MICROSOFT CORP · CUSIP 594918104 · CIK 1730479
As of 2026-06-30, Independence Bank of Kentucky reported 83.30K MSFT (shares), valued at $31.07M, or 3.50% of its reported non-derivative portfolio. Filed 2026-07-13.
Verify history & sources →Shares increased 2.97%; reported value increased 3.76%, and weight changed -0.29 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 | 3.50% | 83,304 | SEC filing ↗Filed Jul 13, 2026 |
| Q1 2026 | 3.79% | 80,904 | SEC filing ↗Filed Apr 30, 2026 |
| Q4 2025 | 4.66% | 77,513 | SEC filing ↗Filed Jan 20, 2026 |
| Q3 2025 | 4.96% | 74,441 | SEC filing ↗Filed Oct 9, 2025 |
| Q2 2025 | 5.07% | 71,947 | SEC filing ↗Filed Jul 17, 2025 |
| Q1 2025 | 4.19% | 71,431 | SEC filing ↗Filed Apr 11, 2025 |
| Q4 2024 | 4.38% | 67,569 | SEC filing ↗Filed Jan 24, 2025 |
| Q3 2024 | 4.14% | 44,752 | SEC filing ↗Filed Oct 9, 2024 |
| Q2 2024 | 3.95% | 33,299 | SEC filing ↗Filed Jul 25, 2024 |
| Q1 2024 | 3.59% | 28,534 | SEC filing ↗Filed Apr 16, 2024 |
| Q4 2023 | 3.02% | 22,845 | SEC filing ↗Filed Jan 23, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 3.02% | 22,845 | $8.59M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 23, 2024 |
| Q1 2024 | 3.59% | 28,534 | $12.00M | Shares increased 24.90%; reported value increased 39.74%, and weight changed +0.57 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 16, 2024 |
| Q2 2024 | 3.95% | 33,299 | $14.88M | Shares increased 16.70%; reported value increased 23.98%, and weight changed +0.36 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 25, 2024 |
| Q3 2024 | 4.14% | 44,752 | $19.26M | Shares increased 34.39%; reported value increased 29.39%, and weight changed +0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 9, 2024 |
| Q4 2024 | 4.38% | 67,569 | $28.48M | Shares increased 50.99%; reported value increased 47.90%, and weight changed +0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 24, 2025 |
| Q1 2025 | 4.19% | 71,431 | $26.81M | Shares increased 5.72%; reported value decreased 5.85%, and weight changed -0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 11, 2025 |
| Q2 2025 | 5.07% | 71,947 | $35.79M | Shares increased 0.72%; reported value increased 33.46%, and weight changed +0.88 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 17, 2025 |
| Q3 2025 | 4.96% | 74,441 | $38.56M | Shares increased 3.47%; reported value increased 7.74%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 9, 2025 |
| Q4 2025 | 4.66% | 77,513 | $37.49M | Shares increased 4.13%; reported value decreased 2.77%, and weight changed -0.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 20, 2026 |
| Q1 2026 | 3.79% | 80,904 | $29.95M | Shares increased 4.37%; reported value decreased 20.11%, and weight changed -0.87 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 30, 2026 |
| Q2 2026 | 3.50% | 83,304 | $31.07M | Shares increased 2.97%; reported value increased 3.76%, and weight changed -0.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 13, 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.