MICROSOFT CORP · CUSIP 594918104 · CIK 1650150
As of 2026-06-30, Lido Advisors, LLC reported 2.00M MSFT (shares), valued at $747.89M, or 2.67% of its reported non-derivative portfolio. Filed 2026-08-07.
Verify history & sources →Shares increased 4.59%; reported value increased 5.39%, and weight changed -0.11 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 | 2.67% | 2,004,948 | SEC filing ↗Filed Aug 7, 2026 |
| Q1 2026 | 2.78% | 1,917,002 | SEC filing ↗Filed May 13, 2026 |
| Q4 2025 | 3.74% | 1,852,654 | SEC filing ↗Filed Feb 10, 2026 |
| Q3 2025 | 3.91% | 1,839,854 | SEC filing ↗Filed Nov 14, 2025 |
| Q2 2025 | 3.79% | 1,450,995 | SEC filing ↗Filed Aug 13, 2025 |
| Q1 2025 | 2.88% | 1,300,199 | SEC filing ↗Filed May 15, 2025 |
| Q4 2024 | 2.88% | 1,093,754 | SEC filing ↗Filed Feb 14, 2025 |
| Q3 2024 | 3.19% | 988,566 | SEC filing ↗Filed Nov 14, 2024 |
| Q2 2024 | 3.27% | 891,125 | SEC filing ↗Filed Aug 15, 2024 |
| Q1 2024 | 3.02% | 802,486 | SEC filing ↗Filed May 15, 2024 |
| Q4 2023 | 2.80% | 748,936 | SEC filing ↗Filed Feb 14, 2024 |
| Q3 2023 | 2.34% | 661,387 | SEC filing ↗Filed Nov 14, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 2.34% | 661,387 | $208.83M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 14, 2023 |
| Q4 2023 | 2.80% | 748,936 | $281.63M | Shares increased 13.24%; reported value increased 34.86%, and weight changed +0.46 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2024 |
| Q1 2024 | 3.02% | 802,486 | $337.62M | Shares increased 7.15%; reported value increased 19.88%, and weight changed +0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2024 |
| Q2 2024 | 3.27% | 891,125 | $398.29M | Shares increased 11.05%; reported value increased 17.97%, and weight changed +0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 15, 2024 |
| Q3 2024 | 3.19% | 988,566 | $425.38M | Shares increased 10.93%; reported value increased 6.80%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2024 |
| Q4 2024 | 2.88% | 1,093,754 | $461.02M | Shares increased 10.64%; reported value increased 8.38%, and weight changed -0.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2025 |
| Q1 2025 | 2.88% | 1,300,199 | $488.08M | Shares increased 18.87%; reported value increased 5.87%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2025 |
| Q2 2025 | 3.79% | 1,450,995 | $721.74M | Shares increased 11.60%; reported value increased 47.87%, and weight changed +0.91 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2025 |
| Q3 2025 | 3.91% | 1,839,854 | $952.96M | Shares increased 26.80%; reported value increased 32.04%, and weight changed +0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2025 |
| Q4 2025 | 3.74% | 1,852,654 | $948.74M | Shares increased 0.70%; reported value decreased 0.44%, and weight changed -0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 10, 2026 |
| Q1 2026 | 2.78% | 1,917,002 | $709.62M | Shares increased 3.47%; reported value decreased 25.20%, and weight changed -0.96 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2026 |
| Q2 2026 | 2.67% | 2,004,948 | $747.89M | Shares increased 4.59%; reported value increased 5.39%, and weight changed -0.11 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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