Skip to content
Disclosery

Badgley Phelps Wealth Managers, LLC: MSFT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Badgley Phelps Wealth Managers, LLC on MSFT, newest first. How the timeline and the estimate are built.

Badgley Phelps Wealth Managers, LLC held 647,049 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 647,049 shares
    Change vs previous 13F +3,693 shares

    4.23% of the 13F portfolio, value $241,362,097.

    13F-HR 0001895362-26-000006 filed by Badgley Phelps Wealth Managers, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 643,356 shares
    Change vs previous 13F -42,776 shares

    4.74% of the 13F portfolio, value $238,150,997.

    13F-HR 0001895362-26-000004 filed by Badgley Phelps Wealth Managers, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 686,132 shares
    Change vs previous 13F +77,104 shares

    6.08% of the 13F portfolio, value $331,827,098.

    13F-HR 0001895362-26-000002 filed by Badgley Phelps Wealth Managers, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 609,028 shares
    Change vs previous 13F -42,479 shares

    6.64% of the 13F portfolio, value $315,446,107.

    13F-HR 0001895362-25-000011 filed by Badgley Phelps Wealth Managers, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 651,507 shares
    Change vs previous 13F +6,270 shares

    7.18% of the 13F portfolio, value $324,065,855.

    13F-HR 0001895362-25-000007 filed by Badgley Phelps Wealth Managers, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 645,237 shares
    Change vs previous 13F +20,398 shares

    5.85% of the 13F portfolio, value $242,215,520.

    13F-HR 0001895362-25-000004 filed by Badgley Phelps Wealth Managers, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 624,839 shares
    Change vs previous 13F -10,314 shares

    6.15% of the 13F portfolio, value $263,369,636.

    13F-HR 0001895362-25-000002 filed by Badgley Phelps Wealth Managers, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 635,153 shares
    Change vs previous 13F not available

    6.35% of the 13F portfolio, value $273,306,413.

    13F-HR 0001895362-24-000023 filed by Badgley Phelps Wealth Managers, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).