SEC 13F Intelligence

Bradley & Co. Private Wealth Management, LLC / MSFT

Bradley & Co. Private Wealth Management, LLC’s Microsoft Corp Position

Does Bradley & Co. Private Wealth Management, LLC own Microsoft Corp (MSFT)? Yes — 25.0K shares worth $9M (+4.88% of its 13F portfolio) as of Q1 2026, up from 22.6K shares the prior filed quarter.

Position Value
$9M
Q1 2026
Shares
25.0K
% of Portfolio
+4.88%
Quarters Held
20
currently held

Position History MSFT

Reported value by quarter
Q1 ’21: $6MQ1 ’21Q2 ’21: $7MQ3 ’21: $7MQ4 ’21: $8MQ4 ’21Q1 ’22: $8MQ2 ’22: $6MQ3 ’22: $6MQ3 ’22Q4 ’22: $6MQ1 ’23: $7MQ2 ’23: $8MQ2 ’23Q3 ’23: $8MQ4 ’23: $9MQ1 ’24: $10MQ1 ’24Q2 ’24: $10MQ4 ’24: $10MQ1 ’25: $9MQ1 ’25Q2 ’25: $12MQ3 ’25: $12MQ4 ’25: $11MQ4 ’25Q1 ’26: $9Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202625.0K$9M+4.88%
Q4 202522.6K$11M+5.77%
Q3 202523.0K$12M+6.61%
Q2 202523.4K$12M+7.14%
Q1 202523.6K$9M+6.04%
Q4 202424.8K$10M+6.52%
Q2 202422.1K$10M+7.30%
Q1 202422.7K$10M+7.73%
Q4 202324.8K$9M+8.63%
Q3 202324.2K$8M+7.98%
Q2 202324.7K$8M+8.33%
Q1 202325.8K$7M+8.15%
Q4 202226.5K$6M+7.73%
Q3 202225.9K$6M+7.18%
Q2 202224.7K$6M+6.99%
Q1 202224.4K$8M+6.46%
Q4 202124.7K$8M+6.66%
Q3 202124.5K$7M+5.97%
Q2 202125.0K$7M+5.84%
Q1 202124.8K$6M+5.40%

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