MICROSOFT CORP · CUSIP 594918104 · CIK 1760263
As of 2026-06-30, Hamilton Wealth, LLC reported 68.53K MSFT (shares), valued at $25.56M, or 4.68% of its reported non-derivative portfolio. Filed 2026-08-06.
Verify history & sources →Shares increased 0.46%; reported value increased 1.24%, and weight changed -0.24 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 | 4.68% | 68,528 | SEC filing ↗Filed Aug 6, 2026 |
| Q1 2026 | 4.92% | 68,212 | SEC filing ↗Filed Jun 25, 2026Amended |
| Q4 2025 | 5.37% | 58,410 | SEC filing ↗Filed Feb 19, 2026Amended |
| Q3 2025 | 5.98% | 55,371 | SEC filing ↗Filed Nov 14, 2025 |
| Q2 2025 | 6.02% | 54,092 | SEC filing ↗Filed Nov 14, 2025 |
| Q1 2025 | 4.99% | 55,196 | SEC filing ↗Filed Nov 14, 2025 |
| Q4 2024 | 5.51% | 53,917 | SEC filing ↗Filed Nov 14, 2025 |
| Q3 2024 | 5.77% | 54,814 | SEC filing ↗Filed Nov 14, 2024 |
| Q2 2024 | 6.40% | 53,326 | SEC filing ↗Filed Aug 13, 2024 |
| Q1 2024 | 7.16% | 54,555 | SEC filing ↗Filed Jun 10, 2024 |
| Q4 2023 | 6.21% | 52,498 | SEC filing ↗Filed Feb 12, 2024 |
| Q3 2023 | 5.81% | 51,297 | SEC filing ↗Filed Nov 15, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 5.81% | 51,297 | $16.20M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 15, 2023 |
| Q4 2023 | 6.21% | 52,498 | $19.74M | Shares increased 2.34%; reported value increased 21.88%, and weight changed +0.40 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 12, 2024 |
| Q1 2024 | 7.16% | 54,555 | $22.95M | Shares increased 3.92%; reported value increased 16.27%, and weight changed +0.95 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jun 10, 2024 |
| Q2 2024 | 6.40% | 53,326 | $23.83M | Shares decreased 2.25%; reported value increased 3.84%, and weight changed -0.76 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2024 |
| Q3 2024 | 5.77% | 54,814 | $23.59M | Shares increased 2.79%; reported value decreased 1.04%, and weight changed -0.63 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2024 |
| Q4 2024 | 5.51% | 53,917 | $22.73M | Shares decreased 1.64%; reported value decreased 3.65%, and weight changed -0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2025 |
| Q1 2025 | 4.99% | 55,196 | $20.72M | Shares increased 2.37%; reported value decreased 8.83%, and weight changed -0.52 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2025 |
| Q2 2025 | 6.02% | 54,092 | $26.91M | Shares decreased 2.00%; reported value increased 29.86%, and weight changed +1.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2025 |
| Q3 2025 | 5.98% | 55,371 | $28.68M | Shares increased 2.36%; reported value increased 6.59%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2025 |
| Q4 2025 | 5.37% | 58,410 | $28.25M | Shares increased 5.49%; reported value decreased 1.50%, and weight changed -0.61 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 19, 2026 |
| Q1 2026 | 4.92% | 68,212 | $25.25M | Shares increased 16.78%; reported value decreased 10.61%, and weight changed -0.45 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jun 25, 2026 |
| Q2 2026 | 4.68% | 68,528 | $25.56M | Shares increased 0.46%; reported value increased 1.24%, and weight changed -0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 6, 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.