Choate Investment Advisors / MSFT
Choate Investment Advisors’s Microsoft Corp Position
Does Choate Investment Advisors own Microsoft Corp (MSFT)? Yes — 324.7K shares worth $120M (+2.35% of its 13F portfolio) as of Q1 2026, down from 325.4K shares the prior filed quarter.
Position Value
$120M
Q1 2026
Shares
324.7K
% of Portfolio
+2.35%
Quarters Held
30
currently held
Position History MSFT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 324.7K | $120M | +2.35% |
| Q4 2025 | 325.4K | $157M | +3.09% |
| Q3 2025 | 324.9K | $168M | +3.48% |
| Q2 2025 | 319.5K | $159M | +3.45% |
| Q1 2025 | 308.9K | $116M | +2.88% |
| Q4 2024 | 305.1K | $129M | +3.09% |
| Q3 2024 | 297.2K | $128M | +3.26% |
| Q2 2024 | 296.3K | $132M | +3.47% |
| Q1 2024 | 310.2K | $131M | +3.51% |
| Q4 2023 | 304.1K | $114M | +3.54% |
| Q3 2023 | 198.9K | $63M | +2.46% |
| Q2 2023 | 162.5K | $55M | +2.31% |
| Q1 2023 | 150.7K | $43M | +2.10% |
| Q4 2022 | 150.0K | $36M | +2.17% |
| Q3 2022 | 149.9K | $35M | +2.30% |
| Q2 2022 | 145.3K | $37M | +2.27% |
| Q1 2022 | 149.8K | $46M | +2.45% |
| Q4 2021 | 132.5K | $45M | +2.60% |
| Q3 2021 | 135.0K | $38M | +2.43% |
| Q2 2021 | 143.0K | $39M | +2.35% |
| Q1 2021 | 148.2K | $35M | +2.16% |
| Q4 2020 | 147.5K | $33M | +1.99% |
| Q3 2020 | 130.6K | $27M | +1.78% |
| Q2 2020 | 109.9K | $22M | +1.62% |
| Q1 2020 | 111.0K | $18M | +1.40% |
| Q4 2019 | 110.8K | $17M | +1.06% |
| Q3 2019 | 111.4K | $15M | +0.96% |
| Q2 2019 | 120.5K | $16M | +0.97% |
| Q1 2019 | 122.6K | $14M | +0.85% |
| Q4 2018 | 113.9K | $12M | +0.74% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Choate Investment Advisors’s full portfolio or all institutional holders of MSFT.