MSFT — Microsoft Corporation COM

Ownership history in Chesley Taft & Associates LLC  ·  96 quarters on record

AI Ownership Summary

Chesley Taft & Associates LLC reported Microsoft Corporation COM (MSFT) in 96 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 5.4% in 2024 Q2. The latest visible filing shows MSFT at 3.68% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MSFT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Chesley Taft & Associates LLC's position in Microsoft Corporation COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MSFT was reported at 3.68% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.4% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MSFT stock page Chesley Taft & Associates LLC fund profile Chesley Taft & Associates LLC full holdings
How Chesley Taft & Associates LLC held MSFT — position size vs. price
% of Fund (quarterly)    MSFT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 238,086 -3,325 -1.4% 3.68% $88.1M 2026-04-13 $384.37
2025 Q4 ADDED 241,411 +15,639 +6.9% 4.61% $116.8M 2026-01-14 $458.33
2025 Q3 REDUCED 225,772 -5,892 -2.5% 4.96% $116.9M 2025-10-08 $522.68
2025 Q2 REDUCED 231,664 -3,224 -1.4% 5.14% $115.2M 2025-07-09 $500.60
2025 Q1 REDUCED 234,888 -2,754 -1.2% 4.26% $88.2M 2025-04-10 $378.45
2024 Q4 REDUCED 237,642 -1,213 -0.5% 4.65% $100.2M 2025-01-17 $424.92
2024 Q3 REDUCED 238,855 -2,095 -0.9% 4.90% $102.8M 2024-10-07 $404.80
2024 Q2 ADDED 240,950 +154 +0.1% 5.40% $107.7M 2024-07-19 $431.28
2024 Q1 REDUCED 240,796 -1,531 -0.6% 5.18% $101.3M 2024-04-16 $408.31
2023 Q4 REDUCED 242,327 -2,997 -1.2% 5.11% $91.1M 2024-01-11 $378.12
86 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MSFT

As of 2026 Q1 — sorted by position size

SANDER CAPITAL ADVISORS INC 3Y 7Y 43.08% ARMSTRONG HENRY H ASSOCIATES INC 3Y 7Y 23.7% R.H. Dinel Investment Counsel, Inc. 3Y 7Y 13.64% Constitution Capital LLC 3Y 12.89% Hoffman, Alan N Investment Management 3Y 12.03% PICTET BANK & TRUST Ltd 3Y 7Y 10.11% JIA INVESTMENT ALLIANCE PTE. LTD. 3Y 10.01% Altrafin AG 9.56% Generate Investment Management Ltd 9.14% UDINE WEALTH MANAGEMENT, INC. 3Y 8.53%

FAQ About Chesley Taft & Associates LLC and MSFT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Chesley Taft & Associates LLC reported owning MSFT?

Chesley Taft & Associates LLC reported MSFT across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MSFT position in Chesley Taft & Associates LLC's portfolio?

The largest reported portfolio weight for MSFT was 5.40% in 2024 Q2.

What is the latest reported MSFT position on this page?

The most recent filing on this page is 2026 Q1, when Chesley Taft & Associates LLC reported 238,086 shares, equal to 3.68% of portfolio, with an estimated market value of $88.1M.

What does the chart on this MSFT ownership page compare?

The chart compares Chesley Taft & Associates LLC's quarterly MSFT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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