MICROSOFT CORP · CUSIP 594918104 · CIK 1423296
As of 2026-06-30, Zuckerman Investment Group, LLC reported 95.71K MSFT (shares), valued at $35.70M, or 3.02% of its reported non-derivative portfolio. Filed 2026-08-14.
Verify history & sources →Shares increased 14.65%; reported value increased 15.53%, and weight changed +0.12 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 | 3.02% | 95,711 | SEC filing ↗Filed Aug 14, 2026 |
| Q1 2026 | 2.90% | 83,482 | SEC filing ↗Filed May 15, 2026 |
| Q4 2025 | 2.98% | 69,008 | SEC filing ↗Filed Feb 13, 2026 |
| Q3 2025 | 3.22% | 67,245 | SEC filing ↗Filed Nov 13, 2025 |
| Q2 2025 | 3.29% | 68,290 | SEC filing ↗Filed Aug 15, 2025 |
| Q1 2025 | 2.64% | 65,604 | SEC filing ↗Filed May 14, 2025 |
| Q4 2024 | 2.58% | 65,418 | SEC filing ↗Filed Feb 13, 2025 |
| Q3 2024 | 2.87% | 64,953 | SEC filing ↗Filed Nov 13, 2024 |
| Q2 2024 | 3.35% | 64,911 | SEC filing ↗Filed Aug 12, 2024 |
| Q1 2024 | 3.09% | 64,720 | SEC filing ↗Filed May 15, 2024 |
| Q4 2023 | 3.08% | 63,365 | SEC filing ↗Filed Feb 14, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 3.08% | 63,365 | $23.83M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Feb 14, 2024 |
| Q1 2024 | 3.09% | 64,720 | $27.23M | Shares increased 2.14%; reported value increased 14.27%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2024 |
| Q2 2024 | 3.35% | 64,911 | $29.01M | Shares increased 0.30%; reported value increased 6.55%, and weight changed +0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 2024 |
| Q3 2024 | 2.87% | 64,953 | $27.95M | Shares increased 0.06%; reported value decreased 3.66%, and weight changed -0.48 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2024 |
| Q4 2024 | 2.58% | 65,418 | $26.88M | Shares increased 0.72%; reported value decreased 3.82%, and weight changed -0.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2025 |
| Q1 2025 | 2.64% | 65,604 | $24.63M | Shares increased 0.28%; reported value decreased 8.39%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2025 |
| Q2 2025 | 3.29% | 68,290 | $33.97M | Shares increased 4.09%; reported value increased 37.93%, and weight changed +0.65 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 15, 2025 |
| Q3 2025 | 3.22% | 67,245 | $34.83M | Shares decreased 1.53%; reported value increased 2.53%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2025 |
| Q4 2025 | 2.98% | 69,008 | $33.37M | Shares increased 2.62%; reported value decreased 4.18%, and weight changed -0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2026 |
| Q1 2026 | 2.90% | 83,482 | $30.90M | Shares increased 20.97%; reported value decreased 7.40%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2026 |
| Q2 2026 | 3.02% | 95,711 | $35.70M | Shares increased 14.65%; reported value increased 15.53%, and weight changed +0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2026 |
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