MICROSOFT CORP · CUSIP 594918104 · CIK 1730817
As of 2026-06-30, 180 WEALTH ADVISORS, LLC reported 107.36K MSFT (shares), valued at $40.05M, or 4.02% of its reported non-derivative portfolio. Filed 2026-07-07.
Verify history & sources →Shares decreased 0.70%; reported value increased 0.06%, and weight changed -0.53 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 | 4.02% | 107,359 | SEC filing ↗Filed Jul 7, 2026 |
| Q1 2026 | 4.55% | 108,121 | SEC filing ↗Filed May 1, 2026 |
| Q4 2025 | 5.95% | 108,023 | SEC filing ↗Filed Jan 9, 2026 |
| Q3 2025 | 6.85% | 108,535 | SEC filing ↗Filed Oct 16, 2025 |
| Q2 2025 | 7.34% | 105,863 | SEC filing ↗Filed Jul 31, 2025 |
| Q1 2025 | 6.68% | 111,730 | SEC filing ↗Filed Apr 9, 2025 |
| Q4 2024 | 7.22% | 109,345 | SEC filing ↗Filed Jan 14, 2025 |
| Q3 2024 | 7.44% | 109,868 | SEC filing ↗Filed Nov 1, 2024 |
| Q2 2024 | 8.19% | 110,503 | SEC filing ↗Filed Jul 16, 2024 |
| Q1 2024 | 8.47% | 112,042 | SEC filing ↗Filed Apr 16, 2024 |
| Q4 2023 | 8.32% | 112,065 | SEC filing ↗Filed Jan 25, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 8.32% | 112,065 | $41.56M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 25, 2024 |
| Q1 2024 | 8.47% | 112,042 | $47.14M | Shares decreased 0.02%; reported value increased 13.42%, and weight changed +0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 16, 2024 |
| Q2 2024 | 8.19% | 110,503 | $50.25M | Shares decreased 1.37%; reported value increased 6.59%, and weight changed -0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 16, 2024 |
| Q3 2024 | 7.44% | 109,868 | $47.28M | Shares decreased 0.57%; reported value decreased 5.91%, and weight changed -0.75 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 1, 2024 |
| Q4 2024 | 7.22% | 109,345 | $46.09M | Shares decreased 0.48%; reported value decreased 2.51%, and weight changed -0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 14, 2025 |
| Q1 2025 | 6.68% | 111,730 | $41.94M | Shares increased 2.18%; reported value decreased 9.00%, and weight changed -0.54 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 9, 2025 |
| Q2 2025 | 7.34% | 105,863 | $52.66M | Shares decreased 5.25%; reported value increased 25.55%, and weight changed +0.66 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 31, 2025 |
| Q3 2025 | 6.85% | 108,535 | $56.22M | Shares increased 2.52%; reported value increased 6.76%, and weight changed -0.49 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 16, 2025 |
| Q4 2025 | 5.95% | 108,023 | $52.24M | Shares decreased 0.47%; reported value decreased 7.07%, and weight changed -0.90 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 9, 2026 |
| Q1 2026 | 4.55% | 108,121 | $40.02M | Shares increased 0.09%; reported value decreased 23.39%, and weight changed -1.40 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 1, 2026 |
| Q2 2026 | 4.02% | 107,359 | $40.05M | Shares decreased 0.70%; reported value increased 0.06%, and weight changed -0.53 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 7, 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.