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Evercore Wealth Management, LLC: MSFT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Evercore Wealth Management, LLC on MSFT, newest first. How the timeline and the estimate are built.

Evercore Wealth Management, LLC held 783,550 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 783,550 shares
    Change vs previous 13F -651 shares

    4.14% of the 13F portfolio, value $292,279,863.

    13F-HR 0001172661-26-003500 filed by Evercore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 784,201 shares
    Change vs previous 13F -27,332 shares

    4.56% of the 13F portfolio, value $290,287,521.

    13F-HR 0001172661-26-002269 filed by Evercore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 811,533 shares
    Change vs previous 13F -7,862 shares

    5.75% of the 13F portfolio, value $392,473,627.

    13F-HR 0001172661-26-000920 filed by Evercore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 819,395 shares
    Change vs previous 13F -16,648 shares

    6.23% of the 13F portfolio, value $424,405,641.

    13F-HR 0001172661-25-004885 filed by Evercore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 836,043 shares
    Change vs previous 13F -24,764 shares

    6.47% of the 13F portfolio, value $415,856,200.

    13F-HR 0001172661-25-003437 filed by Evercore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 860,807 shares
    Change vs previous 13F -10,153 shares

    5.2% of the 13F portfolio, value $323,138,381.

    13F-HR 0001172661-25-002000 filed by Evercore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 870,960 shares
    Change vs previous 13F -2,778 shares

    5.5% of the 13F portfolio, value $367,109,486.

    13F-HR 0001172661-25-000946 filed by Evercore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 873,738 shares
    Change vs previous 13F not available

    5.64% of the 13F portfolio, value $375,969,271.

    13F-HR 0001172661-24-004741 filed by Evercore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).