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Microsoft Corporation shares owned by Evernest Financial Advisors

Quarter-by-quarter ownership of Microsoft Corporation (MSFT) shares owned by Evernest Financial Advisors from 13F filings

Historical chart of Evernest Financial Advisors investment in Microsoft Corporation

Tip: Access up to 7 years of quarterly data

All positions including Microsoft Corporation held by Evernest Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Microsoft Corporation by Evernest Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $23M 54k 421.50
2024-09-30 $23M 54k 430.30
2024-06-30 $4.9M 11k 446.97
2024-03-31 $4.2M 11k 399.13
2023-12-31 $4.4M 12k 376.03

More positions owned by Evernest Financial Advisors

Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Casey's General Stores (CASY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p Scp Etf (IJR)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
Fidelity Covington Trust Fundamental Smal (FFSM)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Eafe (IEFA)
Capital Group International SHS (CGIE)

View all positions for Evernest Financial Advisors

Top funds holding Microsoft Corporation

Vanguard Group
BlackRock
State Street Corporation
FMR
Geode Capital Management
Jpmorgan Chase & Co
T. Rowe Price Associates
Capital Research and Management Company - Division 3
Capital Research Global Investors
Bank of America Corporation
Northern Trust
Capital World Investors
Legal & General Group
Bank of New York Mellon
Ubs Global Asset Management Americas

View all funds holding Microsoft Corporation