EWS
MSFT icon

Evergreen Wealth Solutions’s Microsoft MSFT Stock Holding History

Evergreen Wealth Solutions’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 		$17.2M Buy
46,443
+32,971
+245% +$13.8M 1.22% 26
2025
Q4 		$6.52M Buy
13,472
+6,560
+95% +$3.29M 0.91% 21
2025
Q3 		$3.58M Buy
6,912
+87
+1% +$44.4K 2.02% 8
2025
Q2 		$3.39M Sell
6,825
-731
-10% -$317K 2.04% 8
2025
Q1 		$2.84M Buy
7,556
+38
+0.5% +$15.5K 1.91% 8
2024
Q4 		$3.17M Buy
7,518
+444
+6% +$189K 2.21% 5
2024
Q3 		$3.04M Sell
7,074
-521
-7% -$223K 2.07% 6
2024
Q2 		$3.39M Buy
7,595
+133
+2% +$56.2K 2.41% 6
2024
Q1 		$3.14M Sell
7,462
-1,491
-17% -$604K 2.32% 6
2023
Q4 		$3.37M Sell
8,953
-497
-5% -$177K 2.88% 5
2023
Q3 		$2.98M Sell
9,450
-624
-6% -$206K 3.01% 5
2023
Q2 		$3.43M Sell
10,074
-767
-7% -$240K 3.46% 5
2023
Q1 		$3.13M Buy
10,841
+251
+2% +$64K 3.62% 4
2022
Q4 		$2.54M Buy
10,590
+526
+5% +$126K 3.35% 4
2022
Q3 		$2.34M Sell
10,064
-4
-0% -$1.06K 3.33% 4
2022
Q2 		$2.59M Buy
10,068
+73
+0.7% +$19.8K 3.17% 5
2022
Q1 		$3.08M Buy
9,995
+59
+0.6% +$17.8K 2.99% 6
2021
Q4 		$3.34M Buy
+9,936
New +$3.22M 3.03% 6

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 Wealth Solutions's MSFT Position: Q1 2026 in Review

Evergreen Wealth Solutions increased its Microsoft (MSFT) stake by 245% in Q1 2026, buying an estimated $13.8M and bringing the position to 46,443 shares worth $17.2M. The position accounts for 1.22% of the portfolio, ranked #26.

Evergreen Wealth Solutions first reported a position in MSFT in Q4 2021 and has held it in 18 quarters since. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Evergreen Wealth Solutions held 46,443 shares of Microsoft worth $17.2M as of Q1 2026.
  • Evergreen Wealth Solutions bought 32,971 Microsoft shares in Q1 2026, an estimated $13.8M.
  • Microsoft made up 1.22% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #26 holding.
  • Evergreen Wealth Solutions first reported a position in Microsoft in Q4 2021 and has held it in 18 quarters since.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.