MICROSOFT CORP · CUSIP 594918104 · CIK 1765515
As of Sep 30, 2026, S.E.E.D. Planning Group LLC reported 34.13K MSFT (shares), valued at $17.50M, or 4.29% of its reported non-derivative portfolio. Filed Oct 7, 2026.
Verify history & sources →Shares increased 4.15%; reported value increased 43.21%, and weight changed +1.06 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 |
|---|---|---|---|
| Q3 2026 | 4.29% | 34,125 | SEC filing ↗Filed Oct 7, 2026 |
| Q2 2026 | 3.23% | 32,764 | SEC filing ↗Filed Aug 4, 2026 |
| Q1 2026 | 3.60% | 33,499 | SEC filing ↗Filed Apr 23, 2026 |
| Q4 2025 | 3.65% | 26,498 | SEC filing ↗Filed Jan 9, 2026 |
| Q3 2025 | 3.92% | 25,964 | SEC filing ↗Filed Oct 14, 2025 |
| Q2 2025 | 4.07% | 26,101 | SEC filing ↗Filed Jul 8, 2025 |
| Q1 2025 | 3.65% | 28,840 | SEC filing ↗Filed Apr 8, 2025 |
| Q4 2024 | 3.77% | 26,819 | SEC filing ↗Filed Jan 14, 2025 |
| Q3 2024 | 3.63% | 25,472 | SEC filing ↗Filed Oct 15, 2024 |
| Q2 2024 | 4.05% | 24,899 | SEC filing ↗Filed Jul 18, 2024 |
| Q1 2024 | 3.77% | 24,518 | SEC filing ↗Filed Apr 16, 2024 |
| Q4 2023 | 3.96% | 26,113 | SEC filing ↗Filed Jan 26, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 3.96% | 26,113 | $9.82M | The prior quarter is outside the free window. Log in for the comparison. | SEC filing ↗ Filed Jan 26, 2024 |
| Q1 2024 | 3.77% | 24,518 | $10.32M | Shares decreased 6.11%; reported value increased 5.05%, and weight changed -0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 16, 2024 |
| Q2 2024 | 4.05% | 24,899 | $11.13M | Shares increased 1.55%; reported value increased 7.88%, and weight changed +0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 18, 2024 |
| Q3 2024 | 3.63% | 25,472 | $10.96M | Shares increased 2.30%; reported value decreased 1.51%, and weight changed -0.42 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 15, 2024 |
| Q4 2024 | 3.77% | 26,819 | $11.30M | Shares increased 5.29%; reported value increased 3.14%, and weight changed +0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 14, 2025 |
| Q1 2025 | 3.65% | 28,840 | $10.83M | Shares increased 7.54%; reported value decreased 4.23%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 8, 2025 |
| Q2 2025 | 4.07% | 26,101 | $12.98M | Shares decreased 9.50%; reported value increased 19.92%, and weight changed +0.42 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 8, 2025 |
| Q3 2025 | 3.92% | 25,964 | $13.45M | Shares decreased 0.52%; reported value increased 3.58%, and weight changed -0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 14, 2025 |
| Q4 2025 | 3.65% | 26,498 | $12.82M | Shares increased 2.06%; reported value decreased 4.71%, and weight changed -0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 9, 2026 |
| Q1 2026 | 3.60% | 33,499 | $12.40M | Shares increased 26.42%; reported value decreased 3.24%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 23, 2026 |
| Q2 2026 | 3.23% | 32,764 | $12.22M | Shares decreased 2.19%; reported value decreased 1.44%, and weight changed -0.37 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 4, 2026 |
| Q3 2026 | 4.29% | 34,125 | $17.50M | Shares increased 4.15%; reported value increased 43.21%, and weight changed +1.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 7, 2026 |
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{"action":"portfolio","cik":"1765515","quarter":"2026Q3","cusip":"594918104"}
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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.