MICROSOFT CORP · CUSIP 594918104 · CIK 1729673
As of 2026-06-30, DDD Partners, LLC reported 1.14M MSFT (shares), valued at $424.07M, or 26.52% of its reported non-derivative portfolio. Filed 2026-08-05.
Verify history & sources →Shares decreased 1.38%; reported value decreased 0.62%, and weight changed -3.08 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 | 26.52% | 1,136,862 | SEC filing ↗Filed Aug 5, 2026 |
| Q1 2026 | 29.60% | 1,152,737 | SEC filing ↗Filed Apr 28, 2026 |
| Q4 2025 | 35.36% | 1,148,952 | SEC filing ↗Filed Jan 22, 2026 |
| Q3 2025 | 37.63% | 1,143,636 | SEC filing ↗Filed Nov 6, 2025 |
| Q2 2025 | 9.70% | 181,925 | SEC filing ↗Filed Jul 31, 2025 |
| Q1 2025 | 6.19% | 135,778 | SEC filing ↗Filed May 2, 2025 |
| Q4 2024 | 7.05% | 136,086 | SEC filing ↗Filed Jan 31, 2025 |
| Q3 2024 | 6.97% | 149,237 | SEC filing ↗Filed Nov 12, 2024 |
| Q2 2024 | 8.79% | 169,619 | SEC filing ↗Filed Aug 1, 2024 |
| Q1 2024 | 6.35% | 123,559 | SEC filing ↗Filed May 9, 2024 |
| Q4 2023 | 5.32% | 105,206 | SEC filing ↗Filed Jan 18, 2024 |
| Q3 2023 | 5.05% | 105,717 | SEC filing ↗Filed Oct 18, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 5.05% | 105,717 | $35.01M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 18, 2023 |
| Q4 2023 | 5.32% | 105,206 | $39.56M | Shares decreased 0.48%; reported value increased 13.00%, and weight changed +0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 18, 2024 |
| Q1 2024 | 6.35% | 123,559 | $51.98M | Shares increased 17.44%; reported value increased 31.40%, and weight changed +1.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 9, 2024 |
| Q2 2024 | 8.79% | 169,619 | $75.81M | Shares increased 37.28%; reported value increased 45.84%, and weight changed +2.44 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 1, 2024 |
| Q3 2024 | 6.97% | 149,237 | $64.22M | Shares decreased 12.02%; reported value decreased 15.29%, and weight changed -1.82 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2024 |
| Q4 2024 | 7.05% | 136,086 | $57.36M | Shares decreased 8.81%; reported value decreased 10.68%, and weight changed +0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 31, 2025 |
| Q1 2025 | 6.19% | 135,778 | $50.97M | Shares decreased 0.23%; reported value decreased 11.14%, and weight changed -0.86 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 2, 2025 |
| Q2 2025 | 9.70% | 181,925 | $90.49M | Shares increased 33.99%; reported value increased 77.54%, and weight changed +3.51 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 31, 2025 |
| Q3 2025 | 37.63% | 1,143,636 | $592.35M | Shares increased 528.63%; reported value increased 554.59%, and weight changed +27.93 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 6, 2025 |
| Q4 2025 | 35.36% | 1,148,952 | $555.66M | Shares increased 0.46%; reported value decreased 6.19%, and weight changed -2.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 22, 2026 |
| Q1 2026 | 29.60% | 1,152,737 | $426.71M | Shares increased 0.33%; reported value decreased 23.21%, and weight changed -5.76 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 28, 2026 |
| Q2 2026 | 26.52% | 1,136,862 | $424.07M | Shares decreased 1.38%; reported value decreased 0.62%, and weight changed -3.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 5, 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.