Muhlenkamp & Co — MCHP Trade History
Quarter-by-quarter changes in the MICROCHIP TECHNOLOGY INC. position · CUSIP 595017104
Currently held · 8.8 YearsFirst seen: 2017 Q1split-adjusted
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-18 | Add | 203,139 | 154 | +0.1% | $18.5M | 5.37% |
| 2026 Q1 | 2026-05-06 | Hold | 202,985 | — | 0.0% | $13.1M | 3.45% |
| 2025 Q4 | 2026-02-04 | Add | 202,985 | 1,232 | +0.6% | $12.9M | 3.48% |
| 2025 Q3 | 2025-11-07 | Add | 201,753 | 262 | +0.1% | $13.0M | 3.52% |
| 2025 Q2 | 2025-07-24 | Add | 201,491 | 90,431 | +81.4% | $14.2M | 4.42% |
| 2025 Q1 | 2025-05-13 | Reduce | 111,060 | -6,832 | -5.8% | $5.4M | 1.76% |
| 2024 Q4 | 2025-02-13 | Add | 117,892 | 487 | +0.4% | $6.8M | 2.05% |
| 2024 Q3 | 2024-11-12 | Add | 117,405 | 216 | +0.2% | $9.4M | 2.89% |
| 2024 Q2 | 2024-07-17 | Add | 117,189 | 410 | +0.4% | $10.7M | 3.35% |
| 2024 Q1 | 2024-04-23 | Add | 116,779 | 5,144 | +4.6% | $10.5M | 3.04% |
| 2023 Q4 | 2024-01-08 | Hold | 111,635 | — | 0.0% | $10.1M | 3.29% |
| 2023 Q3 | 2023-12-06 | Reduce | 111,635 | -109 | -0.1% | $8.7M | 3.01% |
| 2023 Q2 | 2023-07-14 | Reduce | 111,744 | -280 | -0.2% | $10.0M | 3.55% |
| 2022 Q4 | 2023-01-31 | Reduce | 112,024 | -112 | -0.1% | $7.9M | 3.33% |
| 2022 Q3 | 2022-11-01 | Add | 112,136 | 263 | +0.2% | $6.8M | 3.06% |
| 2022 Q2 | 2022-07-18 | Reduce | 111,873 | -402 | -0.4% | $6.5M | 3.04% |
| 2022 Q1 | 2022-04-01 | Reduce | 112,275 | -54,947 | -32.9% | $8.4M | 2.94% |
| 2021 Q4 | 2022-03-29 | Reduce | 167,222 | -22,600 | -11.9% | $14.6M | 5.07% |
| 2021 Q3 | 2021-12-10 | Hold | 189,822 | — | 0.0% | $14.6M | 5.59% |
| 2021 Q1 | 2021-08-18 | Reduce | 189,822 | -360 | -0.2% | $13.8M | 5.12% |
| 2021 Q2 | 2021-08-18 | Add | 190,182 | 216 | +0.1% | $14.2M | 5.22% |
| 2020 Q4 | 2021-02-11 | Reduce | 189,966 | -788 | -0.4% | $13.1M | 5.28% |
| 2020 Q3 | 2020-11-13 | Add | 190,754 | 768 | +0.4% | $9.8M | 5.08% |
| 2020 Q2 | 2020-08-20 | Reduce | 189,986 | -144 | -0.1% | $10.0M | 5.35% |
| 2019 Q4 | 2020-02-20 | Reduce | 190,130 | -108 | -0.1% | $10.0M | 4.35% |
| 2019 Q3 | 2019-11-27 | Add | 190,238 | 20 | +0.0% | $8.8M | 4.31% |
| 2019 Q2 | 2019-08-28 | Reduce | 190,218 | -778 | -0.4% | $8.2M | 4.01% |
| 2019 Q1 | 2019-05-23 | Reduce | 190,996 | -5,458 | -2.8% | $7.9M | 3.75% |
| 2018 Q3 | 2018-11-13 | Reduce | 196,454 | -1,482 | -0.7% | $7.8M | 3.31% |
| 2018 Q2 | 2018-08-13 | Hold | 197,936 | — | 0.0% | $9.0M | 3.43% |
| 2018 Q1 | 2018-05-11 | Add | 197,936 | 3,640 | +1.9% | $9.0M | 3.28% |
| 2017 Q4 | 2018-02-14 | Reduce | 194,296 | -3,334 | -1.7% | $8.5M | 2.52% |
| 2017 Q3 | 2017-11-13 | Reduce | 197,630 | -1,710 | -0.9% | $8.9M | 2.79% |
| 2017 Q2 | 2017-08-11 | Reduce | 199,340 | -280 | -0.1% | $7.7M | 2.41% |
| 2017 Q1 | 2017-05-17 | New | 199,620 | 199,620 | — | $7.4M | 2.26% |
| 2016 Q4 | 2017-02-09 | — | — | — | — | — | — |
| 2016 Q3 | 2016-11-14 | — | — | — | — | — | — |
| 2016 Q2 | 2016-08-09 | — | — | — | — | — | — |
| 2016 Q1 | 2016-05-12 | — | — | — | — | — | — |
| 2015 Q4 | 2016-02-10 | — | — | — | — | — | — |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.