MICROSOFT CORP · CUSIP 594918104 · CIK 1802244
As of 2026-06-30, Indie Asset Partners, LLC reported 8.39K MSFT (shares), valued at $3.13M, or 3.00% of its reported non-derivative portfolio. Filed 2026-08-07.
Verify history & sources →Shares increased 2.72%; reported value increased 3.51%, and weight changed -0.44 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 | 3.00% | 8,386 | SEC filing ↗Filed Aug 7, 2026Combination report |
| Q1 2026 | 3.44% | 8,164 | SEC filing ↗Filed May 8, 2026Combination report |
| Q4 2025 | 4.11% | 7,623 | SEC filing ↗Filed Feb 3, 2026Combination report |
| Q3 2025 | 5.08% | 7,366 | SEC filing ↗Filed Nov 6, 2025Combination report |
| Q2 2025 | 7.31% | 8,074 | SEC filing ↗Filed Aug 12, 2025Combination report |
| Q1 2025 | 2.92% | 8,983 | SEC filing ↗Filed May 7, 2025Combination report |
| Q4 2024 | 2.88% | 8,686 | SEC filing ↗Filed Feb 3, 2025Combination report |
| Q3 2024 | 3.23% | 10,012 | SEC filing ↗Filed Oct 29, 2024 |
| Q2 2024 | 3.38% | 9,496 | SEC filing ↗Filed Aug 5, 2024 |
| Q1 2024 | 3.45% | 9,213 | SEC filing ↗Filed May 10, 2024 |
| Q4 2023 | 3.07% | 9,040 | SEC filing ↗Filed Jan 26, 2024 |
| Q3 2023 | 2.89% | 9,088 | SEC filing ↗Filed Oct 27, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 2.89% | 9,088 | $2.87M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 27, 2023 |
| Q4 2023 | 3.07% | 9,040 | $3.40M | Shares decreased 0.53%; reported value increased 18.47%, and weight changed +0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 26, 2024 |
| Q1 2024 | 3.45% | 9,213 | $3.88M | Shares increased 1.91%; reported value increased 14.01%, and weight changed +0.38 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 10, 2024 |
| Q2 2024 | 3.38% | 9,496 | $4.24M | Shares increased 3.07%; reported value increased 9.50%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 5, 2024 |
| Q3 2024 | 3.23% | 10,012 | $4.31M | Shares increased 5.43%; reported value increased 1.51%, and weight changed -0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 29, 2024 |
| Q4 2024 | 2.88% | 8,686 | $3.66M | Shares decreased 13.24%; reported value decreased 15.02%, and weight changed -0.35 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 3, 2025 |
| Q1 2025 | 2.92% | 8,983 | $3.37M | Shares increased 3.42%; reported value decreased 7.90%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 7, 2025 |
| Q2 2025 | 7.31% | 8,074 | $4.02M | Shares decreased 10.12%; reported value increased 19.10%, and weight changed +4.39 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 2025 |
| Q3 2025 | 5.08% | 7,366 | $3.82M | Shares decreased 8.77%; reported value decreased 5.00%, and weight changed -2.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 6, 2025 |
| Q4 2025 | 4.11% | 7,623 | $3.69M | Shares increased 3.49%; reported value decreased 3.37%, and weight changed -0.97 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 3, 2026 |
| Q1 2026 | 3.44% | 8,164 | $3.02M | Shares increased 7.10%; reported value decreased 18.03%, and weight changed -0.67 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 8, 2026 |
| Q2 2026 | 3.00% | 8,386 | $3.13M | Shares increased 2.72%; reported value increased 3.51%, and weight changed -0.44 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 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.