MICROSOFT CORP · CUSIP 594918104 · CIK 1569667
As of 2026-06-30, OARSMAN CAPITAL, INC. reported 31.88K MSFT (shares), valued at $11.89M, or 1.26% of its reported non-derivative portfolio. Filed 2026-08-07.
Verify history & sources →Shares increased 3.85%; reported value increased 4.65%, and weight changed -0.15 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 | 1.26% | 31,877 | SEC filing ↗Filed Aug 7, 2026 |
| Q1 2026 | 1.41% | 30,696 | SEC filing ↗Filed Apr 28, 2026 |
| Q4 2025 | 1.88% | 29,953 | SEC filing ↗Filed Feb 13, 2026 |
| Q3 2025 | 2.07% | 28,473 | SEC filing ↗Filed Nov 21, 2025 |
| Q2 2025 | 2.19% | 28,068 | SEC filing ↗Filed Aug 1, 2025 |
| Q1 2025 | 1.87% | 27,759 | SEC filing ↗Filed May 14, 2025 |
| Q4 2024 | 2.05% | 27,828 | SEC filing ↗Filed Feb 13, 2025 |
| Q3 2024 | 2.17% | 27,289 | SEC filing ↗Filed Nov 8, 2024 |
| Q2 2024 | 2.63% | 26,673 | SEC filing ↗Filed Aug 12, 2024 |
| Q1 2024 | 2.60% | 25,826 | SEC filing ↗Filed May 15, 2024 |
| Q4 2023 | 3.16% | 31,681 | SEC filing ↗Filed Feb 16, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 3.16% | 31,681 | $11.91M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Feb 16, 2024 |
| Q1 2024 | 2.60% | 25,826 | $10.87M | Shares decreased 18.48%; reported value decreased 8.80%, and weight changed -0.56 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2024 |
| Q2 2024 | 2.63% | 26,673 | $11.92M | Shares increased 3.28%; reported value increased 9.72%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 2024 |
| Q3 2024 | 2.17% | 27,289 | $11.74M | Shares increased 2.31%; reported value decreased 1.50%, and weight changed -0.46 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 8, 2024 |
| Q4 2024 | 2.05% | 27,828 | $11.73M | Shares increased 1.98%; reported value decreased 0.11%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2025 |
| Q1 2025 | 1.87% | 27,759 | $10.42M | Shares decreased 0.25%; reported value decreased 11.16%, and weight changed -0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2025 |
| Q2 2025 | 2.19% | 28,068 | $13.96M | Shares increased 1.11%; reported value increased 33.98%, and weight changed +0.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 1, 2025 |
| Q3 2025 | 2.07% | 28,473 | $14.75M | Shares increased 1.44%; reported value increased 5.63%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 21, 2025 |
| Q4 2025 | 1.88% | 29,953 | $14.49M | Shares increased 5.20%; reported value decreased 1.77%, and weight changed -0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2026 |
| Q1 2026 | 1.41% | 30,696 | $11.36M | Shares increased 2.48%; reported value decreased 21.56%, and weight changed -0.47 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 28, 2026 |
| Q2 2026 | 1.26% | 31,877 | $11.89M | Shares increased 3.85%; reported value increased 4.65%, and weight changed -0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 7, 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.