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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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All positions including Microsoft Corporation held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Microsoft Corporation by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
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 402k 281.92
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