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Evelyn Partners Investment Management’s Microsoft MSFT Stock Holding History

Evelyn Partners Investment Management’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 		$260M Buy
703,648
+31,118
+5% +$13M 7.08% 2
2025
Q4 		$325M Buy
672,530
+6,380
+1% +$3.2M 8.99% 1
2025
Q3 		$345M Buy
666,150
+820
+0.1% +$418K 9.8% 1
2025
Q2 		$331M Buy
665,330
+58,964
+10% +$25.6M 10.12% 1
2025
Q1 		$228M Buy
606,366
+7,508
+1% +$3.06M 7.58% 1
2024
Q4 		$252M Buy
+598,858
New +$255M 8.19% 1

Other funds holding MSFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Evelyn Partners Investment Management increased its Microsoft (MSFT) stake by 4.6% in Q1 2026, buying an estimated $13M and bringing the position to 703,648 shares worth $260M. The position accounts for 7.08% of the portfolio, ranked #2.

Evelyn Partners Investment Management first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $345M in Q3 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Evelyn Partners Investment Management held 703,648 shares of Microsoft worth $260M as of Q1 2026.
  • Evelyn Partners Investment Management bought 31,118 Microsoft shares in Q1 2026, an estimated $13M.
  • Microsoft made up 7.08% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #2 holding.
  • Evelyn Partners Investment Management first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's Microsoft position peaked at $345M in Q3 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

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