How many shares of MSFT does Aptus Capital Advisors, LLC own?

As of 2026-Q2, Aptus Capital Advisors, LLC holds 546,081 shares of MSFT (MICROSOFT CORP).

What is Aptus Capital Advisors, LLC's MSFT position worth?

As of 2026-Q2, Aptus Capital Advisors, LLC's MSFT position is worth $203.7M.

Is Aptus Capital Advisors, LLC buying or selling MSFT?

In 2026-Q2, Aptus Capital Advisors, LLC increased their MSFT position (+1.7% change in shares).

When did Aptus Capital Advisors, LLC first buy MSFT?

Based on available 13F filings, Aptus Capital Advisors, LLC first reported a position in MSFT in 2019-Q1. They have held the position across 30 quarters.

Back to

Aptus Capital Advisors, LLC

MSFT
30 quarters

Position history for Aptus Capital Advisors, LLC's holdings in MICROSOFT CORP

Current Value

$203.7M

Current Shares

546,081

Total Value Change

+$201.7M

Total Shares Change

+529,006

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	546,081	+1.7%	$203.7M	1.4%	$372.32	49
2026-Q1	Decreased	536,754	-4.4%	$198.7M	1.6%	$368.68	0
2025-Q4	Increased	561,464	+2.8%	$271.5M	1.9%	$480.57	50
2025-Q3	Increased	546,457	+1.1%	$283M	2.1%	$513.72	53
2025-Q2	Increased	540,290	+5.2%	$268.7M	2.2%	$492.54	56
2025-Q1	Increased	513,628	+7.1%	$192.8M	2.0%	$371.03	52
2024-Q4	Increased	479,391	+28.8%	$202.1M	2.1%	$415.78	66
2024-Q3	Increased	372,241	+17.7%	$160.2M	2.4%	$423.61	61
2024-Q2	Increased	316,375	+18.3%	$141.4M	2.5%	$439.21	61
2024-Q1	Increased	267,356	+13.5%	$112.5M	2.1%	$412.69	58
2023-Q4	Decreased	235,537	-7.4%	$88.6M	2.4%	$368.18	0
2023-Q3	Increased	254,360	+4.5%	$80.3M	2.2%	$308.52	53
2023-Q2	Decreased	243,338	-6.4%	$82.9M	2.0%	$332.04	0
2023-Q1	Increased	259,976	+3.8%	$75M	2.0%	$280.49	53
2022-Q4	Increased	250,410	+4.7%	$60.1M	1.8%	$232.74	49
2022-Q3	Increased	239,105	+8.9%	$55.7M	1.3%	$225.39	51
2022-Q2	Increased	219,610	+8.9%	$56.4M	1.5%	$248.02	51
2022-Q1	Increased	201,621	+30.9%	$62.2M	1.5%	$297.05	59
2021-Q4	Increased	153,974	+14.6%	$51.8M	1.6%	$323.37	53
2021-Q3	Increased	134,353	+14.1%	$37.9M	1.0%	$270.57	47
2021-Q2	Increased	117,771	+10.1%	$31.9M	0.9%	$259.49	45
2021-Q1	Decreased	106,946	-2.7%	$25.2M	0.9%	$225.32	0
2020-Q4	Increased	109,929	+10.9%	$24.4M	1.1%	$212.08	50
2020-Q3	Increased	99,115	+1.9%	$20.8M	1.1%	$200.02	46
2020-Q2	Increased	97,228	+55.3%	$19.8M	1.2%	$193.07	63
2020-Q1	Increased	62,595	+101.9%	$9.9M	0.9%	$149.21	63
2019-Q4	Increased	31,001	+137.4%	$4.9M	0.3%	$148.79	52
2019-Q3	Decreased	13,059	-11.0%	$1.8M	0.1%	$130.73	0
2019-Q2	Decreased	14,675	-14.1%	$2M	0.3%	$125.54	0
2019-Q1	New	17,075	-	$2M	0.3%	$110.12	43

Other major holders of MSFT: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, BlackRock, Inc.

MSFT30 quarters

MSFT
30 quarters