MICROSOFT CORP · CUSIP 594918104 · CIK 1360798
As of 2026-06-30, BRIGHTON JONES LLC reported 844.80K MSFT (shares), valued at $315.13M, or 5.86% of its reported non-derivative portfolio. Filed 2026-08-11.
Verify history & sources →Shares increased 0.18%; reported value increased 0.95%, and weight changed -1.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 5.86% | 844,803 | SEC filing ↗Filed Aug 11, 2026 |
| Q1 2026 | 6.89% | 843,324 | SEC filing ↗Filed Aug 7, 2026Amended |
| Q4 2025 | 13.16% | 737,853 | SEC filing ↗Filed Jan 27, 2026 |
| Q3 2025 | 8.83% | 710,647 | SEC filing ↗Filed Oct 14, 2025 |
| Q2 2025 | 9.82% | 728,693 | SEC filing ↗Filed Jul 31, 2025 |
| Q1 2025 | 9.50% | 788,622 | SEC filing ↗Filed Apr 17, 2025 |
| Q4 2024 | 12.67% | 1,040,807 | SEC filing ↗Filed Jan 21, 2025Amended |
| Q3 2024 | 10.48% | 647,548 | SEC filing ↗Filed Oct 22, 2024Amended |
| Q2 2024 | 13.47% | 912,235 | SEC filing ↗Filed Aug 12, 2024Amended |
| Q1 2024 | 13.36% | 880,471 | SEC filing ↗Filed May 9, 2024 |
| Q4 2023 | 11.37% | 717,234 | SEC filing ↗Filed Feb 5, 2024 |
| Q3 2023 | 11.19% | 698,968 | SEC filing ↗Filed Oct 26, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 11.19% | 698,968 | $220.70M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 26, 2023 |
| Q4 2023 | 11.37% | 717,234 | $269.71M | Shares increased 2.61%; reported value increased 22.21%, and weight changed +0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 5, 2024 |
| Q1 2024 | 13.36% | 880,471 | $370.43M | Shares increased 22.76%; reported value increased 37.35%, and weight changed +1.99 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 9, 2024 |
| Q2 2024 | 13.47% | 912,235 | $407.72M | Shares increased 3.61%; reported value increased 10.07%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 2024 |
| Q3 2024 | 10.48% | 647,548 | $278.64M | Shares decreased 29.02%; reported value decreased 31.66%, and weight changed -2.99 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 22, 2024 |
| Q4 2024 | 12.67% | 1,040,807 | $438.70M | Shares increased 60.73%; reported value increased 57.44%, and weight changed +2.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 21, 2025 |
| Q1 2025 | 9.50% | 788,622 | $296.04M | Shares decreased 24.23%; reported value decreased 32.52%, and weight changed -3.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 17, 2025 |
| Q2 2025 | 9.82% | 728,693 | $362.46M | Shares decreased 7.60%; reported value increased 22.44%, and weight changed +0.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 31, 2025 |
| Q3 2025 | 8.83% | 710,647 | $368.08M | Shares decreased 2.48%; reported value increased 1.55%, and weight changed -0.99 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 14, 2025 |
| Q4 2025 | 13.16% | 737,853 | $356.84M | Shares increased 3.83%; reported value decreased 3.05%, and weight changed +4.33 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 27, 2026 |
| Q1 2026 | 6.89% | 843,324 | $312.17M | Shares increased 14.29%; reported value decreased 12.52%, and weight changed -6.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 7, 2026 |
| Q2 2026 | 5.86% | 844,803 | $315.13M | Shares increased 0.18%; reported value increased 0.95%, and weight changed -1.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 11, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.