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Microsoft Corporation shares owned by BKM Wealth Management

Quarter-by-quarter ownership of Microsoft Corporation (MSFT) shares owned by BKM Wealth Management from 13F filings

Historical chart of BKM Wealth Management investment in Microsoft Corporation

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All positions including Microsoft Corporation held by BKM Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Microsoft Corporation by BKM Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $11M 25k 430.31
2024-06-30 $3.9M 8.8k 446.98
2024-03-31 $10M 24k 420.73
2023-12-31 $9.2M 24k 376.05

More positions owned by BKM Wealth Management

Ishares Tr S&p 500 Val Etf (IVE)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dbx Etf Tr Xtrackers Russel (DEUS)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Vanguard Index Fds Mid Cap Etf (VO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Sp Smcp600vl Etf (IJS)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares U S Etf Tr Commodity Curve (CCRV)
Lowe's Companies (LOW)

View all positions for BKM Wealth Management

Top funds holding Microsoft Corporation

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Jpmorgan Chase & Co
T. Rowe Price Associates
Morgan Stanley
Bank of America Corporation
Bank of New York Mellon
Nuveen Asset Management
Goldman Sachs Group
Charles Schwab Investment Management
Alliancebernstein
Franklin Resources
International Assets Investment Management

View all funds holding Microsoft Corporation