SEC 13F Intelligence

Chicago Partners Investment Group LLC / MSFT

Chicago Partners Investment Group LLC’s Microsoft Corp Position

Does Chicago Partners Investment Group LLC own Microsoft Corp (MSFT)? Yes — 132.5K shares worth $57M (+1.28% of its 13F portfolio) as of Q1 2026, up from 122.7K shares the prior filed quarter.

Position Value
$57M
Q1 2026
Shares
132.5K
% of Portfolio
+1.28%
Quarters Held
30
currently held

Position History MSFT

Reported value by quarter
Q4 ’18: $4MQ4 ’18Q1 ’19: $4MQ2 ’19: $5MQ3 ’19: $6MQ4 ’19: $7MQ4 ’19Q1 ’20: $9MQ2 ’20: $11MQ3 ’20: $11MQ4 ’20: $13MQ4 ’20Q1 ’21: $16MQ2 ’21: $18MQ3 ’21: $22MQ4 ’21: $20MQ4 ’21Q1 ’22: $17MQ2 ’22: $19MQ3 ’22: $16MQ4 ’22: $20MQ4 ’22Q1 ’23: $22MQ2 ’23: $28MQ3 ’23: $29MQ4 ’23: $35MQ4 ’23Q1 ’24: $37MQ2 ’24: $39MQ3 ’24: $39MQ4 ’24: $45MQ4 ’24Q1 ’25: $49MQ2 ’25: $59MQ3 ’25: $66MQ4 ’25: $57MQ4 ’25Q1 ’26: $57Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026132.5K$57M+1.28%
Q4 2025122.7K$57M+1.41%
Q3 2025121.4K$66M+1.72%
Q2 2025116.8K$59M+1.70%
Q1 2025112.2K$49M+1.62%
Q4 2024105.1K$45M+1.48%
Q3 202492.0K$39M+1.39%
Q2 202491.6K$39M+1.50%
Q1 202491.4K$37M+1.58%
Q4 202388.1K$35M+1.64%
Q3 202388.7K$29M+1.57%
Q2 202384.6K$28M+1.44%
Q1 202379.1K$22M+1.30%
Q4 202274.1K$20M+1.21%
Q3 202271.6K$16M+1.16%
Q2 202268.5K$19M+1.39%
Q1 202267.8K$17M+1.31%
Q4 202166.5K$20M+1.39%
Q3 202165.7K$22M+1.53%
Q2 202163.3K$18M+1.36%
Q1 202162.7K$16M+1.35%
Q4 202057.5K$13M+1.23%
Q3 202053.5K$11M+1.31%
Q2 202054.5K$11M+1.39%
Q1 202051.7K$9M+1.43%
Q4 201942.9K$7M+0.88%
Q3 201940.8K$6M+0.80%
Q2 201934.3K$5M+0.68%
Q1 201933.7K$4M+0.61%
Q4 201841.7K$4M+0.64%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Chicago Partners Investment Group LLC’s full portfolio or all institutional holders of MSFT.