Bedell Frazier Investment Counselling, LLC

Position in MSFT — Microsoft Corp

CIK 1388142 Walnut Creek, CA

Position in MSFT

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$11,542,640

-$2,992,559 QoQ

Shares Held

31,182

+3.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.79%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Mar 31, 2026

Bedell Frazier Investment Counselling, LLC holds $17,914,826 across 4 Software - Infrastructure names. MSFT ranks #1 (64.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	31,182	$11,542,640
2	CRWD	CrowdStrike Holdings, Inc.	49,728	$4,853,577
3	PANW	Palo Alto Networks Inc	7,879	$1,263,161
4	NET	Cloudflare, Inc.	1,238	$255,448

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$11,542,640	31,182	+3.7%	Shares	Sole	2026-05-15
2025-12-31	$14,535,199	30,055	+0.7%	Shares	Sole	2026-02-17
2025-09-30	$15,452,520	29,834	+6.9%	Shares	Sole	2025-11-12
2025-06-30	$13,886,692	27,918	-1.9%	Shares	Sole	2025-08-11
2025-03-31	$10,678,719	28,447	-1.9%	Shares	Sole	2025-05-14
2024-12-31	$12,217,177	28,985	+0.0%	Shares	Sole	2025-02-12
2024-09-30	$12,466,221	28,971	-8.3%	Shares	Sole	2024-11-13
2024-06-30	$14,117,362	31,586	-0.7%	Shares	Sole	2024-08-09
2024-03-31	$13,380,578	31,804	-2.5%	Shares	Sole	2024-05-14
2023-12-31	$12,266,048	32,619	+0.5%	Shares	Sole	2024-02-13
2023-09-30	$10,245,771	32,449	+2.3%	Shares	Sole	2023-11-13
2023-06-30	$10,804,312	31,727	-27.6%	Shares	Sole	2023-08-14
2023-03-31	$12,627,540	43,800	-1.5%	Shares	Sole	2023-05-09
2022-12-31	$10,665,275	44,472	-1.1%	Shares	Sole	2023-02-10
2022-09-30	$10,468,622	44,949	+71.4%	Shares	Sole	2022-11-09
2022-06-30	$6,735,109	26,224	+2.7%	Shares	Sole	2022-08-03
2022-03-31	$7,874,237	25,540	+21.0%	Shares	Sole	2022-05-10
2021-12-31	$7,099,715	21,110	+0.1%	Shares	Sole	2022-02-09
2021-09-30	$5,944,001	21,084	-46.5%	Shares	Sole	2021-11-09
2021-06-30	$10,684,566	39,441	-1.6%	Shares	Sole	2021-08-10
2021-03-31	$9,446,832	40,068	+0.5%	Shares	Sole	2021-04-29
2020-12-31	$8,871,888	39,888	-10.1%	Shares	Sole	2021-02-10
2020-09-30	$9,332,973	44,373	-2.4%	Shares	Sole	2020-11-05
2020-06-30	$9,256,652	45,485	-4.8%	Shares	Sole	2020-08-11
2020-03-31	$7,532,229	47,760	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.