MICROSOFT CORP · CUSIP 594918104 · CIK 1689144
As of 2026-06-30, Legacy Bridge, LLC reported 9.12K MSFT (shares), valued at $3.40M, or 1.05% of its reported non-derivative portfolio. Filed 2026-08-13.
Verify history & sources →Shares decreased 0.08%; reported value increased 0.69%, and weight changed -0.24 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 | 1.05% | 9,117 | SEC filing ↗Filed Aug 13, 2026 |
| Q1 2026 | 1.29% | 9,124 | SEC filing ↗Filed May 14, 2026 |
| Q4 2025 | 1.73% | 8,789 | SEC filing ↗Filed Jan 23, 2026 |
| Q3 2025 | 1.77% | 8,233 | SEC filing ↗Filed Nov 12, 2025 |
| Q2 2025 | 1.87% | 7,920 | SEC filing ↗Filed Aug 6, 2025 |
| Q1 2025 | 1.66% | 7,930 | SEC filing ↗Filed May 8, 2025 |
| Q4 2024 | 1.75% | 7,951 | SEC filing ↗Filed Jan 22, 2025 |
| Q3 2024 | 1.84% | 7,951 | SEC filing ↗Filed Nov 7, 2024 |
| Q2 2024 | 2.27% | 8,632 | SEC filing ↗Filed Aug 6, 2024 |
| Q1 2024 | 2.15% | 8,750 | SEC filing ↗Filed Apr 25, 2024 |
| Q4 2023 | 2.13% | 8,754 | SEC filing ↗Filed Jan 17, 2024 |
| Q3 2023 | 2.03% | 9,040 | SEC filing ↗Filed Oct 11, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 2.03% | 9,040 | $2.85M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 11, 2023 |
| Q4 2023 | 2.13% | 8,754 | $3.29M | Shares decreased 3.16%; reported value increased 15.33%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 17, 2024 |
| Q1 2024 | 2.15% | 8,750 | $3.68M | Shares decreased 0.05%; reported value increased 11.83%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 25, 2024 |
| Q2 2024 | 2.27% | 8,632 | $3.86M | Shares decreased 1.35%; reported value increased 4.80%, and weight changed +0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 6, 2024 |
| Q3 2024 | 1.84% | 7,951 | $3.42M | Shares decreased 7.89%; reported value decreased 11.32%, and weight changed -0.43 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 7, 2024 |
| Q4 2024 | 1.75% | 7,951 | $3.35M | Shares unchanged; reported value decreased 2.05%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 22, 2025 |
| Q1 2025 | 1.66% | 7,930 | $2.98M | Shares decreased 0.26%; reported value decreased 11.17%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 8, 2025 |
| Q2 2025 | 1.87% | 7,920 | $3.94M | Shares decreased 0.13%; reported value increased 32.34%, and weight changed +0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 6, 2025 |
| Q3 2025 | 1.77% | 8,233 | $4.26M | Shares increased 3.95%; reported value increased 8.24%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2025 |
| Q4 2025 | 1.73% | 8,789 | $4.25M | Shares increased 6.75%; reported value decreased 0.32%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 23, 2026 |
| Q1 2026 | 1.29% | 9,124 | $3.38M | Shares increased 3.81%; reported value decreased 20.54%, and weight changed -0.44 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2026 |
| Q2 2026 | 1.05% | 9,117 | $3.40M | Shares decreased 0.08%; reported value increased 0.69%, and weight changed -0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2026 |
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.
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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.