Microchip Technology (MCHP)Fenimore Asset Management Inc reduced its stake -35K shares

1.38M

Shares reported · -35K vs prior quarter

2.6%

Disclosed portfolio weight

$126M

Reported value

Holdings as of

Jun 30, 2026

Filed

Jul 14, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Mar 27, 2026CongressDisclosed purchase of MCHP — reported range $1,001 - $15,000
2. May 13, 2026Insider · 2 peopleInsiders: 2 sales (~$2.0M)
3. May 15, 2026Insider · 2 peopleInsiders: 2 sales (~$963K)
4. May 22, 2026Insider · 2 peopleInsiders: 3 sales (~$800K)
5. May 28, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On May 28, 2026, the Board of Directors (the "Board") of Microchip Technology Incorporated ("Microchip"), upon the recommendation from the Nominating, Governance and Sustainability Committee of the Board, appointed Mitch Little, former Senior Vice President, Worldwide Client Engagement of Microchip, as a member of the Board, effective June 1, 2026.”
6. May 28, 2026InsiderDirector sold ~$293K of MCHP shares in the open market
7. Jun 2, 2026Federal contract · $834K obligatedDepartment of Defense awarded Microchip Technology: $834K obligated to date
8. Jun 4, 2026Federal contract · $213K obligatedDepartment of Defense awarded Microchip Technology: $213K obligated to date
9. Jun 4, 2026InsiderOfficer sold ~$488K of MCHP shares in the open market
10. Jun 10, 2026Federal contract · $5.0M obligatedDepartment of Defense awarded Microchip Technology: $5M obligated to date
11. Jun 12, 2026Federal contract · $272K obligatedDepartment of Defense awarded Microchip Technology: $272K obligated to date
12. Jun 25, 2026Federal contract · $305K obligatedDepartment of Defense awarded Microchip Technology: $305K obligated to date
13. Jun 30, 2026CongressDisclosed purchase of MCHP — reported range $1,001 - $15,000

What came next

1. Jul 15, 20265% stakeInvesco Ltd. reported a passive stake (13G) of 5.2%
2. Jul 15, 20265% stakeInvesco Ltd. reported a passive stake (13G) of 4.9%
3. Jul 23, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On July 23, 2026, Richard J. Simoncic, Chief Operating Officer of Microchip Technology Incorporated (the "Company"), notified the Company that he was resigning from the Company effective August 17, 2026 to become Chief Executive Officer of Menlo Microsystems, Inc., a private company headquartered in Irvine, California.”
4. Aug 6, 2026Company filing · Form 8-K · ResultsReported its results
5. Aug 18, 2026Company filing · Form 8-K · Executive change, Shareholder voteChanged a top executive or board member, and held a shareholder vote“On August 18, 2026, our stockholders approved an amendment and restatement of our 2004 Equity Incentive Plan (the "Plan") to increase the number of shares of common stock authorized for issuance thereunder by 12,000,000.”
6. Aug 25, 2026InsiderCFO sold ~$310K of MCHP shares in the open market
7. Sep 16, 2026Federal contract · $481K obligatedDepartment of Commerce awarded Microchip Technology: $481K obligated to date
8. Sep 22, 2026Federal contract · $770K obligatedDepartment of Commerce awarded Microchip Technology: $770K obligated to date

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Microchip Technology

For Microchip Technology, OQRO holds 1 insider filing (SEC Form 4 or Form 144), 1 Congress trade report, 25 fund holdings reports (13F) and 3 federal contract awards dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its MCHP page.

How this filing works

• SEC Form 13F

Other disclosures at Microchip Technology

• USAspending.gov award recordSep 28, 2026
• USAspending.gov award recordSep 22, 2026
• SEC Form 4Aug 26, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026

Everything OQRO holds on this company is on its MCHP page.