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AE Wealth Management’s Microsoft MSFT Stock Holding History

AE Wealth Management’s Portfolio MSFT Stock Details MSFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$475M Buy
1,284,331
+252,790
+25% +$106M 2.57% 3
2025
Q4 		$499M Buy
1,031,541
+151,592
+17% +$76M 2.86% 3
2025
Q3 		$456M Buy
879,949
+57,967
+7% +$29.6M 2.91% 3
2025
Q2 		$409M Buy
821,982
+3,899
+0.5% +$1.69M 2.99% 2
2025
Q1 		$307M Buy
818,083
+63,271
+8% +$25.8M 2.58% 2
2024
Q4 		$318M Buy
754,812
+76,394
+11% +$32.5M 2.7% 2
2024
Q3 		$292M Buy
678,418
+60,334
+10% +$25.8M 2.65% 2
2024
Q2 		$276M Buy
618,084
+99,869
+19% +$42.2M 2.76% 2
2024
Q1 		$218M Sell
518,215
-607,433
-54% -$246M 2.46% 2
2023
Q4 		$455M Buy
1,125,648
+121,036
+12% +$43.1M 2.32% 2
2023
Q3 		$317M Buy
1,004,612
+68,848
+7% +$22.8M 1.9% 3
2023
Q2 		$319M Buy
935,764
+128,013
+16% +$40.1M 1.92% 5
2023
Q1 		$233M Buy
807,751
+61,643
+8% +$15.7M 1.5% 8
2022
Q4 		$179M Sell
746,108
-15,300
-2% -$3.67M 1.29% 7
2022
Q3 		$177M Buy
761,408
+38,070
+5% +$10.1M 1.41% 6
2022
Q2 		$186M Buy
723,338
+39,471
+6% +$10.7M 1.49% 5
2022
Q1 		$211M Buy
683,867
+103,094
+18% +$31M 1.45% 8
2021
Q4 		$195M Buy
580,773
+31,421
+6% +$10.2M 1.36% 9
2021
Q3 		$155M Buy
549,352
+28,039
+5% +$8.16M 1.28% 10
2021
Q2 		$141M Buy
521,313
+37,669
+8% +$9.57M 1.23% 10
2021
Q1 		$114M Buy
483,644
+32,001
+7% +$7.42M 1.15% 14
2020
Q4 		$100M Buy
451,643
+41,511
+10% +$8.93M 1.14% 14
2020
Q3 		$86.3M Buy
410,132
+1,948
+0.5% +$409K 1.23% 14
2020
Q2 		$83.1M Buy
408,184
+86,320
+27% +$15.7M 1.28% 13
2020
Q1 		$50.8M Buy
321,864
+50,745
+19% +$8.34M 1.17% 12
2019
Q4 		$42.8M Buy
271,119
+25,884
+11% +$3.8M 0.93% 17
2019
Q3 		$34.1M Buy
245,235
+14,565
+6% +$2M 0.99% 18
2019
Q2 		$30.9M Buy
230,670
+78,067
+51% +$9.91M 0.93% 23
2019
Q1 		$18M Buy
152,603
+16,880
+12% +$1.84M 1.25% 12
2018
Q4 		$13.8M Buy
135,723
+1,790
+1% +$192K 2.36% 2
2018
Q3 		$15.3M Buy
133,933
+7,422
+6% +$805K 0.84% 28
2018
Q2 		$12.5M Buy
126,511
+18,008
+17% +$1.75M 0.85% 24
2018
Q1 		$9.9M Buy
108,503
+53,304
+97% +$4.87M 0.76% 26
2017
Q4 		$4.72M Buy
55,199
+3,595
+7% +$295K 0.42% 45
2017
Q3 		$3.84M Buy
51,604
+7,944
+18% +$580K 0.36% 47
2017
Q2 		$3.01M Buy
43,660
+9,840
+29% +$675K 0.36% 59
2017
Q1 		$2.23M Buy
33,820
+11,825
+54% +$758K 0.41% 50
2016
Q4 		$1.37M Buy
+21,995
New +$1.32M 0.55% 40

Other funds holding MSFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AE Wealth Management's MSFT Position: Q1 2026 in Review

AE Wealth Management increased its Microsoft (MSFT) stake by 25% in Q1 2026, buying an estimated $106M and bringing the position to 1,284,331 shares worth $475M. The position accounts for 2.57% of the portfolio, ranked #3.

AE Wealth Management first reported a position in MSFT in Q4 2016 and has held it in 38 quarters since. The position peaked at $499M in Q4 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • AE Wealth Management held 1,284,331 shares of Microsoft worth $475M as of Q1 2026.
  • AE Wealth Management bought 252,790 Microsoft shares in Q1 2026, an estimated $106M.
  • Microsoft made up 2.57% of AE Wealth Management's portfolio in Q1 2026, its #3 holding.
  • AE Wealth Management first reported a position in Microsoft in Q4 2016 and has held it in 38 quarters since.
  • AE Wealth Management's Microsoft position peaked at $499M in Q4 2025.
  • 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.