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MSFT
Showing 8 of 29 quarters

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

Aptus Capital Advisors, LLC holds 536,754 shares of MSFT (MICROSOFT CORP), worth $198.7M as of 2026-Q1. The position was decreased (-4.4% shares). MSFT represents 1.6% of Aptus Capital Advisors, LLC's portfolio.

Current Value

$198.7M

Current Shares

536,754

Total Value Change

+$57.3M

Total Shares Change

+220,379

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
536,754
-4.4%
$198.7M1.6%$403.93
0
2025-Q4
Increased
561,464
+2.8%
$271.5M1.9%$487.48
50
2025-Q3
Increased
546,457
+1.1%
$283M2.1%$513.64
53
2025-Q2
Increased
540,290
+5.2%
$268.7M2.2%$494.20
56
2025-Q1
Increased
513,628
+7.1%
$192.8M2.0%$376.78
52
2024-Q4
Increased
479,391
+28.8%
$202.1M2.1%$421.72
66
2024-Q3
Increased
372,241
+17.7%
$160.2M2.4%$424.04
61
2024-Q2
Increased
316,375
+18.3%
$141.4M2.5%$441.99
61

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

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