Microsoft Corporation
MX ˙ BMV ˙ US5949181045
SecurityMX:MSFT / Microsoft Corporation
InstitutionBuckley Wealth Management, LLC
Latest Disclosed Ownership69,794 shares
Latest Disclosed Value $ 25,836,226
Buckley Wealth Management, LLC reports 2.64% increase in ownership of MSFT / Microsoft Corporation

On May 13, 2026 - Buckley Wealth Management, LLC filed a 13F-HR form disclosing ownership of 69,794 shares of Microsoft Corporation (MX:MSFT) valued at $25,836,226 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 67,999 shares of Microsoft Corporation. This represents a change in shares of 2.64% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F MICROSOFT COM 594918104 69,794 1,795 2.64 25,836 -21.44 6.5934
2026-02-12 2025-12-31 13F MICROSOFT COM 594918104 67,999 -193 -0.28 32,886 -6.89 8.7192
2025-11-14 2025-09-30 13F MICROSOFT COM 594918104 68,192 -1,092 -1.58 35,320 2.49 9.6704
2025-08-11 2025-06-30 13F MICROSOFT COM 594918104 69,284 -2,292 -3.20 34,463 28.26 10.3135
2025-05-15 2025-03-31 13F MICROSOFT COM 594918104 71,576 1,102 1.56 26,869 -9.55 8.3584
2025-02-10 2024-12-31 13F MICROSOFT COM 594918104 70,474 -457 -0.64 29,705 -2.68 9.0939
2024-10-18 2024-09-30 13F MICROSOFT COM 594918104 70,931 -730 -1.02 30,522 -4.71 9.4019
2024-07-24 2024-06-30 13F MICROSOFT COM 594918104 71,661 -664 -0.92 32,029 5.26 10.1512
2024-04-16 2024-03-31 13F MICROSOFT COM 594918104 72,325 -1,661 -2.25 30,429 9.37 9.7570
2024-01-18 2023-12-31 13F MICROSOFT COM 594918104 73,986 -533 -0.72 27,822 18.24 9.6585
2023-10-13 2023-09-30 13F MICROSOFT COM 594918104 74,519 -3,221 -4.14 23,529 -11.12 8.8032
2023-07-12 2023-06-30 13F MICROSOFT COM 594918104 77,740 1,352 1.77 26,474 20.21 9.0038
2023-04-14 2023-03-31 13F MICROSOFT COM 594918104 76,388 -1,883 -2.41 22,023 17.32 8.1098
2023-02-10 2022-12-31 13F MICROSOFT COM 594918104 78,271 -459 -0.58 18,771 2.37 6.8315
2022-11-14 2022-09-30 13F MICROSOFT COM 594918104 78,730 -4,184 -5.05 18,336 -13.90 6.7584
2022-08-04 2022-06-30 13F MICROSOFT COM 594918104 82,914 4,327 5.51 21,295 -12.11 6.8523
2022-05-06 2022-03-31 13F MICROSOFT COM 594918104 78,587 4,692 6.35 24,229 -2.51 6.5584
2022-02-02 2021-12-31 13F MICROSOFT COM 594918104 73,895 -1,545 -2.05 24,852 16.85 7.2555
2021-11-09 2021-09-30 13F MICROSOFT COM 594918104 75,440 557 0.74 21,268 4.84 6.8778
2021-07-27 2021-06-30 13F MICROSOFT COM 594918104 74,883 -5,670 -7.04 20,286 6.81 6.9592
2021-04-30 2021-03-31 13F MICROSOFT COM 594918104 80,553 23 0.03 18,992 6.03 7.0400
2021-01-20 2020-12-31 13F MICROSOFT COM 594918104 80,530 2,056 2.62 17,912 8.52 7.3448
2020-10-19 2020-09-30 13F MICROSOFT COM 594918104 78,474 -7,137 -8.34 16,506 -5.26 7.4092
2020-07-15 2020-06-30 13F MICROSOFT COM 594918104 85,611 -2,513 -2.85 17,423 25.36 7.9022
2020-04-10 2020-03-31 13F MICROSOFT COM 594918104 88,124 -772 -0.87 13,898 -0.86 7.5409
2020-01-16 2019-12-31 13F MICROSOFT COM 594918104 88,896 -1,573 -1.74 14,019 11.46 6.3619
2019-10-11 2019-09-30 13F MICROSOFT COM 594918104 90,469 -8,173 -8.29 12,578 -4.81 6.1567
2019-07-19 2019-06-30 13F MICROSOFT COM 594918104 98,642 -2,977 -2.93 13,214 10.25 6.1843
2019-04-11 2019-03-31 13F MICROSOFT COM 594918104 101,619 -3,243 -3.09 11,985 12.52 5.6768
2019-02-01 2018-12-31 13F MICROSOFT COM 594918104 104,862 1,635 1.58 10,651 -9.78 5.4912
2018-10-25 2018-09-30 13F MICROSOFT COM 594918104 103,227 -370 -0.36 11,806 15.56 5.1561
2018-07-31 2018-06-30 13F MICROSOFT COM 594918104 103,597 4,154 4.18 10,216 12.56 4.8302
2018-05-08 2018-03-31 13F MICROSOFT COM 594918104 99,443 150 0.15 9,076 6.85 4.4866
2018-02-07 2017-12-31 13F MICROSOFT COM 594918104 99,293 99,293 8,494 4.2605
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.