Legacy Wealth Management, LLC / MS

13F filer · CIK 0002047443

Reported Jul 8, 2026

Net seller this quarter

13F portfolio value$390MU.S. long equity reported on 13F

Positions9113 new · 5 closed

Net flow last quarter-$12.8MBuys minus sells

Top 10 positions weight61.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 8, 202691 positions
NVDANvidia Corp	$72M	18.48%	0.00%	-1.9%	Q1 2020
SPYSPDR S&P 500 ETF Trust	$65.3M	16.76%	Not reported	-0.3%	Q4 2019
AAPLApple Inc.	$31.8M	8.16%	0.00%	+0.6%	Q4 2019
MSFTMicrosoft Corp	$16.8M	4.31%	0.00%	-1.4%	Q4 2019
GOOGLAlphabet Inc.	$14.4M	3.71%	0.00%	-7.1%	Q4 2019
PANWPalo Alto Networks Inc	$10.3M	2.65%	0.00%	-12.0%	Q4 2019
WMTWalmart Inc.	$8.14M	2.09%	0.00%	-8.8%	Q4 2019
AMZNAmazon Com Inc	$6.82M	1.75%	0.00%	-5.1%	Q1 2020
RTXRTX Corp	$6.81M	1.75%	0.00%	-0.7%	Q2 2020
VVisa Inc.	$6.08M	1.56%	0.00%	-14.4%	Q4 2019
TJXTJX Companies Inc	$5.01M	1.29%	0.00%	-11.7%	Q1 2020
GOOGAlphabet Inc.	$4.3M	1.10%	Not reported	-3.4%	Q4 2019
MUMicron Technology Inc	$4.09M	1.05%	0.00%	+73.3%	Q1 2026
LHXL3harris Technologies, Inc.	$3.48M	0.89%	0.01%	-9.3%	Q4 2019
COSTCostco Wholesale Corp	$3.46M	0.89%	0.00%	-0.9%	Q4 2019
BACBank of America Corp	$3.37M	0.87%	0.00%	-1.7%	Q2 2022
CBChubb Ltd	$3.32M	0.85%	0.00%	-16.4%	Q4 2019
AVGOBroadcom Inc.	$3.3M	0.85%	0.00%	+7.3%	Q4 2019
JPMJPMorgan Chase & Co	$3.25M	0.83%	0.00%	-20.4%	Q4 2019
METAMeta Platforms, Inc.	$3.1M	0.79%	Not reported	+8.5%	Q4 2020
AJGArthur J. Gallagher & Co.	$2.42M	0.62%	0.00%	-21.9%	Q4 2019
HUBBHubbell Inc	$2.3M	0.59%	0.01%	-1.5%	Q2 2025
