EW
MSFT icon

Evoke Wealth’s Microsoft MSFT Stock Holding History

Evoke Wealth’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 		$1.33M Hold
3,600
– – 0.02% 231
2025
Q4 		$1.74M Hold
3,600
– – 0.03% 201
2025
Q3 		$1.86M Hold
3,600
– – 0.04% 177
2025
Q2 		$1.79M Buy
+3,600
New +$1.56M 0.04% 167

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

Evoke Wealth's MSFT Position: Q1 2026 in Review

Evoke Wealth reduced its Microsoft (MSFT) stake by 8.3% in Q1 2026, selling an estimated $4.57M and leaving 121,002 shares worth $44.8M. The position accounts for 0.8% of the portfolio, ranked #29.

Evoke Wealth first reported a position in MSFT in Q3 2019 and has held it in 25 quarters since. The position peaked at $66.7M in Q3 2025. 6,181 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Evoke Wealth held 121,002 shares of Microsoft worth $44.8M as of Q1 2026.
  • Evoke Wealth sold 10,923 Microsoft shares in Q1 2026, an estimated $4.57M.
  • Microsoft made up 0.8% of Evoke Wealth's portfolio in Q1 2026, its #29 holding.
  • Evoke Wealth first reported a position in Microsoft in Q3 2019 and has held it in 25 quarters since.
  • Evoke Wealth's Microsoft position peaked at $66.7M in Q3 2025.
  • 6,181 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

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