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MSFT
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Position history for AE Wealth Management LLC's holdings in MICROSOFT CORP

AE Wealth Management LLC holds 1.3M shares of MSFT (MICROSOFT CORP), worth $475.4M as of 2026-Q1. The position was increased (+24.5% shares). MSFT represents 2.6% of AE Wealth Management LLC's portfolio.

Current Value

$475.4M

Current Shares

1.3M

Total Value Change

+$199.2M

Total Shares Change

+666,247

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
1.3M
+24.5%
$475.4M2.6%$403.93
66
2025-Q4
Increased
1M
+17.2%
$498.9M2.9%$487.48
63
2025-Q3
Increased
879,949
+7.0%
$455.8M2.9%$513.64
57
2025-Q2
Increased
821,982
+0.5%
$408.9M3.0%$494.20
54
2025-Q1
Increased
818,083
+8.4%
$307.1M2.6%$376.78
58
2024-Q4
Increased
754,812
+11.3%
$318.2M2.7%$421.72
59
2024-Q3
Increased
678,418
+9.8%
$291.9M2.6%$424.04
58
2024-Q2
Increased
618,084
+19.3%
$276.3M2.8%$441.99
62

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

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