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Mark J. Bradley’s Microsoft MSFT Stock Holding History

Mark J. Bradley’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
2023
Q2 		$4.14M Sell
12,169
-6,365
-34% -$1.99M 4.11% 4
2023
Q1 		$5.34M Buy
18,534
+2,205
+14% +$562K 3.88% 7
2022
Q4 		$3.92M Sell
16,329
-130
-0.8% -$31.2K 3.48% 9
2022
Q3 		$3.83M Buy
16,459
+80
+0.5% +$21.1K 3.55% 6
2022
Q2 		$4.21M Sell
16,379
-120
-0.7% -$32.6K 3.81% 6
2022
Q1 		$5.09M Sell
16,499
-577
-3% -$174K 3.62% 7
2021
Q4 		$5.74M Sell
17,076
-708
-4% -$230K 3.75% 4
2021
Q3 		$5.01M Sell
17,784
-475
-3% -$138K 3.43% 7
2021
Q2 		$4.95M Sell
18,259
-1,250
-6% -$318K 3.3% 9
2021
Q1 		$4.6M Buy
19,509
+955
+5% +$222K 3.11% 10
2020
Q4 		$4.13M Buy
+18,554
New +$3.99M 2.84% 10

Other funds holding MSFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Mark J. Bradley's MSFT Position: Q2 2023 in Review

Mark J. Bradley reduced its Microsoft (MSFT) stake by 34% in Q2 2023, selling an estimated $1.99M and leaving 12,169 shares worth $4.14M. The position accounts for 4.11% of the portfolio, ranked #4.

Mark J. Bradley first reported a position in MSFT in Q4 2020 and has held it in 11 quarters since. The position peaked at $5.74M in Q4 2021. 4,805 funds tracked by Wall St. Rank hold MSFT as of Q2 2023.

  • Mark J. Bradley held 12,169 shares of Microsoft worth $4.14M as of Q2 2023.
  • Mark J. Bradley sold 6,365 Microsoft shares in Q2 2023, an estimated $1.99M.
  • Microsoft made up 4.11% of Mark J. Bradley's portfolio in Q2 2023, its #4 holding.
  • Mark J. Bradley first reported a position in Microsoft in Q4 2020 and has held it in 11 quarters since.
  • Mark J. Bradley's Microsoft position peaked at $5.74M in Q4 2021.
  • 4,805 funds tracked by Wall St. Rank held Microsoft as of Q2 2023.

Based on Mark J. Bradley's 13F filing for Q2 2023, filed 7 Aug 2023.