Leo H. Evart Inc
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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
Q2 		$513K Buy
1,376
+37
+3% +$15K 0.41% 35
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

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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Leo H. Evart Inc's MSFT Position: Q2 2026 in Review

Leo H. Evart Inc increased its Microsoft (MSFT) stake by 2.8% in Q2 2026, buying an estimated $15K and bringing the position to 1,376 shares worth $513K. The position accounts for 0.41% of the portfolio, ranked #35.

Leo H. Evart Inc first reported a position in MSFT in Q4 2021 and has held it in 10 quarters since. The position peaked at $581K in Q4 2021. 6,276 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Leo H. Evart Inc held 1,376 shares of Microsoft worth $513K as of Q2 2026.
  • Leo H. Evart Inc bought 37 Microsoft shares in Q2 2026, an estimated $15K.
  • Microsoft made up 0.41% of Leo H. Evart Inc's portfolio in Q2 2026, its #35 holding.
  • Leo H. Evart Inc first reported a position in Microsoft in Q4 2021 and has held it in 10 quarters since.
  • Leo H. Evart Inc's Microsoft position peaked at $581K in Q4 2021.
  • 6,276 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Leo H. Evart Inc's 13F filing for Q2 2026, filed 18 Aug 2026.