Forum Financial Management’s Microchip Technology MCHP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-6,478
Closed -$413K 712
2025
Q4
$413K Sell
6,478
-486
-7% -$30K 0.01% 579
2025
Q3
$447K Buy
6,964
+2,612
+60% +$177K 0.01% 511
2025
Q2
$306K Sell
4,352
-1
-0% -$55 ﹤0.01% 659
2025
Q1
$211K Sell
4,353
-1,031
-19% -$57.4K ﹤0.01% 788
2024
Q4
$309K Buy
5,384
+1,945
+57% +$134K 0.01% 598
2024
Q3
$276K Buy
3,439
+1
+0% +$83 ﹤0.01% 555
2024
Q2
$315K Buy
3,438
+5
+0.1% +$458 0.01% 460
2024
Q1
$308K Hold
3,433
0.01% 495
2023
Q4
$310K Hold
3,433
0.01% 441
2023
Q3
$268K Hold
3,433
0.01% 458
2023
Q2
$308K Sell
3,433
-5
-0.1% -$394 0.01% 424
2023
Q1
$288K Buy
3,438
+387
+13% +$30.9K 0.01% 414
2022
Q4
$214K Buy
+3,051
New +$210K 0.01% 529
2022
Q3
Sell
-4,455
Closed -$259K 582
2022
Q2
$259K Buy
4,455
+1,115
+33% +$73.8K 0.01% 414
2022
Q1
$250K Hold
3,340
0.01% 473
2021
Q4
$291K Buy
+3,340
New +$270K 0.02% 438

Other funds holding MCHP

Forum Financial Management's MCHP Position: Q1 2026 in Review

Forum Financial Management sold out of Microchip Technology (MCHP) in Q1 2026, closing a stake of 6,478 shares — an estimated $413K sold.

Forum Financial Management first reported a position in MCHP in Q4 2021 and held it in 16 quarters. The position peaked at $447K in Q3 2025. 1,166 funds tracked by Wall St. Rank hold MCHP as of Q1 2026.

  • Forum Financial Management reported no remaining Microchip Technology position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 6,478 Microchip Technology shares in Q1 2026, an estimated $413K.
  • Forum Financial Management first reported a position in Microchip Technology in Q4 2021 and held it in 16 quarters.
  • Forum Financial Management's Microchip Technology position peaked at $447K in Q3 2025.
  • 1,166 funds tracked by Wall St. Rank held Microchip Technology as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.