Chad R. Baker’s Microsoft MSFT Stock Holding History

Chad R. Baker’s Portfolio MSFT Stock Details MSFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$20M	Hold	53,575	–	–	3.22%	10
2026 Q1	$19.8M	Hold	53,575	–	–	3.74%	7
2025 Q4	$26.1M	Buy	53,575 +20	+0%	+$10K	4.69%	3
2025 Q3	$27.7M	Sell	53,555 -105	-0.2%	-$53.6K	4.77%	3
2025 Q2	$26.7M	Hold	53,660	–	–	4.96%	2
2025 Q1	$20.1M	Buy	53,660 +225	+0.4%	+$91.7K	4.1%	4
2024 Q4	$22.5M	Hold	53,435	–	–	4.41%	5
2024 Q3	$23M	Hold	53,435	–	–	4.52%	2
2024 Q2	$23.9M	Hold	53,435	–	–	4.99%	3
2024 Q1	$22.5M	Hold	53,435	–	–	4.79%	2
2023 Q4	$20.1M	Sell	53,435 -30	-0.1%	-$10.7K	4.52%	2
2023 Q3	$16.9M	Hold	53,465	–	–	4.26%	4
2023 Q2	$18.2M	Buy	53,465 +175	+0.3%	+$54.8K	4.3%	2
2023 Q1	$15.4M	Buy	53,290 +665	+1%	+$170K	3.9%	5
2022 Q4	$12.6M	Hold	52,625	–	–	3.54%	7
2022 Q3	$12.3M	Hold	52,625	–	–	3.49%	7
2022 Q2	$13.5M	Hold	52,625	–	–	3.76%	6
2022 Q1	$16.2M	Hold	52,625	–	–	3.66%	5
2021 Q4	$17.7M	Hold	52,625	–	–	3.66%	6
2021 Q3	$14.8M	Hold	52,625	–	–	3.33%	9
2021 Q2	$14.3M	Hold	52,625	–	–	3.21%	8
2021 Q1	$12.4M	Hold	52,625	–	–	2.97%	11
2020 Q4	$11.7M	Hold	52,625	–	–	2.85%	10
2020 Q3	$11.1M	Hold	52,625	–	–	2.98%	8
2020 Q2	$10.7M	Hold	52,625	–	–	3.22%	8
2020 Q1	$8.3M	Buy	+52,625	New	+$8.65M	3.22%	8

Other funds holding MSFT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Chad R. Baker's MSFT Position: Q2 2026 in Review

Chad R. Baker held its Microsoft (MSFT) position steady in Q2 2026 at 53,575 shares worth $20M. The position accounts for 3.22% of the portfolio, ranked #10.

Chad R. Baker first reported a position in MSFT in Q1 2020 and has held it in 26 quarters since. The position peaked at $27.7M in Q3 2025. 1,139 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Chad R. Baker held 53,575 shares of Microsoft worth $20M as of Q2 2026.
Chad R. Baker left its Microsoft share count unchanged in Q2 2026.
Microsoft made up 3.22% of Chad R. Baker's portfolio in Q2 2026, its #10 holding.
Chad R. Baker first reported a position in Microsoft in Q1 2020 and has held it in 26 quarters since.
Chad R. Baker's Microsoft position peaked at $27.7M in Q3 2025.
1,139 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Chad R. Baker's 13F filing for Q2 2026, filed 16 Jul 2026.