Ownership history in AE Wealth Management LLC · 38 quarters on record
This page tracks every 13F SEC filing in which AE Wealth Management LLC reported a position in MICROSOFT CORP (MSFT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 1,031,541 | +151,592 | +17.2% | 2.86% | $498.9M | $482.52 |
| 2025 Q3 | ADDED | 879,949 | +57,967 | +7.1% | 2.91% | $455.8M | $515.81 |
| 2025 Q2 | ADDED | 821,982 | +3,899 | +0.5% | 2.99% | $408.9M | $494.54 |
| 2025 Q1 | ADDED | 818,083 | +63,271 | +8.4% | 2.58% | $307.1M | $372.54 |
| 2024 Q4 | ADDED | 754,812 | +76,394 | +11.3% | 2.70% | $318.2M | $417.46 |
| 2024 Q3 | ADDED | 678,418 | +60,334 | +9.8% | 2.65% | $291.9M | $425.32 |
| 2024 Q2 | ADDED | 618,084 | +99,869 | +19.3% | 2.76% | $276.3M | $440.99 |
| 2024 Q1 | REDUCED | 518,215 | -607,433 | -54.0% | 2.46% | $218.0M | $414.36 |
| 2023 Q4 | ADDED | 1,125,648 | +121,036 | +12.0% | 2.32% | $454.7M | $369.67 |
| 2023 Q3 | ADDED | 1,004,612 | +68,848 | +7.4% | 1.90% | $317.2M | $309.77 |
As of 2025 Q4 — sorted by position size