SEC 13F Intelligence

Buckley Wealth Management, LLC / MSFT

Buckley Wealth Management, LLC’s Microsoft Corp Position

Does Buckley Wealth Management, LLC own Microsoft Corp (MSFT)? Yes69.8K shares worth $26M (+6.59% of its 13F portfolio) as of Q1 2026, up from 68.0K shares the prior filed quarter.

Position Value
$26M
Q1 2026
Shares
69.8K
% of Portfolio
+6.59%
Quarters Held
30
currently held

Position History MSFT

Reported value by quarter
Q4 ’18: $11MQ4 ’18Q1 ’19: $12MQ2 ’19: $13MQ3 ’19: $13MQ4 ’19: $14MQ4 ’19Q1 ’20: $14MQ2 ’20: $17MQ3 ’20: $17MQ4 ’20: $18MQ4 ’20Q1 ’21: $19MQ2 ’21: $20MQ3 ’21: $21MQ4 ’21: $25MQ4 ’21Q1 ’22: $24MQ2 ’22: $21MQ3 ’22: $18MQ4 ’22: $19MQ4 ’22Q1 ’23: $22MQ2 ’23: $26MQ3 ’23: $24MQ4 ’23: $28MQ4 ’23Q1 ’24: $30MQ2 ’24: $32MQ3 ’24: $31MQ4 ’24: $30MQ4 ’24Q1 ’25: $27MQ2 ’25: $34MQ3 ’25: $35MQ4 ’25: $33MQ4 ’25Q1 ’26: $26Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202669.8K$26M+6.59%
Q4 202568.0K$33M+8.72%
Q3 202568.2K$35M+9.67%
Q2 202569.3K$34M+10.31%
Q1 202571.6K$27M+8.36%
Q4 202470.5K$30M+9.09%
Q3 202470.9K$31M+9.40%
Q2 202471.7K$32M+10.15%
Q1 202472.3K$30M+9.76%
Q4 202374.0K$28M+9.66%
Q3 202374.5K$24M+8.80%
Q2 202377.7K$26M+9.00%
Q1 202376.4K$22M+8.11%
Q4 202278.3K$19M+6.83%
Q3 202278.7K$18M+6.76%
Q2 202282.9K$21M+6.85%
Q1 202278.6K$24M+6.56%
Q4 202173.9K$25M+7.26%
Q3 202175.4K$21M+6.88%
Q2 202174.9K$20M+6.96%
Q1 202180.6K$19M+7.04%
Q4 202080.5K$18M+7.34%
Q3 202078.5K$17M+7.41%
Q2 202085.6K$17M+7.90%
Q1 202088.1K$14M+7.54%
Q4 201988.9K$14M+6.36%
Q3 201990.5K$13M+6.16%
Q2 201998.6K$13M+6.18%
Q1 2019101.6K$12M+5.68%
Q4 2018104.9K$11M+5.49%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Buckley Wealth Management, LLC’s full portfolio or all institutional holders of MSFT.