SEC 13F Intelligence

Evercore Wealth Management, LLC / MSFT

Evercore Wealth Management, LLC’s Microsoft Corp Position

Does Evercore Wealth Management, LLC own Microsoft Corp (MSFT)? Yes — 784.2K shares worth $290M (+4.56% of its 13F portfolio) as of Q1 2026, down from 811.5K shares the prior filed quarter.

Position Value
$290M
Q1 2026
Shares
784.2K
% of Portfolio
+4.56%
Quarters Held
30
currently held

Position History MSFT

Reported value by quarter
Q4 ’18: $100MQ4 ’18Q1 ’19: $118MQ2 ’19: $136MQ3 ’19: $141MQ4 ’19: $159MQ4 ’19Q1 ’20: $161MQ2 ’20: $204MQ3 ’20: $208MQ4 ’20: $222MQ4 ’20Q1 ’21: $238MQ2 ’21: $273MQ3 ’21: $279MQ4 ’21: $330MQ4 ’21Q1 ’22: $301MQ2 ’22: $247MQ3 ’22: $225MQ4 ’22: $231MQ4 ’22Q1 ’23: $275MQ2 ’23: $317MQ3 ’23: $292MQ4 ’23: $342MQ4 ’23Q1 ’24: $381MQ2 ’24: $398MQ3 ’24: $376MQ4 ’24: $367MQ4 ’24Q1 ’25: $323MQ2 ’25: $416MQ3 ’25: $424MQ4 ’25: $392MQ4 ’25Q1 ’26: $290Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026784.2K$290M+4.56%
Q4 2025811.5K$392M+5.75%
Q3 2025819.4K$424M+6.23%
Q2 2025836.0K$416M+6.47%
Q1 2025860.8K$323M+5.19%
Q4 2024871.0K$367M+5.50%
Q3 2024873.7K$376M+5.64%
Q2 2024890.2K$398M+6.26%
Q1 2024905.1K$381M+5.97%
Q4 2023910.4K$342M+5.74%
Q3 2023926.1K$292M+5.47%
Q2 2023931.3K$317M+5.82%
Q1 2023954.9K$275M+5.49%
Q4 2022963.4K$231M+4.84%
Q3 2022968.1K$225M+5.09%
Q2 2022963.0K$247M+5.21%
Q1 2022974.7K$301M+5.31%
Q4 2021980.0K$330M+5.36%
Q3 2021991.3K$279M+5.06%
Q2 20211.01M$273M+4.99%
Q1 20211.01M$238M+4.72%
Q4 2020996.5K$222M+4.78%
Q3 2020990.4K$208M+5.10%
Q2 20201.00M$204M+5.46%
Q1 20201.02M$161M+5.30%
Q4 20191.01M$159M+4.29%
Q3 20191.02M$141M+4.15%
Q2 20191.01M$136M+4.12%
Q1 20191.00M$118M+3.80%
Q4 2018979.7K$100M+3.76%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Evercore Wealth Management, LLC’s full portfolio or all institutional holders of MSFT.