SEC 13F Intelligence

Chapman Financial Group, LLC / MSFT

Chapman Financial Group, LLC’s Microsoft Corp Position

Does Chapman Financial Group, LLC own Microsoft Corp (MSFT)? Yes — 13.7K shares worth $5M (+3.62% of its 13F portfolio) as of Q1 2026, up from 13.6K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
13.7K
% of Portfolio
+3.62%
Quarters Held
5
currently held

Position History MSFT

Reported value by quarter
Q4 ’24: $5MQ4 ’24Q2 ’25: $6MQ2 ’25Q3 ’25: $7MQ3 ’25Q4 ’25: $7MQ4 ’25Q1 ’26: $5MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202613.7K$5M+3.62%
Q4 202513.6K$7M+4.49%
Q3 202513.6K$7M+4.86%
Q2 202511.9K$6M+5.00%
Q4 202412.7K$5M+4.29%

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