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Everest Management Corp’s Microsoft MSFT Stock Holding History

Everest Management Corp’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 		$3.52M Buy
9,504
+342
+4% +$143K 1.78% 16
2025
Q4 		$4.43M Buy
9,162
+688
+8% +$345K 2.47% 8
2025
Q3 		$4.39M Buy
8,474
+142
+2% +$72.4K 2.8% 8
2025
Q2 		$4.14M Sell
8,332
-757
-8% -$329K 2.98% 5
2025
Q1 		$3.41M Buy
9,089
+1,640
+22% +$669K 3.11% 8
2024
Q4 		$3.14M Buy
+7,449
New +$3.17M 2.77% 8

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

Everest Management Corp's MSFT Position: Q1 2026 in Review

Everest Management Corp increased its Microsoft (MSFT) stake by 3.7% in Q1 2026, buying an estimated $143K and bringing the position to 9,504 shares worth $3.52M. The position accounts for 1.78% of the portfolio, ranked #16.

Everest Management Corp first reported a position in MSFT in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.43M in Q4 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Everest Management Corp held 9,504 shares of Microsoft worth $3.52M as of Q1 2026.
  • Everest Management Corp bought 342 Microsoft shares in Q1 2026, an estimated $143K.
  • Microsoft made up 1.78% of Everest Management Corp's portfolio in Q1 2026, its #16 holding.
  • Everest Management Corp first reported a position in Microsoft in Q4 2024 and has held it in 6 quarters since.
  • Everest Management Corp's Microsoft position peaked at $4.43M in Q4 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Everest Management Corp's 13F filing for Q1 2026, filed 7 May 2026.