MICROSOFT CORP · CUSIP 594918104 · CIK 1861163
As of 2026-06-30, Koss-Olinger Consulting, LLC reported 2.92K MSFT (shares), valued at $1.09M, or 0.08% of its reported non-derivative portfolio. Filed 2026-08-10.
Verify history & sources →Shares decreased 66.43%; reported value decreased 66.17%, 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 | 0.08% | 2,920 | SEC filing ↗Filed Aug 10, 2026 |
| Q1 2026 | 0.27% | 8,698 | SEC filing ↗Filed May 7, 2026 |
| Q4 2025 | 0.35% | 9,336 | SEC filing ↗Filed Feb 10, 2026 |
| Q3 2025 | 0.60% | 14,509 | SEC filing ↗Filed Oct 20, 2025 |
| Q2 2025 | 0.61% | 15,028 | SEC filing ↗Filed Aug 1, 2025 |
| Q1 2025 | 0.49% | 15,400 | SEC filing ↗Filed May 12, 2025 |
| Q4 2024 | 0.42% | 11,256 | SEC filing ↗Filed Feb 11, 2025 |
| Q3 2024 | 0.19% | 5,004 | SEC filing ↗Filed Oct 21, 2024 |
| Q2 2024 | 0.16% | 3,926 | SEC filing ↗Filed Aug 6, 2024 |
| Q1 2024 | 5.26% | 23,122 | SEC filing ↗Filed Apr 18, 2024 |
| Q4 2023 | 0.14% | 3,899 | SEC filing ↗Filed Feb 13, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 0.14% | 3,899 | $1.47M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Feb 13, 2024 |
| Q1 2024 | 5.26% | 23,122 | $9.73M | Shares increased 493.02%; reported value increased 563.58%, and weight changed +5.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 18, 2024 |
| Q2 2024 | 0.16% | 3,926 | $1.75M | Shares decreased 83.02%; reported value decreased 81.96%, and weight changed -5.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 6, 2024 |
| Q3 2024 | 0.19% | 5,004 | $2.15M | Shares increased 27.46%; reported value increased 22.68%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 21, 2024 |
| Q4 2024 | 0.42% | 11,256 | $4.74M | Shares increased 124.94%; reported value increased 120.34%, and weight changed +0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 11, 2025 |
| Q1 2025 | 0.49% | 15,400 | $5.78M | Shares increased 36.82%; reported value increased 21.86%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 12, 2025 |
| Q2 2025 | 0.61% | 15,028 | $7.48M | Shares decreased 2.42%; reported value increased 29.31%, and weight changed +0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 1, 2025 |
| Q3 2025 | 0.60% | 14,509 | $7.22M | Shares decreased 3.45%; reported value decreased 3.45%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 20, 2025 |
| Q4 2025 | 0.35% | 9,336 | $4.51M | Shares decreased 35.65%; reported value decreased 37.44%, and weight changed -0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 10, 2026 |
| Q1 2026 | 0.27% | 8,698 | $3.22M | Shares decreased 6.83%; reported value decreased 28.69%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 7, 2026 |
| Q2 2026 | 0.08% | 2,920 | $1.09M | Shares decreased 66.43%; reported value decreased 66.17%, and weight changed -0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 10, 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.