Chicago Partners Investment Group’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $54M | Buy |
141,534
+9,068
| +7% | +$3.67M | 1.08% | 15 |
|
|
2026
Q1 | $57.3M | Buy |
132,466
+9,771
| +8% | +$4.09M | 1.28% | 11 |
|
|
2025
Q4 | $57.2M | Buy |
122,695
+1,287
| +1% | +$645K | 1.41% | 11 |
|
|
2025
Q3 | $65.8M | Buy |
121,408
+4,615
| +4% | +$2.35M | 1.72% | 8 |
|
|
2025
Q2 | $59.1M | Buy |
116,793
+4,545
| +4% | +$1.97M | 1.7% | 8 |
|
|
2025
Q1 | $48.6M | Buy |
112,248
+7,149
| +7% | +$2.91M | 1.62% | 12 |
|
|
2024
Q4 | $44.6M | Buy |
105,099
+13,081
| +14% | +$5.57M | 1.48% | 13 |
|
|
2024
Q3 | $39.1M | Buy |
92,018
+460
| +0.5% | +$197K | 1.39% | 14 |
|
|
2024
Q2 | $38.7M | Buy |
91,558
+154
| +0.2% | +$65K | 1.5% | 12 |
|
|
2024
Q1 | $37.3M | Buy |
91,404
+3,319
| +4% | +$1.34M | 1.58% | 11 |
|
|
2023
Q4 | $35.5M | Sell |
88,085
-596
| -0.7% | -$212K | 1.64% | 11 |
|
|
2023
Q3 | $29.2M | Buy |
88,681
+4,075
| +5% | +$1.35M | 1.57% | 12 |
|
|
2023
Q2 | $27.7M | Buy |
84,606
+5,460
| +7% | +$1.71M | 1.44% | 13 |
|
|
2023
Q1 | $22.3M | Buy |
79,146
+5,014
| +7% | +$1.28M | 1.3% | 13 |
|
|
2022
Q4 | $19.8M | Buy |
74,132
+2,568
| +4% | +$616K | 1.21% | 16 |
|
|
2022
Q3 | $16.3M | Buy |
71,564
+3,016
| +4% | +$796K | 1.16% | 17 |
|
|
2022
Q2 | $19.2M | Buy |
68,548
+772
| +1% | +$210K | 1.39% | 13 |
|
|
2022
Q1 | $17.2M | Buy |
67,776
+1,259
| +2% | +$379K | 1.31% | 17 |
|
|
2021
Q4 | $19.6M | Buy |
66,517
+838
| +1% | +$272K | 1.39% | 15 |
|
|
2021
Q3 | $21.8M | Buy |
65,679
+2,357
| +4% | +$686K | 1.53% | 12 |
|
|
2021
Q2 | $18.3M | Buy |
63,322
+600
| +1% | +$153K | 1.36% | 16 |
|
|
2021
Q1 | $16.4M | Buy |
62,722
+5,236
| +9% | +$1.21M | 1.35% | 14 |
|
|
2020
Q4 | $13M | Buy |
57,486
+3,982
| +7% | +$856K | 1.23% | 15 |
|
|
2020
Q3 | $11M | Sell |
53,504
-1,034
| -2% | -$217K | 1.31% | 17 |
|
|
2020
Q2 | $11.1M | Buy |
54,538
+2,854
| +6% | +$518K | 1.39% | 19 |
|
|
2020
Q1 | $9.23M | Buy |
51,684
+8,790
| +20% | +$1.45M | 1.43% | 21 |
|
|
2019
Q4 | $7.13M | Buy |
42,894
+2,081
| +5% | +$306K | 0.88% | 30 |
|
|
2019
Q3 | $5.71M | Buy |
40,813
+6,522
| +19% | +$897K | 0.8% | 30 |
|
|
2019
Q2 | $4.75M | Buy |
34,291
+629
| +2% | +$79.9K | 0.68% | 35 |
|
|
2019
Q1 | $4.15M | Sell |
33,662
-8,068
| -19% | -$880K | 0.61% | 38 |
|
|
2018
Q4 | $4.32M | Sell |
41,730
-3,188
| -7% | -$341K | 0.64% | 37 |
|
|
2018
Q3 | $4.67M | Buy |
44,918
+7,878
| +21% | +$854K | 0.69% | 31 |
|
|
2018
Q2 | $3.65M | Buy |
37,040
+10,846
| +41% | +$1.05M | 0.57% | 40 |
|
|
2018
Q1 | $2.39M | Sell |
26,194
-370
| -1% | -$33.8K | 0.41% | 48 |
|
|
2017
Q4 | $2.27M | Sell |
26,564
-27
| -0.1% | -$2.21K | 0.37% | 52 |
|
|
2017
Q3 | $1.98M | Buy |
26,591
+18,261
| +219% | +$1.33M | 0.34% | 55 |
|
|
2017
Q2 | $541K | Sell |
8,330
-13,786
| -62% | -$946K | 0.14% | 109 |
|
|
2017
Q1 | $1.46M | Buy |
22,116
+544
| +3% | +$34.9K | 0.41% | 50 |
|
|
2016
Q4 | $1.34M | Buy |
21,572
+60
| +0.3% | +$3.61K | 0.49% | 49 |
|
|
2016
Q3 | $1.24M | Buy |
21,512
+12,715
| +145% | +$718K | 0.49% | 49 |
|
|
2016
Q2 | $450K | Buy |
8,797
+4,716
| +116% | +$245K | 0.22% | 71 |
|
|
2016
Q1 | $225K | Sell |
4,081
-984
| -19% | -$51.6K | 0.12% | 114 |
|
|
2015
Q4 | $281K | Buy |
5,065
+1,615
| +47% | +$85K | 0.13% | 121 |
|
|
2015
Q3 | $153K | Buy |
3,450
+16
| +0.5% | +$718 | 0.09% | 151 |
|
|
2015
Q2 | $152K | Buy |
3,434
+343
| +11% | +$15.7K | 0.07% | 157 |
|
|
2015
Q1 | $144K | Sell |
3,091
-204
| -6% | -$8.88K | 0.06% | 148 |
|
|
2014
Q4 | $153K | Buy |
+3,295
| New | +$155K | 0.06% | 145 |
|
Other funds holding MSFT
Chicago Partners Investment Group's MSFT Position: Q2 2026 in Review
Chicago Partners Investment Group increased its Microsoft (MSFT) stake by 6.8% in Q2 2026, buying an estimated $3.67M and bringing the position to 141,534 shares worth $54M. The position accounts for 1.08% of the portfolio, ranked #15.
Chicago Partners Investment Group first reported a position in MSFT in Q4 2014 and has held it in 47 quarters since. The position peaked at $65.8M in Q3 2025. 6,188 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Chicago Partners Investment Group held 141,534 shares of Microsoft worth $54M as of Q2 2026.
- Chicago Partners Investment Group bought 9,068 Microsoft shares in Q2 2026, an estimated $3.67M.
- Microsoft made up 1.08% of Chicago Partners Investment Group's portfolio in Q2 2026, its #15 holding.
- Chicago Partners Investment Group first reported a position in Microsoft in Q4 2014 and has held it in 47 quarters since.
- Chicago Partners Investment Group's Microsoft position peaked at $65.8M in Q3 2025.
- 6,188 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.