Evernest Financial Advisors’s Microsoft MSFT Stock Holding History

Evernest Financial Advisors’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	$21.4M	Sell	50,394 -929	-2%	-$389K	4.45%	7
2025 Q4	$21.2M	Buy	51,323 +38,492	+300%	+$19.3M	4.45%	4
2025 Q3	$6.65M	Sell	12,831 -15	-0.1%	-$7.65K	1.86%	16
2025 Q2	$6.39M	Buy	12,846 +772	+6%	+$335K	2.07%	12
2025 Q1	$4.53M	Sell	12,074 -41,632	-78%	-$17M	1.63%	17
2024 Q4	$22.6M	Sell	53,706 -64	-0.1%	-$27.3K	5.87%	3
2024 Q3	$23.1M	Buy	53,770 +42,778	+389%	+$18.3M	6.24%	3
2024 Q2	$4.91M	Buy	10,992 +503	+5%	+$212K	2.2%	11
2024 Q1	$4.19M	Sell	10,489 -1,225	-10%	-$496K	1.98%	14
2023 Q4	$4.4M	Buy	+11,714	New	+$4.17M	2.23%	12
2021 Q4	$4.11M	Buy	+9,785	New	+$3.17M	2.13%	13

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

Evernest Financial Advisors's MSFT Position: Q1 2026 in Review

Evernest Financial Advisors reduced its Microsoft (MSFT) stake by 1.8% in Q1 2026, selling an estimated $389K and leaving 50,394 shares worth $21.4M. The position accounts for 4.45% of the portfolio, ranked #7.

Evernest Financial Advisors first reported a position in MSFT in Q4 2021 and has held it in 11 quarters since. The position peaked at $23.1M in Q3 2024. 6,179 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Evernest Financial Advisors held 50,394 shares of Microsoft worth $21.4M as of Q1 2026.
Evernest Financial Advisors sold 929 Microsoft shares in Q1 2026, an estimated $389K.
Microsoft made up 4.45% of Evernest Financial Advisors's portfolio in Q1 2026, its #7 holding.
Evernest Financial Advisors first reported a position in Microsoft in Q4 2021 and has held it in 11 quarters since.
Evernest Financial Advisors's Microsoft position peaked at $23.1M in Q3 2024.
6,179 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Evernest Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.