How many shares of MSFT does AE Wealth Management LLC own?

As of 2026-Q2, AE Wealth Management LLC holds 1.4M shares of MSFT (MICROSOFT CORP).

What is AE Wealth Management LLC's MSFT position worth?

As of 2026-Q2, AE Wealth Management LLC's MSFT position is worth $509.8M.

Is AE Wealth Management LLC buying or selling MSFT?

In 2026-Q2, AE Wealth Management LLC increased their MSFT position (+6.4% change in shares).

When did AE Wealth Management LLC first buy MSFT?

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

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AE Wealth Management LLC

MSFT
30 quarters

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

Current Value

$509.8M

Current Shares

1.4M

Total Value Change

+$491.8M

Total Shares Change

+1.2M

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	1.4M	+6.4%	$509.8M	2.4%	$372.32	57
2026-Q1	Increased	1.3M	+24.5%	$475.4M	2.6%	$368.68	66
2025-Q4	Increased	1M	+17.2%	$498.9M	2.9%	$480.57	63
2025-Q3	Increased	879,949	+7.0%	$455.8M	2.9%	$513.72	57
2025-Q2	Increased	821,982	+0.5%	$408.9M	3.0%	$492.54	54
2025-Q1	Increased	818,083	+8.4%	$307.1M	2.6%	$371.03	58
2024-Q4	Increased	754,812	+11.3%	$318.2M	2.7%	$415.78	59
2024-Q3	Increased	678,418	+9.8%	$291.9M	2.6%	$423.61	58
2024-Q2	Increased	618,084	+19.3%	$276.3M	2.8%	$439.21	62
2024-Q1	Decreased	518,215	-54.0%	$218M	2.5%	$412.69	0
2023-Q4	Increased	1.1M	+12.1%	$454.7M	2.3%	$368.18	60
2023-Q3	Increased	1M	+7.4%	$317.2M	1.9%	$308.52	52
2023-Q2	Increased	935,764	+15.8%	$318.7M	1.9%	$332.04	56
2023-Q1	Increased	807,751	+8.3%	$232.9M	1.5%	$280.49	52
2022-Q4	Decreased	746,108	-2.0%	$178.9M	1.3%	$232.74	0
2022-Q3	Increased	761,408	+5.3%	$177.3M	1.4%	$225.39	51
2022-Q2	Increased	723,338	+5.8%	$185.8M	1.5%	$248.02	51
2022-Q1	Increased	683,867	+17.8%	$210.8M	1.4%	$297.05	56
2021-Q4	Increased	580,773	+5.7%	$195.3M	1.4%	$323.37	51
2021-Q3	Increased	549,352	+5.4%	$154.9M	1.3%	$270.57	50
2021-Q2	Increased	521,313	+7.8%	$141.2M	1.2%	$259.49	51
2021-Q1	Increased	483,644	+7.1%	$114M	1.2%	$225.32	51
2020-Q4	Increased	451,643	+10.1%	$100.5M	1.1%	$212.08	52
2020-Q3	Increased	410,132	+0.5%	$86.3M	1.2%	$200.02	47
2020-Q2	Increased	408,184	+26.8%	$83.1M	1.3%	$193.07	58
2020-Q1	Increased	321,864	+18.7%	$50.8M	1.2%	$149.21	54
2019-Q4	Increased	271,119	+10.6%	$42.8M	0.9%	$148.79	45
2019-Q3	Increased	245,235	+6.3%	$34.1M	1.0%	$130.73	43
2019-Q2	Increased	230,670	+51.2%	$30.9M	0.9%	$125.54	57
2019-Q1	New	152,603	-	$18M	1.3%	$110.12	65

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

MSFT30 quarters

MSFT
30 quarters