporation