Position in MSFT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$292,279,820
+$1,992,138 QoQ
Shares Held
783,550
-0.1% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
4.60%
of 13F equity value
Holder Rank
#427
of 6,189 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 3%
None 3%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Evercore Wealth Management, LLC holds $316,369,443 across 10 Software - Infrastructure names. MSFT ranks #1 (92.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
783,550 | $292,279,820 | |
| 2 | ORCL |
Oracle Corp
|
55,803 | $8,177,929 | |
| 3 | NET |
Cloudflare, Inc.
|
21,400 | $5,248,992 | |
| 4 | CHKP |
Check Point Software Technologies Ltd
|
36,175 | $4,754,480 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
31,551 | $3,681,055 | |
| 6 | PANW |
Palo Alto Networks Inc
|
3,209 | $1,094,332 | |
| 7 | CRWV |
CoreWeave, Inc.
|
3,600 | $358,344 | |
| 8 | SNPS |
Synopsys Inc
|
646 | $288,161 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $292,279,820 | 783,550 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $290,287,682 | 784,201 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $392,473,588 | 811,533 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $424,405,638 | 819,395 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $415,856,147 | 836,043 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $323,138,338 | 860,807 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $367,109,639 | 870,960 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $375,969,460 | 873,738 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $397,892,766 | 890,240 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $380,789,884 | 905,091 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $342,347,943 | 910,403 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $292,428,704 | 926,140 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $317,145,241 | 931,301 | Shares | Other | 2023-08-04 | |
| 2023-03-31 | $275,293,055 | 954,884 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $231,039,949 | 963,389 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $225,480,736 | 968,144 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $247,333,709 | 963,025 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $300,502,973 | 974,678 | Shares | Other | 2022-05-16 | |
| 2021-12-31 | $329,579,137 | 979,957 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $279,471,523 | 991,315 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $272,531,088 | 1,006,021 | Shares | Other | 2021-08-16 | |
| 2021-03-31 | $238,237,567 | 1,010,466 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $221,633,077 | 996,462 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $208,318,824 | 990,438 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $204,380,817 | 1,004,279 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $160,751,909 | 1,019,288 | Shares | Other | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||