MICROSOFT CORP · CUSIP 594918104 · CIK 1475365
As of 2026-06-30, Sumitomo Mitsui Trust Group, Inc. reported 17.49M MSFT (shares), valued at $6.52B, or 3.73% of its reported non-derivative portfolio. Filed 2026-07-30.
Verify history & sources →Shares decreased 1.13%; reported value decreased 0.37%, and weight changed -0.51 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 | 3.73% | 17,488,121 | SEC filing ↗Filed Jul 30, 2026Combination report |
| Q1 2026 | 4.24% | 17,687,515 | SEC filing ↗Filed Apr 30, 2026Combination report |
| Q4 2025 | 5.29% | 18,621,473 | SEC filing ↗Filed Jan 23, 2026Combination report |
| Q3 2025 | 5.70% | 19,118,341 | SEC filing ↗Filed Oct 27, 2025Combination report |
| Q2 2025 | 5.86% | 18,893,434 | SEC filing ↗Filed Jul 31, 2025Combination report |
| Q1 2025 | 4.91% | 18,491,343 | SEC filing ↗Filed Apr 25, 2025Combination report |
| Q4 2024 | 5.21% | 18,314,488 | SEC filing ↗Filed Jan 28, 2025Combination report |
| Q3 2024 | 5.48% | 18,388,106 | SEC filing ↗Filed Nov 5, 2024Combination report |
| Q2 2024 | 5.98% | 18,136,698 | SEC filing ↗Filed Jul 19, 2024Combination report |
| Q1 2024 | 5.59% | 19,337,714 | SEC filing ↗Filed Apr 19, 2024Combination report |
| Q4 2023 | 5.40% | 19,423,121 | SEC filing ↗Filed Jan 30, 2024Combination report |
| Q3 2023 | 5.09% | 19,627,515 | SEC filing ↗Filed Oct 30, 2023Combination report |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 5.09% | 19,627,515 | $6.20B | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 30, 2023 |
| Q4 2023 | 5.40% | 19,423,121 | $7.30B | Shares decreased 1.04%; reported value increased 17.85%, and weight changed +0.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 30, 2024 |
| Q1 2024 | 5.59% | 19,337,714 | $8.14B | Shares decreased 0.44%; reported value increased 11.39%, and weight changed +0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 19, 2024 |
| Q2 2024 | 5.98% | 18,136,698 | $8.11B | Shares decreased 6.21%; reported value decreased 0.36%, and weight changed +0.39 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 19, 2024 |
| Q3 2024 | 5.48% | 18,388,106 | $7.91B | Shares increased 1.39%; reported value decreased 2.39%, and weight changed -0.50 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 5, 2024 |
| Q4 2024 | 5.21% | 18,314,488 | $7.72B | Shares decreased 0.40%; reported value decreased 2.44%, and weight changed -0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 28, 2025 |
| Q1 2025 | 4.91% | 18,491,343 | $6.94B | Shares increased 0.97%; reported value decreased 10.08%, and weight changed -0.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 25, 2025 |
| Q2 2025 | 5.86% | 18,893,434 | $9.40B | Shares increased 2.17%; reported value increased 35.39%, and weight changed +0.95 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 31, 2025 |
| Q3 2025 | 5.70% | 19,118,341 | $9.90B | Shares increased 1.19%; reported value increased 5.37%, and weight changed -0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 27, 2025 |
| Q4 2025 | 5.29% | 18,621,473 | $9.01B | Shares decreased 2.60%; reported value decreased 9.05%, and weight changed -0.41 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 23, 2026 |
| Q1 2026 | 4.24% | 17,687,515 | $6.55B | Shares decreased 5.02%; reported value decreased 27.30%, and weight changed -1.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 30, 2026 |
| Q2 2026 | 3.73% | 17,488,121 | $6.52B | Shares decreased 1.13%; reported value decreased 0.37%, and weight changed -0.51 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 30, 2026 |
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