Microsoft Corporation shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Microsoft Corporation (MSFT) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Microsoft Corporation
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Quarterly reported holdings in Microsoft Corporation by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $396M | 797k | 497.41 |
| 2025-03-31 | $269M | 716k | 375.39 |
| 2024-12-31 | $290M | 688k | 421.50 |
| 2024-09-30 | $299M | 695k | 430.30 |
| 2024-06-30 | $296M | 663k | 446.95 |
| 2024-03-31 | $267M | 634k | 420.72 |
| 2023-12-31 | $236M | 627k | 376.04 |
| 2023-09-30 | $195M | 618k | 315.75 |
| 2023-06-30 | $205M | 50k | 4095.86 |
| 2023-03-31 | $250k | 447 | 559.69 |
| 2022-12-31 | $137M | 569k | 239.82 |
| 2022-09-30 | $128M | 550k | 232.90 |
| 2022-06-30 | $125M | 485k | 256.83 |
| 2022-03-31 | $144M | 466k | 308.31 |
| 2021-12-31 | $146M | 435k | 336.32 |
| 2021-09-30 | $113M | 115k | 986.27 |
| 2021-06-30 | $110M | 406k | 270.90 |
| 2021-03-31 | $90M | 380k | 235.77 |
| 2020-12-31 | $69M | 310k | 222.42 |
| 2020-09-30 | $62M | 293k | 210.33 |
| 2020-06-30 | $63M | 307k | 203.51 |
| 2020-03-31 | $50M | 318k | 157.71 |
| 2019-12-31 | $50M | 317k | 157.70 |
| 2019-09-30 | $43M | 308k | 139.03 |
| 2019-06-30 | $41M | 305k | 133.96 |
| 2019-03-31 | $33M | 283k | 117.94 |
| 2018-12-31 | $28M | 279k | 101.57 |
| 2018-09-30 | $32M | 276k | 114.37 |
| 2018-06-30 | $26M | 267k | 98.61 |
| 2018-03-31 | $24M | 259k | 91.27 |
| 2017-12-31 | $2.5M | 29k | 85.53 |
| 2017-09-30 | $2.1M | 28k | 74.48 |
| 2017-06-30 | $2.0M | 28k | 68.94 |
| 2017-03-31 | $1.2M | 19k | 65.85 |
| 2016-12-31 | $1.2M | 20k | 59.42 |
| 2016-09-30 | $1.1M | 19k | 57.59 |
| 2016-06-30 | $851k | 17k | 51.16 |
| 2016-03-31 | $1.3M | 23k | 55.21 |
| 2015-12-31 | $1.2M | 21k | 55.49 |
| 2015-09-30 | $542k | 12k | 44.25 |
| 2015-06-30 | $601k | 14k | 44.15 |
| 2015-03-31 | $506k | 13k | 40.65 |
| 2014-12-31 | $491k | 11k | 46.46 |
| 2014-09-30 | $565k | 12k | 46.37 |
| 2014-06-30 | $462k | 11k | 41.73 |
| 2014-03-31 | $524k | 13k | 40.99 |
| 2013-12-31 | $299k | 8.0k | 37.42 |
| 2013-09-30 | $285k | 8.6k | 33.31 |
| 2013-06-30 | $352k | 10k | 34.58 |
| 2013-03-31 | $245k | 8.5k | 28.66 |
| 2012-09-30 | $648k | 22k | 29.74 |
| 2012-06-30 | $441k | 14k | 30.56 |
| 2012-03-31 | $565k | 18k | 32.25 |
| 2011-12-31 | $614k | 24k | 25.97 |