Buckley Wealth Management’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $26.9M | Buy |
72,104
+2,310
| +3% | +$935K | 6.65% | 3 |
|
|
2026
Q1 | $25.8M | Buy |
69,794
+1,795
| +3% | +$751K | 6.59% | 2 |
|
|
2025
Q4 | $32.9M | Sell |
67,999
-193
| -0.3% | -$96.7K | 8.72% | 2 |
|
|
2025
Q3 | $35.3M | Sell |
68,192
-1,092
| -2% | -$557K | 9.67% | 2 |
|
|
2025
Q2 | $34.5M | Sell |
69,284
-2,292
| -3% | -$995K | 10.31% | 1 |
|
|
2025
Q1 | $26.9M | Buy |
71,576
+1,102
| +2% | +$449K | 8.36% | 2 |
|
|
2024
Q4 | $29.7M | Sell |
70,474
-457
| -0.6% | -$195K | 9.09% | 2 |
|
|
2024
Q3 | $30.5M | Sell |
70,931
-730
| -1% | -$312K | 9.4% | 2 |
|
|
2024
Q2 | $32M | Sell |
71,661
-664
| -0.9% | -$280K | 10.15% | 2 |
|
|
2024
Q1 | $30.4M | Sell |
72,325
-1,661
| -2% | -$672K | 9.76% | 1 |
|
|
2023
Q4 | $27.8M | Sell |
73,986
-533
| -0.7% | -$190K | 9.66% | 2 |
|
|
2023
Q3 | $23.5M | Sell |
74,519
-3,221
| -4% | -$1.06M | 8.8% | 2 |
|
|
2023
Q2 | $26.5M | Buy |
77,740
+1,352
| +2% | +$424K | 9% | 2 |
|
|
2023
Q1 | $22M | Sell |
76,388
-1,883
| -2% | -$480K | 8.11% | 2 |
|
|
2022
Q4 | $18.8M | Sell |
78,271
-459
| -0.6% | -$110K | 6.83% | 3 |
|
|
2022
Q3 | $18.3M | Sell |
78,730
-4,184
| -5% | -$1.1M | 6.76% | 2 |
|
|
2022
Q2 | $21.3M | Buy |
82,914
+4,327
| +6% | +$1.17M | 6.85% | 2 |
|
|
2022
Q1 | $24.2M | Buy |
78,587
+4,692
| +6% | +$1.41M | 6.56% | 2 |
|
|
2021
Q4 | $24.9M | Sell |
73,895
-1,545
| -2% | -$501K | 7.26% | 2 |
|
|
2021
Q3 | $21.3M | Buy |
75,440
+557
| +0.7% | +$162K | 6.88% | 2 |
|
|
2021
Q2 | $20.3M | Sell |
74,883
-5,670
| -7% | -$1.44M | 6.96% | 2 |
|
|
2021
Q1 | $19M | Buy |
80,553
+23
| +0% | +$5.34K | 7.04% | 2 |
|
|
2020
Q4 | $17.9M | Buy |
80,530
+2,056
| +3% | +$442K | 7.34% | 2 |
|
|
2020
Q3 | $16.5M | Sell |
78,474
-7,137
| -8% | -$1.5M | 7.41% | 2 |
|
|
2020
Q2 | $17.4M | Sell |
85,611
-2,513
| -3% | -$456K | 7.9% | 2 |
|
|
2020
Q1 | $13.9M | Sell |
88,124
-772
| -0.9% | -$127K | 7.54% | 2 |
|
|
2019
Q4 | $14M | Sell |
88,896
-1,573
| -2% | -$231K | 6.36% | 2 |
|
|
2019
Q3 | $12.6M | Sell |
90,469
-8,173
| -8% | -$1.12M | 6.16% | 2 |
|
|
2019
Q2 | $13.2M | Sell |
98,642
-2,977
| -3% | -$378K | 6.18% | 2 |
|
|
2019
Q1 | $12M | Sell |
101,619
-3,243
| -3% | -$354K | 5.68% | 2 |
|
|
2018
Q4 | $10.7M | Buy |
104,862
+1,635
| +2% | +$175K | 5.49% | 2 |
|
|
2018
Q3 | $11.8M | Sell |
103,227
-370
| -0.4% | -$40.1K | 5.16% | 2 |
|
|
2018
Q2 | $10.2M | Buy |
103,597
+4,154
| +4% | +$403K | 4.83% | 2 |
|
|
2018
Q1 | $9.08M | Buy |
99,443
+150
| +0.2% | +$13.7K | 4.49% | 2 |
|
|
2017
Q4 | $8.49M | Buy |
+99,293
| New | +$8.15M | 4.26% | 2 |
|
Other funds holding MSFT
Buckley Wealth Management's MSFT Position: Q2 2026 in Review
Buckley Wealth Management increased its Microsoft (MSFT) stake by 3.3% in Q2 2026, buying an estimated $935K and bringing the position to 72,104 shares worth $26.9M. The position accounts for 6.65% of the portfolio, ranked #3.
Buckley Wealth Management first reported a position in MSFT in Q4 2017 and has held it in 35 quarters since. The position peaked at $35.3M in Q3 2025. 6,177 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Buckley Wealth Management held 72,104 shares of Microsoft worth $26.9M as of Q2 2026.
- Buckley Wealth Management bought 2,310 Microsoft shares in Q2 2026, an estimated $935K.
- Microsoft made up 6.65% of Buckley Wealth Management's portfolio in Q2 2026, its #3 holding.
- Buckley Wealth Management first reported a position in Microsoft in Q4 2017 and has held it in 35 quarters since.
- Buckley Wealth Management's Microsoft position peaked at $35.3M in Q3 2025.
- 6,177 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Buckley Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.