Evelyn Partners Investment Management Services’s Microsoft MSFT Stock Holding History

Evelyn Partners Investment Management Services’s Portfolio MSFT Stock Details MSFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$43.6M	Buy	117,766 +11,123	+10%	+$4.65M	5.13%	3
2025 Q4	$51.6M	Buy	106,643 +3,293	+3%	+$1.65M	6.46%	1
2025 Q3	$53.5M	Buy	103,350 +1,441	+1%	+$735K	7.19%	1
2025 Q2	$50.7M	Buy	101,909 +3,187	+3%	+$1.38M	7.61%	1
2025 Q1	$37.1M	Buy	98,722 +7,819	+9%	+$3.19M	6.08%	1
2024 Q4	$38.3M	Buy	+90,903	New	+$38.7M	6.68%	1

Other funds holding MSFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Evelyn Partners Investment Management Services's MSFT Position: Q1 2026 in Review

Evelyn Partners Investment Management Services increased its Microsoft (MSFT) stake by 10% in Q1 2026, buying an estimated $4.65M and bringing the position to 117,766 shares worth $43.6M. The position accounts for 5.13% of the portfolio, ranked #3.

Evelyn Partners Investment Management Services first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $53.5M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Evelyn Partners Investment Management Services held 117,766 shares of Microsoft worth $43.6M as of Q1 2026.
Evelyn Partners Investment Management Services bought 11,123 Microsoft shares in Q1 2026, an estimated $4.65M.
Microsoft made up 5.13% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #3 holding.
Evelyn Partners Investment Management Services first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Investment Management Services's Microsoft position peaked at $53.5M in Q3 2025.
6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.