Leo H. Evart Inc’s Microsoft MSFT Stock Holding History

Leo H. Evart Inc’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	$496K	Buy	+1,339	New	+$560K	0.42%	33
2023 Q3	$353K	Sell	1,117 -525	-32%	-$173K	0.54%	26
2023 Q2	$559K	Buy	1,642 +1	+0.1%	+$313	0.78%	21
2023 Q1	$473K	Buy	1,641 +1	+0.1%	+$255	0.69%	23
2022 Q4	$393K	Sell	1,640 -92	-5%	-$22.1K	0.59%	24
2022 Q3	$403K	Buy	1,732 +1	+0.1%	+$264	0.61%	23
2022 Q2	$445K	Buy	1,731 +1	+0.1%	+$271	0.54%	24
2022 Q1	$533K	Buy	1,730 +1	+0.1%	+$301	0.55%	23
2021 Q4	$581K	Buy	+1,729	New	+$561K	0.57%	24

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

Leo H. Evart Inc's MSFT Position: Q1 2026 in Review

Leo H. Evart Inc opened a new position in Microsoft (MSFT) in Q1 2026: 1,339 shares worth $496K. The stake represents 0.42% of the portfolio and ranks #33 among its holdings. This is a return to the name: Leo H. Evart Inc previously reported a position in MSFT as recently as Q3 2023.

Leo H. Evart Inc first reported a position in MSFT in Q4 2021 and has held it in 9 quarters since. The position peaked at $581K in Q4 2021. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Leo H. Evart Inc held 1,339 shares of Microsoft worth $496K as of Q1 2026.
Microsoft was a new Leo H. Evart Inc position in Q1 2026.
Microsoft made up 0.42% of Leo H. Evart Inc's portfolio in Q1 2026, its #33 holding.
Leo H. Evart Inc first reported a position in Microsoft in Q4 2021 and has held it in 9 quarters since.
Leo H. Evart Inc's Microsoft position peaked at $581K in Q4 2021.
6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Leo H. Evart Inc's 13F filing for Q1 2026, filed 13 May 2026.