MICROSOFT CORP · CUSIP 594918104 · CIK 1986389
As of 2026-06-30, LAZARI CAPITAL MANAGEMENT, INC. reported 17.96K MSFT (shares), valued at $6.70M, or 2.06% of its reported non-derivative portfolio. Filed 2026-07-23.
Verify history & sources →Shares increased 2.50%; reported value increased 3.29%, and weight changed -0.20 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 | 2.06% | 17,957 | SEC filing ↗Filed Jul 23, 2026 |
| Q1 2026 | 2.26% | 17,519 | SEC filing ↗Filed Apr 24, 2026 |
| Q4 2025 | 2.66% | 16,366 | SEC filing ↗Filed Jan 29, 2026Amended |
| Q3 2025 | 2.87% | 16,439 | SEC filing ↗Filed Oct 28, 2025 |
| Q2 2025 | 3.10% | 16,568 | SEC filing ↗Filed Jul 17, 2025 |
| Q1 2025 | 2.71% | 17,674 | SEC filing ↗Filed Apr 23, 2025 |
| Q4 2024 | 2.70% | 16,078 | SEC filing ↗Filed Jan 24, 2025 |
| Q3 2024 | 2.91% | 15,793 | SEC filing ↗Filed Oct 22, 2024 |
| Q2 2024 | 3.04% | 15,087 | SEC filing ↗Filed Sep 9, 2024 |
| Q1 2024 | 3.27% | 14,309 | SEC filing ↗Filed Jun 24, 2024 |
| Q4 2023 | 3.12% | 14,504 | SEC filing ↗Filed Feb 27, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 3.12% | 14,504 | $5.45M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Feb 27, 2024 |
| Q1 2024 | 3.27% | 14,309 | $6.02M | Shares decreased 1.34%; reported value increased 10.38%, and weight changed +0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jun 24, 2024 |
| Q2 2024 | 3.04% | 15,087 | $6.74M | Shares increased 5.44%; reported value increased 12.01%, and weight changed -0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Sep 9, 2024 |
| Q3 2024 | 2.91% | 15,793 | $6.80M | Shares increased 4.68%; reported value increased 0.78%, and weight changed -0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 22, 2024 |
| Q4 2024 | 2.70% | 16,078 | $6.78M | Shares increased 1.80%; reported value decreased 0.28%, and weight changed -0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 24, 2025 |
| Q1 2025 | 2.71% | 17,674 | $6.63M | Shares increased 9.93%; reported value decreased 2.10%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 23, 2025 |
| Q2 2025 | 3.10% | 16,568 | $8.24M | Shares decreased 6.26%; reported value increased 24.22%, and weight changed +0.39 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 17, 2025 |
| Q3 2025 | 2.87% | 16,439 | $8.51M | Shares decreased 0.78%; reported value increased 3.32%, and weight changed -0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 28, 2025 |
| Q4 2025 | 2.66% | 16,366 | $7.91M | Shares decreased 0.44%; reported value decreased 7.05%, and weight changed -0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 29, 2026 |
| Q1 2026 | 2.26% | 17,519 | $6.48M | Shares increased 7.05%; reported value decreased 18.07%, and weight changed -0.40 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 24, 2026 |
| Q2 2026 | 2.06% | 17,957 | $6.70M | Shares increased 2.50%; reported value increased 3.29%, and weight changed -0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 23, 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.