CHB Investment Group’s Microsoft MSFT Stock Holding History

CHB Investment Group’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
2025 Q2	–	Sell	-6,602	Closed	-$2.48M	–	83
2025 Q1	$2.48M	Buy	6,602 +121	+2%	+$49.3K	1.32%	34
2024 Q4	$2.73M	Sell	6,481 -36	-0.6%	-$15.3K	1.48%	26
2024 Q3	$2.8M	Buy	+6,517	New	+$2.79M	1.49%	29

Other funds holding MSFT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CHB Investment Group's MSFT Position: Q2 2025 in Review

CHB Investment Group sold out of Microsoft (MSFT) in Q2 2025, closing a stake of 6,602 shares — an estimated $2.48M sold.

CHB Investment Group first reported a position in MSFT in Q3 2024 and held it in 3 quarters. The position peaked at $2.8M in Q3 2024. 5,825 funds tracked by Wall St. Rank hold MSFT as of Q2 2025.

CHB Investment Group reported no remaining Microsoft position as of Q2 2025 after selling out during the quarter.
CHB Investment Group sold 6,602 Microsoft shares in Q2 2025, an estimated $2.48M.
CHB Investment Group first reported a position in Microsoft in Q3 2024 and held it in 3 quarters.
CHB Investment Group's Microsoft position peaked at $2.8M in Q3 2024.
5,825 funds tracked by Wall St. Rank held Microsoft as of Q2 2025.

Based on CHB Investment Group's 13F filing for Q2 2025, filed 15 Jul 2025.