Bourgeon Capital Management’s Microchip Technology MCHP Stock Holding History

Bourgeon Capital Management’s Portfolio MCHP Stock Details MCHP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$453K	Sell	7,019 -3,450	-33%	-$248K	0.08%	75
2025 Q4	$667K	Buy	+10,469	New	+$646K	0.11%	74
2025 Q2	–	Sell	-8,707	Closed	-$422K	–	116
2025 Q1	$422K	Buy	+8,707	New	+$485K	0.09%	85
2024 Q1	–	Sell	-3,850	Closed	-$347K	–	254
2023 Q4	$347K	Sell	3,850 -5,650	-59%	-$460K	0.08%	86
2023 Q3	$741K	Buy	9,500 +2,250	+31%	+$188K	0.17%	66
2023 Q2	$650K	Sell	7,250 -6,000	-45%	-$473K	0.15%	67
2023 Q1	$1.11M	Hold	13,250	–	–	0.26%	57
2022 Q4	$931K	Buy	13,250 +8,500	+179%	+$585K	0.23%	57
2022 Q3	$290K	Hold	4,750	–	–	0.08%	75
2022 Q2	$276K	Buy	4,750 +1,000	+27%	+$66.2K	0.07%	82
2022 Q1	$282K	Buy	+3,750	New	+$282K	0.06%	85
2020 Q2	–	Sell	-1,000	Closed	-$34K	–	268
2020 Q1	$34K	Buy	+1,000	New	+$47K	0.02%	124

Other funds holding MCHP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bourgeon Capital Management's MCHP Position: Q1 2026 in Review

Bourgeon Capital Management reduced its Microchip Technology (MCHP) stake by 33% in Q1 2026, selling an estimated $248K and leaving 7,019 shares worth $453K. The position accounts for 0.08% of the portfolio, ranked #75.

Bourgeon Capital Management first reported a position in MCHP in Q1 2020 and has held it in 12 quarters since. The position peaked at $1.11M in Q1 2023. 1,161 funds tracked by Wall St. Rank hold MCHP as of Q1 2026.

Bourgeon Capital Management held 7,019 shares of Microchip Technology worth $453K as of Q1 2026.
Bourgeon Capital Management sold 3,450 Microchip Technology shares in Q1 2026, an estimated $248K.
Microchip Technology made up 0.08% of Bourgeon Capital Management's portfolio in Q1 2026, its #75 holding.
Bourgeon Capital Management first reported a position in Microchip Technology in Q1 2020 and has held it in 12 quarters since.
Bourgeon Capital Management's Microchip Technology position peaked at $1.11M in Q1 2023.
1,161 funds tracked by Wall St. Rank held Microchip Technology as of Q1 2026.

Based on Bourgeon Capital Management's 13F filing for Q1 2026, filed 13 Apr 2026.