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Bradley & Co. Private Wealth Management, LLC

SEC CIK
0001861678
Latest filing
Aug 10, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Bradley & Co. Private 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)
25,828
Value
$9.63M
% of portfolio
4.6%
Quarters held
21
Since Q1 2021
Holdings of MSFT by Bradley & Co. Private Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202625,828$9.63M4.6%+795+3.2%AddedHolders
Q1 202625,033$9.27M4.9%+2,480+11.0%AddedHolders
Q4 202522,553$10.9M5.8%−494−2.1%ReducedHolders
Q3 202523,047$11.9M6.6%−392−1.7%ReducedHolders
Q2 202523,439$11.7M7.1%−141−0.6%ReducedHolders
Q1 202523,580$8.85M6.0%−1,211−4.9%ReducedHolders
Q4 202424,791$10.4M6.5%–No prior filingHolders
Q3 2024––––Not filedHolders
Q2 202422,087$9.87M7.3%−635−2.8%ReducedHolders
Q1 202422,722$9.56M7.7%−2,083−8.4%ReducedHolders
Q4 202324,805$9.33M8.6%+589+2.4%AddedHolders
Q3 202324,216$7.65M8.0%−494−2.0%ReducedHolders
Q2 202324,710$8.41M8.3%−1,098−4.3%ReducedHolders
Q1 202325,808$7.44M8.2%−676−2.6%ReducedHolders
Q4 202226,484$6.35M7.7%+613+2.4%AddedHolders
Q3 202225,871$6.03M7.2%+1,151+4.7%AddedHolders
Q2 202224,720$6.35M7.0%+323+1.3%AddedHolders
Q1 202224,397$7.52M6.5%−305−1.2%ReducedHolders
Q4 202124,702$8.31M6.7%+154+0.6%AddedHolders
Q3 202124,548$6.92M6.0%−409−1.6%ReducedHolders
Q2 202124,957$6.69M5.8%+162+0.7%AddedHolders
Q1 202124,795$5.85M5.4%––Holders

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