MICROSOFT CORP · CUSIP 594918104 · CIK 1739485
As of 2026-06-30, LifePlan Financial, LLC reported 6.51K MSFT (shares), valued at $2.43M, or 1.70% of its reported non-derivative portfolio. Filed 2026-07-21.
Verify history & sources →Shares increased 6.88%; reported value increased 7.71%, and weight changed +0.03 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 | 1.70% | 6,506 | SEC filing ↗Filed Jul 21, 2026 |
| Q1 2026 | 1.67% | 6,087 | SEC filing ↗Filed Apr 14, 2026 |
| Q4 2025 | 1.98% | 5,344 | SEC filing ↗Filed Jan 20, 2026 |
| Q3 2025 | 2.24% | 5,463 | SEC filing ↗Filed Nov 13, 2025 |
| Q2 2025 | 2.32% | 5,632 | SEC filing ↗Filed Jul 9, 2025 |
| Q1 2025 | 1.80% | 5,494 | SEC filing ↗Filed Apr 25, 2025 |
| Q4 2024 | 1.93% | 5,177 | SEC filing ↗Filed Jan 17, 2025 |
| Q3 2024 | 1.91% | 5,179 | SEC filing ↗Filed Oct 4, 2024 |
| Q2 2024 | 2.09% | 5,079 | SEC filing ↗Filed Jul 30, 2024 |
| Q1 2024 | 2.02% | 5,232 | SEC filing ↗Filed Apr 30, 2024 |
| Q4 2023 | 1.98% | 5,256 | SEC filing ↗Filed Jan 30, 2024 |
| Q3 2023 | Not reported | Not reported | No filing this quarter |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q4 2023 | 1.98% | 5,256 | $1.98M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Jan 30, 2024 |
| Q1 2024 | 2.02% | 5,232 | $2.20M | Shares decreased 0.46%; reported value increased 11.37%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 30, 2024 |
| Q2 2024 | 2.09% | 5,079 | $2.27M | Shares decreased 2.92%; reported value increased 3.13%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 30, 2024 |
| Q3 2024 | 1.91% | 5,179 | $2.23M | Shares increased 1.97%; reported value decreased 1.83%, and weight changed -0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 4, 2024 |
| Q4 2024 | 1.93% | 5,177 | $2.18M | Shares decreased 0.04%; reported value decreased 2.08%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 17, 2025 |
| Q1 2025 | 1.80% | 5,494 | $2.06M | Shares increased 6.12%; reported value decreased 5.49%, and weight changed -0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 25, 2025 |
| Q2 2025 | 2.32% | 5,632 | $2.80M | Shares increased 2.51%; reported value increased 35.83%, and weight changed +0.52 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 9, 2025 |
| Q3 2025 | 2.24% | 5,463 | $2.83M | Shares decreased 3.00%; reported value increased 1.00%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2025 |
| Q4 2025 | 1.98% | 5,344 | $2.58M | Shares decreased 2.18%; reported value decreased 8.66%, and weight changed -0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 20, 2026 |
| Q1 2026 | 1.67% | 6,087 | $2.25M | Shares increased 13.90%; reported value decreased 12.82%, and weight changed -0.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 14, 2026 |
| Q2 2026 | 1.70% | 6,506 | $2.43M | Shares increased 6.88%; reported value increased 7.71%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 21, 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.