SYKStryker Corp	$2.3M	0.59%	0.00%	-16.1%	Q4 2019
TMOThermo Fisher Scientific Inc.	$2.11M	0.54%	0.00%	-31.3%	Q4 2019
IEXIdex Corp	$1.99M	0.51%	0.01%	-2.5%	Q1 2025
BSXBoston Scientific Corp	$1.82M	0.47%	0.00%	-17.8%	Q4 2019
ABTAbbott Laboratories	$1.78M	0.46%	0.00%	-17.5%	Q4 2019
AMATApplied Materials Inc	$1.78M	0.46%	0.00%	Not reported	Q1 2020
DHRDanaher Corp	$1.75M	0.45%	0.00%	-13.0%	Q4 2019
XOMExxonMobil Holdings Corp	$1.7M	0.44%	0.00%	-0.2%	Q4 2019
LOWLowes Companies Inc	$1.69M	0.43%	0.00%	+0.2%	Q4 2019
SPFISouth Plains Financial, Inc.	$1.66M	0.43%	0.20%	New	Q2 2026
UNPUnion Pacific Corp	$1.53M	0.39%	0.00%	-13.8%	Q4 2019
IQVIqvia Holdings Inc.	$1.5M	0.38%	0.00%	-53.5%	Q1 2025
INTCIntel Corp	$1.46M	0.37%	0.00%	+47.6%	Q4 2019
LRCXLam Research Corp	$1.35M	0.35%	0.00%	+65.1%	Q3 2024
EQHEquitable Holdings, Inc.	$1.28M	0.33%	0.01%	-25.5%	Q1 2020
TSLATesla, Inc.	$1.24M	0.32%	0.00%	-25.9%	Q4 2025
GEVGE Vernova Inc.	$1.04M	0.27%	0.00%	+5.4%	Q1 2026
WDCWestern Digital Corp	$1.02M	0.26%	0.00%	New	Q2 2026
TAt&T Inc.	$1.01M	0.26%	0.00%	-7.2%	Q3 2024
COPConocophillips	$968K	0.25%	0.00%	-8.6%	Q4 2019
HONHoneywell International Inc	$948K	0.24%	0.00%	-12.4%	Q4 2019
UNHUnitedhealth Group Inc	$918K	0.24%	0.00%	-43.5%	Q4 2019
CVXChevron Corp	$903K	0.23%	0.00%	-13.4%	Q4 2019
CATCaterpillar Inc	$898K	0.23%	0.00%	Not reported	Q4 2019
FCXFreeport-Mcmoran Inc	$877K	0.23%	0.00%	+151.9%	Q1 2026
AMDAdvanced Micro Devices Inc	$866K	0.22%	0.00%	New	Q2 2026
HONAHoneywell Aerospace Inc.	$858K	0.22%	Not reported	-19.6%	Q2 2026
NOWServiceNow, Inc.	$805K	0.21%	0.00%	-3.1%	Q1 2026

