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Chapman Investment Management’s Microsoft MSFT Stock Holding History

Chapman Investment Management’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 		– Sell
-30,028
Closed -$12.1M – 45
2026
Q1 		$11.1M Buy
30,028
+177
+0.6% +$74.1K 9.17% 2
2025
Q4 		$14.4M Sell
29,851
-117
-0.4% -$58.6K 10.56% 1
2025
Q3 		$15.5M Buy
29,968
+353
+1% +$180K 11.04% 1
2025
Q2 		$14.7M Sell
29,615
-30
-0.1% -$13K 10.28% 2
2025
Q1 		$11.1M Sell
29,645
-39
-0.1% -$15.9K 8.31% 3
2024
Q4 		$12.5M Sell
29,684
-28
-0.1% -$11.9K 9.31% 2
2024
Q3 		$12.8M Buy
29,712
+32
+0.1% +$13.7K 9.34% 2
2024
Q2 		$13.3M Sell
29,680
-2,067
-7% -$873K 10.09% 1
2024
Q1 		$13.4M Sell
31,747
-493
-2% -$200K 9.85% 1
2023
Q4 		$12.1M Sell
32,240
-63
-0.2% -$22.4K 9.23% 1
2023
Q3 		$10.2M Buy
32,303
+1,046
+3% +$346K 8.63% 1
2023
Q2 		$10.6M Buy
31,257
+81
+0.3% +$25.4K 8.44% 1
2023
Q1 		$8.99M Sell
31,176
-1,140
-4% -$291K 7.4% 1
2022
Q4 		$7.75M Sell
32,316
-11,200
-26% -$2.69M 7.07% 2
2022
Q3 		$10.1M Buy
43,516
+306
+0.7% +$80.8K 7.41% 2
2022
Q2 		$11.1M Sell
43,210
-4,243
-9% -$1.15M 7.67% 1
2022
Q1 		$14.6M Sell
47,453
-84
-0.2% -$25.3K 7.78% 1
2021
Q4 		$16M Buy
47,537
+3,091
+7% +$1M 7.31% 1
2021
Q3 		$12.5M Buy
44,446
+2,850
+7% +$829K 6.5% 2
2021
Q2 		$11.3M Buy
41,596
+466
+1% +$118K 6.25% 3
2021
Q1 		$9.7M Sell
41,130
-3,145
-7% -$730K 6.11% 3
2020
Q4 		$9.85M Buy
44,275
+1,144
+3% +$246K 6.4% 3
2020
Q3 		$9.07M Buy
43,131
+43
+0.1% +$9.03K 6.7% 2
2020
Q2 		$8.77M Buy
43,088
+21
+0% +$3.81K 7.18% 2
2020
Q1 		$6.79M Sell
43,067
-2,845
-6% -$468K 7.27% 2
2019
Q4 		$7.24M Buy
+45,912
New +$6.74M 6.61% 3

Other funds holding MSFT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Chapman Investment Management's MSFT Position: Q2 2026 in Review

Chapman Investment Management sold out of Microsoft (MSFT) in Q2 2026, closing a stake of 30,028 shares — an estimated $12.1M sold.

Chapman Investment Management first reported a position in MSFT in Q4 2019 and held it in 26 quarters. The position peaked at $16M in Q4 2021. 2,131 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Chapman Investment Management reported no remaining Microsoft position as of Q2 2026 after selling out during the quarter.
  • Chapman Investment Management sold 30,028 Microsoft shares in Q2 2026, an estimated $12.1M.
  • Chapman Investment Management first reported a position in Microsoft in Q4 2019 and held it in 26 quarters.
  • Chapman Investment Management's Microsoft position peaked at $16M in Q4 2021.
  • 2,131 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Chapman Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.