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

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.