Q1 2026Reported Apr 10, 202682 positions
NVDANvidia Corp	$63.9M	18.22%	0.00%	+0.5%	Q1 2020
SPYSPDR S&P 500 ETF Trust	$57M	16.26%	Not reported	-4.7%	Q4 2019
AAPLApple Inc.	$27.7M	7.90%	0.00%	-0.4%	Q4 2019
MSFTMicrosoft Corp	$16.9M	4.82%	0.00%	-12.4%	Q4 2019
GOOGLAlphabet Inc.	$12.5M	3.57%	0.00%	+2.7%	Q4 2019
WMTWalmart Inc.	$9.79M	2.79%	0.00%	-0.5%	Q4 2019
RTXRTX Corp	$6.97M	1.99%	0.00%	-1.4%	Q2 2020
AMZNAmazon Com Inc	$6.28M	1.79%	0.00%	-4.1%	Q1 2020
VVisa Inc.	$6.26M	1.78%	0.00%	+0.3%	Q4 2019
TJXTJX Companies Inc	$5.98M	1.70%	0.00%	-0.7%	Q1 2020
PANWPalo Alto Networks Inc	$5.5M	1.57%	0.00%	-8.6%	Q4 2019
PLTRPalantir Technologies Inc.	$5.41M	1.54%	0.00%	+7.0%	Q3 2025
LHXL3harris Technologies, Inc.	$4.55M	1.30%	0.01%	-0.9%	Q4 2019
CBChubb Ltd	$3.8M	1.08%	0.00%	-20.2%	Q4 2019
COSTCostco Wholesale Corp	$3.72M	1.06%	0.00%	+0.4%	Q4 2019
JPMJPMorgan Chase & Co	$3.67M	1.05%	0.00%	-0.6%	Q4 2019
GOOGAlphabet Inc.	$3.62M	1.03%	Not reported	+37.5%	Q4 2019
BSXBoston Scientific Corp	$3.27M	0.93%	0.00%	+4.5%	Q4 2019
TMOThermo Fisher Scientific Inc.	$3.01M	0.86%	0.00%	-24.5%	Q4 2019
BACBank of America Corp	$2.93M	0.84%	0.00%	-21.7%	Q2 2022
AJGArthur J. Gallagher & Co.	$2.92M	0.83%	0.01%	Not reported	Q4 2019
METAMeta Platforms, Inc.	$2.9M	0.83%	Not reported	+16.2%	Q4 2020
SYKStryker Corp	$2.86M	0.82%	0.00%	0.0%	Q4 2019
IQVIqvia Holdings Inc.	$2.85M	0.81%	0.01%	-19.2%	Q1 2025
AVGOBroadcom Inc.	$2.52M	0.72%	0.00%	+0.4%	Q4 2019
ABTAbbott Laboratories	$2.45M	0.70%	0.00%	-0.2%	Q4 2019
HUBBHubbell Inc	$2.19M	0.62%	0.01%	0.0%	Q2 2025
HONHoneywell International Inc	$2.18M	0.62%	0.00%	-23.4%	Q4 2019
XOMExxonMobil Holdings Corp	$2.11M	0.60%	0.00%	-0.3%	Q4 2019
DHRDanaher Corp	$2.01M	0.57%	0.00%	-37.8%	Q4 2019
LOWLowes Companies Inc	$1.81M	0.52%	0.00%	Not reported	Q4 2019
IEXIdex Corp	$1.7M	0.48%	0.01%	-6.1%	Q1 2025
MCDMcdonalds Corp	$1.66M	0.47%	0.00%	0.0%	Q4 2019
UNPUnion Pacific Corp	$1.58M	0.45%	0.00%	-4.7%	Q4 2019
TAt&T Inc.	$1.53M	0.44%	0.00%	-2.2%	Q3 2024
TSLATesla, Inc.	$1.48M	0.42%	0.00%	+109.0%	Q4 2025
EQHEquitable Holdings, Inc.	$1.46M	0.42%	0.01%	Not reported	Q1 2020
COPConocophillips	$1.34M	0.38%	0.00%	-10.5%	Q4 2019
CVXChevron Corp	$1.3M	0.37%	0.00%	+26.3%	Q4 2019
ISRGIntuitive Surgical Inc	$1.17M	0.33%	0.00%	+23.1%	Q1 2020
UNHUnitedhealth Group Inc	$1.06M	0.30%	0.00%	-56.1%	Q4 2019
AXPAmerican Express Co	$924K	0.26%	0.00%	+1.3%	Q4 2019
NOWServiceNow, Inc.	$875K	0.25%	0.00%	New	Q1 2026
ZTSZoetis Inc.	$853K	0.24%	0.00%	-17.1%	Q4 2019
GEVGE Vernova Inc.	$733K	0.21%	0.00%	New	Q1 2026
FTVFortive Corp	$732K	0.21%	0.00%	-27.4%	Q4 2019
KOCoca Cola Co	$724K	0.21%	0.00%	+0.2%	Q4 2019
LINLinde PLC	$706K	0.20%	0.00%	Not reported	Q1 2020
BRK.BBerkshire Hathaway Inc	$703K	0.20%	Not reported	+1.7%	Q1 2020
MUMicron Technology Inc	$691K	0.20%	0.00%	New	Q1 2026

