MICROSOFT CORP · CUSIP 594918104 · CIK 1962695
As of 2026-06-30, Olistico Wealth, LLC reported 8.20K MSFT (shares), valued at $3.06M, or 1.31% of its reported non-derivative portfolio. Filed 2026-07-13.
Verify history & sources →Shares decreased 3.91%; reported value decreased 3.17%, and weight changed -0.25 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 | 1.31% | 8,203 | SEC filing ↗Filed Jul 13, 2026 |
| Q1 2026 | 1.56% | 8,537 | SEC filing ↗Filed Apr 9, 2026 |
| Q4 2025 | 1.82% | 7,704 | SEC filing ↗Filed Jan 13, 2026 |
| Q3 2025 | 2.08% | 7,605 | SEC filing ↗Filed Oct 24, 2025 |
| Q2 2025 | 2.10% | 7,605 | SEC filing ↗Filed Jul 22, 2025 |
| Q1 2025 | 1.74% | 7,492 | SEC filing ↗Filed Apr 29, 2025 |
| Q4 2024 | 1.63% | 6,658 | SEC filing ↗Filed Jan 17, 2025 |
| Q3 2024 | 1.69% | 6,426 | SEC filing ↗Filed Oct 8, 2024 |
| Q2 2024 | 2.01% | 7,042 | SEC filing ↗Filed Jul 9, 2024 |
| Q1 2024 | 2.11% | 6,946 | SEC filing ↗Filed Apr 25, 2024 |
| Q4 2023 | 1.97% | 6,702 | SEC filing ↗Filed Feb 12, 2024 |
| Q3 2023 | 1.76% | 6,248 | SEC filing ↗Filed Oct 19, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 1.76% | 6,248 | $1.97M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 19, 2023 |
| Q4 2023 | 1.97% | 6,702 | $2.52M | Shares increased 7.27%; reported value increased 27.76%, and weight changed +0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 12, 2024 |
| Q1 2024 | 2.11% | 6,946 | $2.92M | Shares increased 3.64%; reported value increased 15.94%, and weight changed +0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 25, 2024 |
| Q2 2024 | 2.01% | 7,042 | $3.15M | Shares increased 1.38%; reported value increased 7.71%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 9, 2024 |
| Q3 2024 | 1.69% | 6,426 | $2.77M | Shares decreased 8.75%; reported value decreased 12.14%, and weight changed -0.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 8, 2024 |
| Q4 2024 | 1.63% | 6,658 | $2.81M | Shares increased 3.61%; reported value increased 1.48%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 17, 2025 |
| Q1 2025 | 1.74% | 7,492 | $2.81M | Shares increased 12.53%; reported value increased 0.23%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 29, 2025 |
| Q2 2025 | 2.10% | 7,605 | $3.78M | Shares increased 1.51%; reported value increased 34.49%, and weight changed +0.36 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 2025 |
| Q3 2025 | 2.08% | 7,605 | $3.94M | Shares unchanged; reported value increased 4.13%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 24, 2025 |
| Q4 2025 | 1.82% | 7,704 | $3.73M | Shares increased 1.30%; reported value decreased 5.42%, and weight changed -0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 13, 2026 |
| Q1 2026 | 1.56% | 8,537 | $3.16M | Shares increased 10.81%; reported value decreased 15.18%, and weight changed -0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 9, 2026 |
| Q2 2026 | 1.31% | 8,203 | $3.06M | Shares decreased 3.91%; reported value decreased 3.17%, and weight changed -0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 13, 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.