Manager × security

Simmons Bank MSFT holdings history

Who else holds this security? →

MICROSOFT CORP · CUSIP 594918104 · CIK 1674486

This is the oldest quarter open without an account, so changes against the quarter before it are withheld. Sign in to see them.
Citable facts

As of 2026-06-30, Simmons Bank reported 107.01K MSFT (shares), valued at $39.92M, or 2.28% of its reported non-derivative portfolio. Filed 2026-07-31.

Verify history & sources →
Portfolio weight and quantity history
Reported portfolio weight
2.28%
Shares
107.01K
107,007
Reported value
$39.92M
USD

Shares increased 6.66%; reported value increased 7.48%, and weight changed -0.21 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.

QuarterWeightQuantitySource
Q2 20262.28%107,007SEC filing ↗Filed Jul 31, 2026Combination report
Q1 20262.49%100,322SEC filing ↗Filed Apr 23, 2026Combination report
Q4 20253.10%96,004SEC filing ↗Filed Feb 5, 2026Combination report
Q3 20253.39%98,213SEC filing ↗Filed Nov 4, 2025Combination report
Q2 20253.47%97,739SEC filing ↗Filed Aug 6, 2025Combination report
Q1 20252.78%98,074SEC filing ↗Filed Apr 29, 2025Combination report
Q4 20243.06%99,160SEC filing ↗Filed Feb 5, 2025Combination report
Q3 20243.14%100,830SEC filing ↗Filed Nov 5, 2024Combination report
Q2 20243.42%101,378SEC filing ↗Filed Jul 26, 2024Combination report
Q1 20243.26%103,177SEC filing ↗Filed May 14, 2024Combination report
Q4 20233.09%100,785SEC filing ↗Filed Feb 6, 2024Combination report
Q3 20232.84%101,535SEC filing ↗Filed Oct 26, 2023Combination report

History & evidence by quarter

QuarterWeightQuantityValueChange explainedSource
Q3 20232.84%101,535$32.06MThe prior quarter is outside the free window. Sign in for the comparison.SEC filing ↗
Filed Oct 26, 2023
Q4 20233.09%100,785$37.90MShares decreased 0.74%; reported value increased 18.21%, and weight changed +0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Feb 6, 2024
Q1 20243.26%103,177$43.41MShares increased 2.37%; reported value increased 14.54%, and weight changed +0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed May 14, 2024
Q2 20243.42%101,378$45.31MShares decreased 1.74%; reported value increased 4.38%, and weight changed +0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 26, 2024
Q3 20243.14%100,830$43.39MShares decreased 0.54%; reported value decreased 4.25%, and weight changed -0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Nov 5, 2024
Q4 20243.06%99,160$41.80MShares decreased 1.66%; reported value decreased 3.67%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Feb 5, 2025
Q1 20252.78%98,074$36.82MShares decreased 1.10%; reported value decreased 11.92%, and weight changed -0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Apr 29, 2025
Q2 20253.47%97,739$48.62MShares decreased 0.34%; reported value increased 32.05%, and weight changed +0.69 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Aug 6, 2025
Q3 20253.39%98,213$50.87MShares increased 0.48%; reported value increased 4.63%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Nov 4, 2025
Q4 20253.10%96,004$46.43MShares decreased 2.25%; reported value decreased 8.73%, and weight changed -0.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Feb 5, 2026
Q1 20262.49%100,322$37.14MShares increased 4.50%; reported value decreased 20.02%, and weight changed -0.61 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Apr 23, 2026
Q2 20262.28%107,007$39.92MShares increased 6.66%; reported value increased 7.48%, and weight changed -0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Jul 31, 2026
Simmons Bank · MICROSOFT CORP

Take these holdings further.

This page includes 12 of 12 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

  • Download CSV
  • Earlier quarters
  • Advanced screening & filtering
  • API & AI access
Already have an account?

+ New accounts get free API credits to explore data beyond ownership filings.

For AI agents & developers

The initial HTML of this page carries its exact data as script#research-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account.

Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.

MCP  https://api.akkrudata.ai/mcp

get_institutional_portfolio
{"cik":"1674486","quarter":"2026Q2","cusip":"594918104"}

get_institutional_manager_history
{"cik":"1674486","page_size":100}

Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.

MCP endpoint
https://api.akkrudata.ai/mcp
API / MCP documentation
/documents
llms.txt
/llms.txt
Sources, coverage & how to read this data

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.

13F reports quarter-end long positions in securities traded on US exchanges, filed by managers holding at least $100 million of such securities; it is not the manager's full portfolio, not assets under management, and value changes are not returns. Weights use the reported total value as denominator. Option rows show notional value, not premium or net exposure. Amendments are merged into the quarter when Akkru could match them.