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Bradley & Co Private Wealth Management’s Microsoft MSFT Stock Holding History

Bradley & Co Private Wealth Management’s Portfolio MSFT Stock Details MSFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.27M Buy
25,033
+2,480
+11% +$1.04M 4.89% 11
2025
Q4 		$10.9M Sell
22,553
-494
-2% -$248K 5.77% 9
2025
Q3 		$11.9M Sell
23,047
-392
-2% -$200K 6.61% 8
2025
Q2 		$11.7M Sell
23,439
-141
-0.6% -$61.2K 7.14% 4
2025
Q1 		$8.85M Sell
23,580
-1,211
-5% -$494K 6.04% 9
2024
Q4 		$10.4M Buy
+24,791
New +$10.6M 6.52% 9
2024
Q2 		$9.87M Sell
22,087
-635
-3% -$268K 7.3% 4
2024
Q1 		$9.56M Sell
22,722
-2,083
-8% -$843K 7.73% 3
2023
Q4 		$9.33M Buy
24,805
+589
+2% +$210K 8.63% 2
2023
Q3 		$7.65M Sell
24,216
-494
-2% -$163K 7.98% 4
2023
Q2 		$8.41M Sell
24,710
-1,098
-4% -$344K 8.33% 2
2023
Q1 		$7.44M Sell
25,808
-676
-3% -$172K 8.15% 2
2022
Q4 		$6.35M Buy
26,484
+613
+2% +$147K 7.73% 4
2022
Q3 		$6.03M Buy
25,871
+1,151
+5% +$304K 7.18% 3
2022
Q2 		$6.35M Buy
24,720
+323
+1% +$87.7K 6.99% 3
2022
Q1 		$7.52M Sell
24,397
-305
-1% -$91.8K 6.46% 4
2021
Q4 		$8.31M Buy
24,702
+154
+0.6% +$49.9K 6.66% 2
2021
Q3 		$6.92M Sell
24,548
-409
-2% -$119K 5.97% 4
2021
Q2 		$6.69M Buy
24,957
+162
+0.7% +$41.2K 5.84% 4
2021
Q1 		$5.85M Buy
+24,795
New +$5.75M 5.4% 6

Other funds holding MSFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bradley & Co Private Wealth Management's MSFT Position: Q1 2026 in Review

Bradley & Co Private Wealth Management increased its Microsoft (MSFT) stake by 11% in Q1 2026, buying an estimated $1.04M and bringing the position to 25,033 shares worth $9.27M. The position accounts for 4.89% of the portfolio, ranked #11.

Bradley & Co Private Wealth Management first reported a position in MSFT in Q1 2021 and has held it in 20 quarters since. The position peaked at $11.9M in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Bradley & Co Private Wealth Management held 25,033 shares of Microsoft worth $9.27M as of Q1 2026.
  • Bradley & Co Private Wealth Management bought 2,480 Microsoft shares in Q1 2026, an estimated $1.04M.
  • Microsoft made up 4.89% of Bradley & Co Private Wealth Management's portfolio in Q1 2026, its #11 holding.
  • Bradley & Co Private Wealth Management first reported a position in Microsoft in Q1 2021 and has held it in 20 quarters since.
  • Bradley & Co Private Wealth Management's Microsoft position peaked at $11.9M in Q3 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.