MICROSOFT CORP · CUSIP 594918104 · CIK 1812198
As of 2026-06-30, Aaron Wealth Advisors LLC reported 95.43K MSFT (shares), valued at $35.60M, or 1.81% of its reported non-derivative portfolio. Filed 2026-07-16.
Verify history & sources →Shares increased 2.30%; reported value increased 3.09%, and weight changed -0.19 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 | 1.81% | 95,430 | SEC filing ↗Filed Jul 16, 2026 |
| Q1 2026 | 2.00% | 93,286 | SEC filing ↗Filed Apr 21, 2026 |
| Q4 2025 | 2.88% | 107,077 | SEC filing ↗Filed Jan 21, 2026 |
| Q3 2025 | 3.12% | 99,617 | SEC filing ↗Filed Oct 3, 2025 |
| Q2 2025 | 3.34% | 65,688 | SEC filing ↗Filed Jul 9, 2025 |
| Q1 2025 | 2.62% | 60,923 | SEC filing ↗Filed Apr 28, 2025 |
| Q4 2024 | 2.97% | 60,710 | SEC filing ↗Filed Jan 15, 2025 |
| Q3 2024 | 3.04% | 59,389 | SEC filing ↗Filed Oct 17, 2024 |
| Q2 2024 | 3.32% | 53,493 | SEC filing ↗Filed Jul 22, 2024 |
| Q1 2024 | 3.15% | 52,251 | SEC filing ↗Filed Apr 25, 2024 |
| Q4 2023 | 3.28% | 52,644 | SEC filing ↗Filed Jan 26, 2024 |
| Q3 2023 | 11.17% | 274,209 | SEC filing ↗Filed Oct 19, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 11.17% | 274,209 | $86.58M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 19, 2023 |
| Q4 2023 | 3.28% | 52,644 | $19.80M | Shares decreased 80.80%; reported value decreased 77.14%, and weight changed -7.89 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 26, 2024 |
| Q1 2024 | 3.15% | 52,251 | $21.98M | Shares decreased 0.75%; reported value increased 11.05%, 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, 2024 |
| Q2 2024 | 3.32% | 53,493 | $23.91M | Shares increased 2.38%; reported value increased 8.76%, and weight changed +0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 2024 |
| Q3 2024 | 3.04% | 59,389 | $25.56M | Shares increased 11.02%; reported value increased 6.89%, and weight changed -0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 17, 2024 |
| Q4 2024 | 2.97% | 60,710 | $25.59M | Shares increased 2.22%; reported value increased 0.13%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 15, 2025 |
| Q1 2025 | 2.62% | 60,923 | $22.87M | Shares increased 0.35%; reported value decreased 10.63%, and weight changed -0.35 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 28, 2025 |
| Q2 2025 | 3.34% | 65,688 | $32.67M | Shares increased 7.82%; reported value increased 42.87%, and weight changed +0.72 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 9, 2025 |
| Q3 2025 | 3.12% | 99,617 | $51.60M | Shares increased 51.65%; reported value increased 57.91%, and weight changed -0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 3, 2025 |
| Q4 2025 | 2.88% | 107,077 | $51.78M | Shares increased 7.49%; reported value increased 0.36%, and weight changed -0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 21, 2026 |
| Q1 2026 | 2.00% | 93,286 | $34.53M | Shares decreased 12.88%; reported value decreased 33.32%, and weight changed -0.88 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 21, 2026 |
| Q2 2026 | 1.81% | 95,430 | $35.60M | Shares increased 2.30%; reported value increased 3.09%, and weight changed -0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 16, 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.