MICROSOFT CORP · CUSIP 594918104 · CIK 1820681
As of 2026-06-30, Snider Financial Group reported 47.65K MSFT (shares), valued at $17.78M, or 4.53% of its reported non-derivative portfolio. Filed 2026-07-14.
Verify history & sources →Shares increased 30.21%; reported value increased 31.22%, 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 | 4.53% | 47,653 | SEC filing ↗Filed Jul 14, 2026 |
| Q1 2026 | 4.09% | 36,597 | SEC filing ↗Filed Apr 15, 2026 |
| Q4 2025 | 4.68% | 36,345 | SEC filing ↗Filed Jan 21, 2026 |
| Q3 2025 | 5.37% | 38,017 | SEC filing ↗Filed Nov 7, 2025 |
| Q2 2025 | 5.87% | 40,915 | SEC filing ↗Filed Aug 5, 2025 |
| Q1 2025 | 5.25% | 43,046 | SEC filing ↗Filed Apr 11, 2025 |
| Q4 2024 | 5.79% | 44,309 | SEC filing ↗Filed Feb 6, 2025 |
| Q3 2024 | 3.58% | 22,726 | SEC filing ↗Filed Nov 6, 2024 |
| Q2 2024 | 3.77% | 21,850 | SEC filing ↗Filed Aug 2, 2024 |
| Q1 2024 | 3.74% | 21,308 | SEC filing ↗Filed Apr 30, 2024 |
| Q4 2023 | 3.65% | 21,059 | SEC filing ↗Filed Jan 22, 2024 |
| Q3 2023 | 3.19% | 20,905 | SEC filing ↗Filed Oct 25, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 3.19% | 20,905 | $6.60M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 25, 2023 |
| Q4 2023 | 3.65% | 21,059 | $7.92M | Shares increased 0.74%; reported value increased 19.97%, and weight changed +0.46 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 22, 2024 |
| Q1 2024 | 3.74% | 21,308 | $8.96M | Shares increased 1.18%; reported value increased 13.20%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 30, 2024 |
| Q2 2024 | 3.77% | 21,850 | $9.77M | Shares increased 2.54%; reported value increased 8.94%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 2, 2024 |
| Q3 2024 | 3.58% | 22,726 | $9.78M | Shares increased 4.01%; reported value increased 0.13%, and weight changed -0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 6, 2024 |
| Q4 2024 | 5.79% | 44,309 | $18.68M | Shares increased 94.97%; reported value increased 90.98%, and weight changed +2.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 6, 2025 |
| Q1 2025 | 5.25% | 43,046 | $16.16M | Shares decreased 2.85%; reported value decreased 13.48%, and weight changed -0.54 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 11, 2025 |
| Q2 2025 | 5.87% | 40,915 | $20.35M | Shares decreased 4.95%; reported value increased 25.94%, and weight changed +0.62 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 5, 2025 |
| Q3 2025 | 5.37% | 38,017 | $19.69M | Shares decreased 7.08%; reported value decreased 3.24%, and weight changed -0.50 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 7, 2025 |
| Q4 2025 | 4.68% | 36,345 | $17.58M | Shares decreased 4.40%; reported value decreased 10.73%, and weight changed -0.69 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 21, 2026 |
| Q1 2026 | 4.09% | 36,597 | $13.55M | Shares increased 0.69%; reported value decreased 22.93%, and weight changed -0.59 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 15, 2026 |
| Q2 2026 | 4.53% | 47,653 | $17.78M | Shares increased 30.21%; reported value increased 31.22%, and weight changed +0.44 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 14, 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.