Q4 2025Reported Jan 5, 202676 positions
NVDANvidia Corp	$68M	18.17%	0.00%	+13.9%	Q1 2020
SPYSPDR S&P 500 ETF Trust	$62.8M	16.76%	Not reported	+6.1%	Q4 2019
AAPLApple Inc.	$29.8M	7.96%	0.00%	+9.4%	Q4 2019
MSFTMicrosoft Corp	$25.2M	6.74%	0.00%	+12.4%	Q4 2019
GOOGLAlphabet Inc.	$13.3M	3.54%	0.00%	+13.6%	Q4 2019
WMTWalmart Inc.	$8.83M	2.36%	0.00%	+14.4%	Q4 2019
AMZNAmazon Com Inc	$7.26M	1.94%	0.00%	+9.2%	Q1 2020
VVisa Inc.	$7.24M	1.93%	0.00%	+14.1%	Q4 2019
PANWPalo Alto Networks Inc	$6.92M	1.85%	0.01%	-7.8%	Q4 2019
RTXRTX Corp	$6.72M	1.79%	0.00%	+16.5%	Q2 2020
PLTRPalantir Technologies Inc.	$6.15M	1.64%	0.00%	+1.2%	Q3 2025
TJXTJX Companies Inc	$5.79M	1.55%	0.00%	+14.8%	Q1 2020
BSXBoston Scientific Corp	$4.75M	1.27%	0.00%	+15.4%	Q4 2019
TMOThermo Fisher Scientific Inc.	$4.71M	1.26%	0.00%	+13.7%	Q4 2019
IQVIqvia Holdings Inc.	$4.65M	1.24%	0.01%	+8.1%	Q1 2025
CBChubb Ltd	$4.56M	1.22%	0.00%	+15.6%	Q4 2019
BACBank of America Corp	$4.22M	1.13%	0.00%	+17.4%	Q2 2022
JPMJPMorgan Chase & Co	$4.04M	1.08%	0.00%	+15.8%	Q4 2019
LHXL3harris Technologies, Inc.	$3.91M	1.04%	0.01%	+16.7%	Q4 2019
DHRDanaher Corp	$3.89M	1.04%	0.00%	+1.6%	Q4 2019
AJGArthur J. Gallagher & Co.	$3.49M	0.93%	0.01%	+28.7%	Q4 2019
COSTCostco Wholesale Corp	$3.21M	0.86%	0.00%	+14.3%	Q4 2019
SYKStryker Corp	$3.06M	0.82%	0.00%	+15.8%	Q4 2019
ABTAbbott Laboratories	$2.99M	0.80%	0.00%	+21.0%	Q4 2019
UNHUnitedhealth Group Inc	$2.94M	0.79%	0.00%	-30.8%	Q4 2019
GOOGAlphabet Inc.	$2.88M	0.77%	Not reported	+17.1%	Q4 2019
METAMeta Platforms, Inc.	$2.88M	0.77%	Not reported	+4.3%	Q4 2020
AVGOBroadcom Inc.	$2.81M	0.75%	0.00%	+1.9%	Q4 2019
HONHoneywell International Inc	$2.46M	0.66%	0.00%	-21.8%	Q4 2019
HUBBHubbell Inc	$1.98M	0.53%	0.01%	+9.1%	Q2 2025
EQHEquitable Holdings, Inc.	$1.87M	0.50%	0.01%	+17.7%	Q1 2020
LOWLowes Companies Inc	$1.85M	0.49%	0.00%	+16.4%	Q4 2019
IEXIdex Corp	$1.7M	0.45%	0.01%	-28.5%	Q1 2025
MCDMcdonalds Corp	$1.63M	0.44%	0.00%	+8.3%	Q4 2019
UNPUnion Pacific Corp	$1.59M	0.42%	0.00%	+20.7%	Q4 2019
XOMExxonMobil Holdings Corp	$1.5M	0.40%	0.00%	+2.7%	Q4 2019
TAt&T Inc.	$1.34M	0.36%	0.00%	+1.2%	Q3 2024
ISRGIntuitive Surgical Inc	$1.17M	0.31%	0.00%	+23.6%	Q1 2020
AXPAmerican Express Co	$1.12M	0.30%	0.00%	+0.5%	Q4 2019
ZTSZoetis Inc.	$1.1M	0.29%	0.00%	-39.7%	Q4 2019
COPConocophillips	$1.07M	0.28%	0.00%	-61.9%	Q4 2019
FTVFortive Corp	$1.01M	0.27%	0.01%	+23.5%	Q4 2019
AAgilent Technologies, Inc.	$936K	0.25%	0.00%	+46.7%	Q1 2025
TSLATesla, Inc.	$858K	0.23%	0.00%	New	Q4 2025
LDOSLeidos Holdings, Inc.	$782K	0.21%	0.00%	Not reported	Q4 2021
CVXChevron Corp	$759K	0.20%	0.00%	+23.1%	Q4 2019
BRK.BBerkshire Hathaway Inc	$725K	0.19%	Not reported	+52.1%	Q1 2020
KOCoca Cola Co	$665K	0.18%	0.00%	+0.8%	Q4 2019
BLKBlackRock, Inc.	$646K	0.17%	0.00%	+0.2%	Q3 2020
KKRKKR & Co. Inc.	$644K	0.17%	0.00%	Not reported	Q3 2024

