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Evergreen Capital Management’s Microsoft MSFT Stock Holding History

Evergreen Capital 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 		– Sell
-1,500
Closed -$628K – 726
2025
Q4 		$725K Buy
+1,500
New +$752K 0.02% 561
2025
Q3 		– Hold
0
– – – 471
2025
Q2 		– Hold
0
– – – 431

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

Evergreen Capital Management's MSFT Position: Q1 2026 in Review

Evergreen Capital Management reduced its Microsoft (MSFT) stake by 13% in Q1 2026, selling an estimated $14.3M and leaving 228,225 shares worth $84.5M. The position accounts for 1.83% of the portfolio, ranked #5.

Evergreen Capital Management first reported a position in MSFT in Q2 2013 and has held it in 52 quarters since. The position peaked at $127M in Q4 2025. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Evergreen Capital Management held 228,225 shares of Microsoft worth $84.5M as of Q1 2026.
  • Evergreen Capital Management sold 34,233 Microsoft shares in Q1 2026, an estimated $14.3M.
  • Microsoft made up 1.83% of Evergreen Capital Management's portfolio in Q1 2026, its #5 holding.
  • Evergreen Capital Management first reported a position in Microsoft in Q2 2013 and has held it in 52 quarters since.
  • Evergreen Capital Management's Microsoft position peaked at $127M in Q4 2025.
  • 6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.