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
2021 Q3	–	Sell	-200	Closed	-$1K	–	1691
2021 Q2	$1K	Buy	+200	New	+$50.8K	﹤0.01%	1571

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AE Wealth Management's MSFT Position: Q2 2026 in Review

AE Wealth Management increased its Microsoft (MSFT) stake by 6.4% in Q2 2026, buying an estimated $33.3M and bringing the position to 1,366,663 shares worth $510M. The position accounts for 2.38% of the portfolio, ranked #3.

AE Wealth Management first reported a position in MSFT in Q4 2016 and has held it in 39 quarters since. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

AE Wealth Management held 1,366,663 shares of Microsoft worth $510M as of Q2 2026.
AE Wealth Management bought 82,332 Microsoft shares in Q2 2026, an estimated $33.3M.
Microsoft made up 2.38% of AE Wealth Management's portfolio in Q2 2026, its #3 holding.
AE Wealth Management first reported a position in Microsoft in Q4 2016 and has held it in 39 quarters since.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.