MSFT MICROSOFT CORP

Ownership history in Chesapeake Wealth Management  ·  32 quarters on record

This page tracks every 13F SEC filing in which Chesapeake Wealth Management reported a position in MICROSOFT CORP (MSFT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
4.92% (2024 Q2)
Avg. % of fund
3.41%
First filed
2018 Q1
Last filed
2025 Q4
Quarters held
32
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 28,422 +57 +0.2% 4.09% $13.7M $482.52
2025 Q3 REDUCED 28,365 -177 -0.6% 4.48% $14.7M $515.81
2025 Q2 REDUCED 28,542 -367 -1.3% 4.74% $14.2M $494.54
2025 Q1 REDUCED 28,909 -557 -1.9% 3.87% $10.9M $372.54
2024 Q4 REDUCED 29,466 -667 -2.2% 4.26% $12.4M $417.46
2024 Q3 REDUCED 30,133 -192 -0.6% 4.42% $13.0M $425.32
2024 Q2 REDUCED 30,325 -497 -1.6% 4.92% $13.6M $440.99
2024 Q1 REDUCED 30,822 -1,436 -4.5% 4.73% $13.0M $414.36
2023 Q4 REDUCED 32,258 -872 -2.6% 4.68% $12.1M $369.67
2023 Q3 REDUCED 33,130 -822 -2.4% 4.36% $10.5M $309.77
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MSFT price (monthly, adj. close)
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