MICROSOFT CORP · CUSIP 594918104 · CIK 1739953
As of 2026-06-30, Windsor Advisory Group, LLC reported 3.73K MSFT (shares), valued at $1.39M, or 1.01% of its reported non-derivative portfolio. Filed 2026-08-14.
Verify history & sources →Shares increased 96.21%; reported value increased 97.72%, and weight changed +0.42 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 | 1.01% | 3,728 | SEC filing ↗Filed Aug 14, 2026Combination report |
| Q1 2026 | 0.59% | 1,900 | SEC filing ↗Filed May 15, 2026Combination report |
| Q4 2025 | 0.95% | 2,191 | SEC filing ↗Filed Feb 17, 2026Combination report |
| Q3 2025 | 2.40% | 5,240 | SEC filing ↗Filed Nov 14, 2025Combination report |
| Q2 2025 | 1.50% | 2,122 | SEC filing ↗Filed Aug 14, 2025Combination report |
| Q1 2025 | 0.99% | 2,031 | SEC filing ↗Filed May 15, 2025Combination report |
| Q4 2024 | 1.00% | 2,046 | SEC filing ↗Filed Feb 14, 2025Combination report |
| Q3 2024 | 1.24% | 2,553 | SEC filing ↗Filed Nov 14, 2024Combination report |
| Q2 2024 | 2.98% | 3,327 | SEC filing ↗Filed Aug 14, 2024Combination report |
| Q1 2024 | 2.84% | 2,397 | SEC filing ↗Filed May 9, 2024Combination report |
| Q4 2023 | 2.61% | 2,330 | SEC filing ↗Filed Jan 22, 2024Combination report |
| Q3 2023 | 3.48% | 4,634 | SEC filing ↗Filed Oct 31, 2023Combination report |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 3.48% | 4,634 | $1.46M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 31, 2023 |
| Q4 2023 | 2.61% | 2,330 | $876.10K | Shares decreased 49.72%; reported value decreased 40.12%, and weight changed -0.87 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 22, 2024 |
| Q1 2024 | 2.84% | 2,397 | $1.01M | Shares increased 2.88%; reported value increased 15.10%, and weight changed +0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 9, 2024 |
| Q2 2024 | 2.98% | 3,327 | $1.49M | Shares increased 38.80%; reported value increased 47.46%, and weight changed +0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2024 |
| Q3 2024 | 1.24% | 2,553 | $1.10M | Shares decreased 23.26%; reported value decreased 26.12%, and weight changed -1.74 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2024 |
| Q4 2024 | 1.00% | 2,046 | $862.36K | Shares decreased 19.86%; reported value decreased 21.50%, and weight changed -0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2025 |
| Q1 2025 | 0.99% | 2,031 | $762.40K | Shares decreased 0.73%; reported value decreased 11.59%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2025 |
| Q2 2025 | 1.50% | 2,122 | $1.06M | Shares increased 4.48%; reported value increased 38.44%, and weight changed +0.51 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2025 |
| Q3 2025 | 2.40% | 5,240 | $2.71M | Shares increased 146.94%; reported value increased 157.14%, and weight changed +0.90 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2025 |
| Q4 2025 | 0.95% | 2,191 | $1.06M | Shares decreased 58.19%; reported value decreased 60.96%, and weight changed -1.45 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 17, 2026 |
| Q1 2026 | 0.59% | 1,900 | $703.33K | Shares decreased 13.28%; reported value decreased 33.62%, and weight changed -0.36 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2026 |
| Q2 2026 | 1.01% | 3,728 | $1.39M | Shares increased 96.21%; reported value increased 97.72%, and weight changed +0.42 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 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.