Ownership history in Evercore Wealth Management, LLC · 65 quarters on record
This page tracks every 13F SEC filing in which Evercore Wealth Management, LLC reported a position in MICROSOFT CORP COM (MSFT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 811,533 | -7,862 | -1.0% | 5.75% | $392.5M | $482.52 |
| 2025 Q3 | REDUCED | 819,395 | -16,648 | -2.0% | 6.23% | $424.4M | $515.81 |
| 2025 Q2 | REDUCED | 836,043 | -24,764 | -2.9% | 6.47% | $415.9M | $494.54 |
| 2025 Q1 | REDUCED | 860,807 | -10,153 | -1.2% | 5.19% | $323.1M | $372.54 |
| 2024 Q4 | REDUCED | 870,960 | -2,778 | -0.3% | 5.50% | $367.1M | $417.46 |
| 2024 Q3 | REDUCED | 873,738 | -16,502 | -1.9% | 5.64% | $376.0M | $425.32 |
| 2024 Q2 | REDUCED | 890,240 | -14,851 | -1.6% | 6.26% | $397.9M | $440.99 |
| 2024 Q1 | REDUCED | 905,091 | -5,312 | -0.6% | 5.97% | $380.8M | $414.36 |
| 2023 Q4 | REDUCED | 910,403 | -15,737 | -1.7% | 5.74% | $342.3M | $369.67 |
| 2023 Q3 | REDUCED | 926,140 | -5,161 | -0.6% | 5.47% | $292.4M | $309.77 |
As of 2025 Q4 — sorted by position size