Skip to main content

Buckley Wealth Management, LLC

SEC CIK
0001730126
Latest filing
Aug 7, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Buckley Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MSFT overviewAll 13F holders of MSFTFull Q2 2026 holdings

Shares (Q2 2026)
72,104
Value
$26.9M
% of portfolio
6.7%
Quarters held
22
Since Q1 2021
Holdings of MSFT by Buckley Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202672,104$26.9M6.7%+2,310+3.3%AddedHolders
Q1 202669,794$25.8M6.6%+1,795+2.6%AddedHolders
Q4 202567,999$32.9M8.7%−193−0.3%ReducedHolders
Q3 202568,192$35.3M9.7%−1,092−1.6%ReducedHolders
Q2 202569,284$34.5M10.3%−2,292−3.2%ReducedHolders
Q1 202571,576$26.9M8.4%+1,102+1.6%AddedHolders
Q4 202470,474$29.7M9.1%−457−0.6%ReducedHolders
Q3 202470,931$30.5M9.4%−730−1.0%ReducedHolders
Q2 202471,661$32.0M10.2%−664−0.9%ReducedHolders
Q1 202472,325$30.4M9.8%−1,661−2.2%ReducedHolders
Q4 202373,986$27.8M9.7%−533−0.7%ReducedHolders
Q3 202374,519$23.5M8.8%−3,221−4.1%ReducedHolders
Q2 202377,740$26.5M9.0%+1,352+1.8%AddedHolders
Q1 202376,388$22.0M8.1%−1,883−2.4%ReducedHolders
Q4 202278,271$18.8M6.8%−459−0.6%ReducedHolders
Q3 202278,730$18.3M6.8%−4,184−5.0%ReducedHolders
Q2 202282,914$21.3M6.9%+4,327+5.5%AddedHolders
Q1 202278,587$24.2M6.6%+4,692+6.3%AddedHolders
Q4 202173,895$24.9M7.3%−1,545−2.0%ReducedHolders
Q3 202175,440$21.3M6.9%+557+0.7%AddedHolders
Q2 202174,883$20.3M7.0%−5,670−7.0%ReducedHolders
Q1 202180,553$19.0M7.0%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.