MICROSOFT CORP · CUSIP 594918104 · CIK 1898282
As of 2026-06-30, VIRGINIA WEALTH MANAGEMENT GROUP, INC. reported 12.80K MSFT (shares), valued at $4.77M, or 2.38% of its reported non-derivative portfolio. Filed 2026-07-22.
Verify history & sources →Shares increased 1.53%; reported value increased 2.32%, and weight changed -0.12 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 | 2.38% | 12,797 | SEC filing ↗Filed Jul 22, 2026 |
| Q1 2026 | 2.50% | 12,604 | SEC filing ↗Filed Apr 29, 2026 |
| Q4 2025 | 3.25% | 11,511 | SEC filing ↗Filed Jan 26, 2026 |
| Q3 2025 | 3.43% | 11,490 | SEC filing ↗Filed Oct 16, 2025 |
| Q2 2025 | 3.49% | 11,533 | SEC filing ↗Filed Jul 17, 2025 |
| Q1 2025 | 2.66% | 11,461 | SEC filing ↗Filed Apr 15, 2025 |
| Q4 2024 | 3.41% | 13,071 | SEC filing ↗Filed Jan 27, 2025 |
| Q3 2024 | 3.51% | 13,014 | SEC filing ↗Filed Oct 9, 2024 |
| Q2 2024 | 4.06% | 11,060 | SEC filing ↗Filed Jul 17, 2024 |
| Q1 2024 | 3.81% | 11,098 | SEC filing ↗Filed Apr 25, 2024 |
| Q4 2023 | 3.86% | 11,756 | SEC filing ↗Filed Feb 9, 2024 |
| Q3 2023 | 4.13% | 19,346 | SEC filing ↗Filed Nov 3, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 4.13% | 19,346 | $6.11M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 3, 2023 |
| Q4 2023 | 3.86% | 11,756 | $4.42M | Shares decreased 39.23%; reported value decreased 27.63%, and weight changed -0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 9, 2024 |
| Q1 2024 | 3.81% | 11,098 | $4.67M | Shares decreased 5.60%; reported value increased 5.61%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 25, 2024 |
| Q2 2024 | 4.06% | 11,060 | $4.94M | Shares decreased 0.34%; reported value increased 5.87%, and weight changed +0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 17, 2024 |
| Q3 2024 | 3.51% | 13,014 | $5.60M | Shares increased 17.67%; reported value increased 13.28%, and weight changed -0.55 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 9, 2024 |
| Q4 2024 | 3.41% | 13,071 | $5.51M | Shares increased 0.44%; reported value decreased 1.62%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 27, 2025 |
| Q1 2025 | 2.66% | 11,461 | $4.30M | Shares decreased 12.32%; reported value decreased 21.91%, and weight changed -0.75 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 15, 2025 |
| Q2 2025 | 3.49% | 11,533 | $5.74M | Shares increased 0.63%; reported value increased 33.34%, and weight changed +0.83 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 17, 2025 |
| Q3 2025 | 3.43% | 11,490 | $5.95M | Shares decreased 0.37%; reported value increased 3.74%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 16, 2025 |
| Q4 2025 | 3.25% | 11,511 | $5.57M | Shares increased 0.18%; reported value decreased 6.46%, 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, 2026 |
| Q1 2026 | 2.50% | 12,604 | $4.67M | Shares increased 9.50%; reported value decreased 16.19%, and weight changed -0.75 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 29, 2026 |
| Q2 2026 | 2.38% | 12,797 | $4.77M | Shares increased 1.53%; reported value increased 2.32%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 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.