Q3 2025Reported Oct 23, 202573 positions
NVDANvidia Corp	$59.8M	18.00%	0.00%	+0.4%	Q1 2020
SPYSPDR S&P 500 ETF Trust	$57.8M	17.39%	Not reported	-5.7%	Q4 2019
AAPLApple Inc.	$25.5M	7.68%	0.00%	-8.3%	Q4 2019
MSFTMicrosoft Corp	$24M	7.23%	0.00%	-10.6%	Q4 2019
GOOGLAlphabet Inc.	$9.07M	2.73%	0.00%	-12.8%	Q4 2019
PANWPalo Alto Networks Inc	$8.3M	2.50%	0.01%	-11.7%	Q4 2019
WMTWalmart Inc.	$7.14M	2.15%	0.00%	-11.7%	Q4 2019
AMZNAmazon Com Inc	$6.32M	1.90%	0.00%	-6.0%	Q1 2020
PLTRPalantir Technologies Inc.	$6.23M	1.88%	0.00%	New	Q3 2025
VVisa Inc.	$6.18M	1.86%	0.00%	-11.9%	Q4 2019
RTXRTX Corp	$5.26M	1.58%	0.00%	-13.8%	Q2 2020
TJXTJX Companies Inc	$4.74M	1.43%	0.00%	-13.0%	Q1 2020
UNHUnitedhealth Group Inc	$4.45M	1.34%	0.00%	-13.8%	Q4 2019
BSXBoston Scientific Corp	$4.21M	1.27%	0.00%	-13.4%	Q4 2019
IQVIqvia Holdings Inc.	$3.63M	1.09%	0.01%	-14.1%	Q1 2025
CBChubb Ltd	$3.57M	1.07%	0.00%	-14.2%	Q4 2019
LHXL3harris Technologies, Inc.	$3.48M	1.05%	0.01%	-12.7%	Q4 2019
TMOThermo Fisher Scientific Inc.	$3.46M	1.04%	0.00%	-23.7%	Q4 2019
JPMJPMorgan Chase & Co	$3.42M	1.03%	0.00%	-13.0%	Q4 2019
HONHoneywell International Inc	$3.39M	1.02%	0.00%	-10.9%	Q4 2019
BACBank of America Corp	$3.38M	1.02%	0.00%	-14.7%	Q2 2022
DHRDanaher Corp	$3.32M	1.00%	0.00%	-10.8%	Q4 2019
AJGArthur J. Gallagher & Co.	$3.25M	0.98%	0.00%	-22.3%	Q4 2019
METAMeta Platforms, Inc.	$3.07M	0.92%	Not reported	-1.4%	Q4 2020
COSTCostco Wholesale Corp	$3.01M	0.91%	0.00%	-12.3%	Q4 2019
COPConocophillips	$2.82M	0.85%	0.00%	-7.3%	Q4 2019
SYKStryker Corp	$2.78M	0.84%	0.00%	-11.5%	Q4 2019
ABTAbbott Laboratories	$2.64M	0.80%	0.00%	-17.2%	Q4 2019
AVGOBroadcom Inc.	$2.63M	0.79%	0.00%	+4.7%	Q4 2019
IEXIdex Corp	$2.17M	0.65%	0.02%	-18.9%	Q1 2025
ZTSZoetis Inc.	$2.11M	0.64%	0.00%	-20.7%	Q4 2019
GOOGAlphabet Inc.	$1.91M	0.57%	Not reported	-11.1%	Q4 2019
HUBBHubbell Inc	$1.76M	0.53%	0.01%	-5.2%	Q2 2025
EQHEquitable Holdings, Inc.	$1.69M	0.51%	0.01%	-15.1%	Q1 2020
LOWLowes Companies Inc	$1.65M	0.50%	0.00%	-13.4%	Q4 2019
TAt&T Inc.	$1.51M	0.45%	0.00%	+0.9%	Q3 2024
MCDMcdonalds Corp	$1.5M	0.45%	0.00%	-3.1%	Q4 2019
XOMExxonMobil Holdings Corp	$1.37M	0.41%	0.00%	-15.0%	Q4 2019
UNPUnion Pacific Corp	$1.34M	0.40%	0.00%	-17.3%	Q4 2019
AXPAmerican Express Co	$996K	0.30%	0.00%	Not reported	Q4 2019
MTDRMatador Resources Co	$825K	0.25%	0.01%	-35.9%	Q4 2023
LDOSLeidos Holdings, Inc.	$819K	0.25%	0.00%	Not reported	Q4 2021
ISRGIntuitive Surgical Inc	$746K	0.22%	0.00%	-18.4%	Q1 2020
FTVFortive Corp	$723K	0.22%	0.00%	-19.8%	Q4 2019
BLKBlackRock, Inc.	$704K	0.21%	0.00%	Not reported	Q3 2020
LINLinde PLC	$674K	0.20%	0.00%	Not reported	Q1 2020
BXBlackstone Inc.	$670K	0.20%	0.00%	+0.1%	Q3 2024
KKRKKR & Co. Inc.	$656K	0.20%	0.00%	Not reported	Q3 2024
CVXChevron Corp	$628K	0.19%	0.00%	-4.6%	Q4 2019
KOCoca Cola Co	$626K	0.19%	0.00%	+12.4%	Q4 2019

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