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MSFT
Showing 7 of 29 quarters

Position history for EP Wealth Advisors, LLC's holdings in MICROSOFT CORP

EP Wealth Advisors, LLC holds 831,319 shares of MSFT (MICROSOFT CORP), worth $307.7M as of 2026-Q1. The position was increased (+1.9% shares). MSFT represents 1.5% of EP Wealth Advisors, LLC's portfolio.

Current Value

$307.7M

Current Shares

831,319

Total Value Change

+$11.6M

Total Shares Change

+168,783

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
831,319
+1.9%
$307.7M1.5%$403.93
50
2025-Q4
Increased
816,222
+2.4%
$394.7M2.1%$487.48
55
2025-Q2
Increased
796,992
+11.4%
$396.4M2.6%$494.20
59
2025-Q1
Increased
715,551
+4.1%
$268.6M2.1%$376.78
55
2024-Q4
Decreased
687,532
-1.1%
$289.8M2.4%$421.72
0
2024-Q3
Increased
694,975
+4.9%
$299M2.6%$424.04
56
2024-Q2
Increased
662,536
+4.5%
$296.1M3.1%$441.99
59

Other major holders of MSFT: VANGUARD GROUP INC, BlackRock, Inc.

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