Holdings
Legacy Wealth Management, LLC / MS
As of Jun 30, 2026, Legacy Wealth Management, LLC / MS reported 79 positions worth US$261M. Largest: Nvidia Corporation, Apple Inc and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 360K | US$72M | −6,894 | Jun 30, 2026 |
| Apple Inc | 110K | US$31.8M | +611 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 52,466 | US$18.7M | −3,617 | Jun 30, 2026 |
| Microsoft Corp. | 45,058 | US$16.8M | −626 | Jun 30, 2026 |
| Palo Alto Networks, Inc. | 30,221 | US$10.3M | −4,105 | Jun 30, 2026 |
| Walmart Inc. | 71,878 | US$8.14M | −6,926 | Jun 30, 2026 |
| Amazon.com, Inc. | 28,616 | US$6.82M | −1,548 | Jun 30, 2026 |
| Rtx Corporation | 35,894 | US$6.81M | −237 | Jun 30, 2026 |
| Visa Inc. | 17,730 | US$6.08M | −2,977 | Jun 30, 2026 |
| Tjx Companies, Inc. (the) | 33,052 | US$5.01M | −4,380 | Jun 30, 2026 |