Position in MSFT
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$3,590,690
+$685,226 QoQ
Shares Held
9,626
+22.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.85%
of 13F equity value
Holder Rank
#3,795
of 6,215 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Evergreen Wealth Management, LLC holds $6,633,486 across 2 Software - Infrastructure names. MSFT ranks #1 (54.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
9,626 | $3,590,690 | |
| 2 | KSPI |
Joint Stock Co Kaspi.kz
|
35,120 | $3,042,796 |
All Filings in MSFT
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,590,690 | 9,626 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $2,905,464 | 7,849 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,371,315 | 6,971 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,586,803 | 6,925 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $4,250,865 | 8,546 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $3,189,313 | 8,496 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $3,557,460 | 8,440 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $3,565,465 | 8,286 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $3,985,006 | 8,916 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $3,751,139 | 8,916 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $3,352,772 | 8,916 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,774,811 | 8,788 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,954,525 | 8,676 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $2,623,818 | 9,101 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $2,154,542 | 8,984 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||