MICROSOFT CORP · CUSIP 594918104 · CIK 1987855
As of 2026-06-30, KINGSWOOD WEALTH ADVISORS, LLC reported 96.07K MSFT (shares), valued at $35.83M, or 1.44% of its reported non-derivative portfolio. Filed 2026-07-27.
Verify history & sources →Shares decreased 0.30%; reported value increased 0.47%, 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 | 1.44% | 96,066 | SEC filing ↗Filed Jul 27, 2026 |
| Q1 2026 | 1.69% | 96,356 | SEC filing ↗Filed Apr 28, 2026 |
| Q4 2025 | 2.18% | 93,175 | SEC filing ↗Filed Jan 28, 2026 |
| Q3 2025 | 2.22% | 70,992 | SEC filing ↗Filed Oct 23, 2025 |
| Q2 2025 | 2.33% | 59,195 | SEC filing ↗Filed Jul 23, 2025 |
| Q1 2025 | 2.23% | 64,823 | SEC filing ↗Filed Jul 25, 2025AmendedCombination report |
| Q4 2024 | 2.29% | 72,206 | SEC filing ↗Filed Jan 22, 2025 |
| Q3 2024 | 3.71% | 120,980 | SEC filing ↗Filed Oct 21, 2024 |
| Q2 2024 | 4.28% | 106,304 | SEC filing ↗Filed Jul 9, 2024 |
| Q1 2024 | 4.03% | 82,992 | SEC filing ↗Filed Apr 15, 2024 |
| Q4 2023 | 4.06% | 95,249 | SEC filing ↗Filed Jan 16, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 4.06% | 95,249 | $35.82M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 16, 2024 |
| Q1 2024 | 4.03% | 82,992 | $34.92M | Shares decreased 12.87%; reported value decreased 2.51%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 15, 2024 |
| Q2 2024 | 4.28% | 106,304 | $47.51M | Shares increased 28.09%; reported value increased 36.07%, and weight changed +0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 9, 2024 |
| Q3 2024 | 3.71% | 120,980 | $52.04M | Shares increased 13.81%; reported value increased 9.54%, and weight changed -0.57 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 21, 2024 |
| Q4 2024 | 2.29% | 72,206 | $30.44M | Shares decreased 40.32%; reported value decreased 41.52%, and weight changed -1.42 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 22, 2025 |
| Q1 2025 | 2.23% | 64,823 | $24.39M | Shares decreased 10.22%; reported value decreased 19.87%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 25, 2025 |
| Q2 2025 | 2.33% | 59,195 | $29.44M | Shares decreased 8.68%; reported value increased 20.73%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 23, 2025 |
| Q3 2025 | 2.22% | 70,992 | $36.77M | Shares increased 19.93%; reported value increased 24.88%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 23, 2025 |
| Q4 2025 | 2.18% | 93,175 | $45.06M | Shares increased 31.25%; reported value increased 22.55%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 28, 2026 |
| Q1 2026 | 1.69% | 96,356 | $35.67M | Shares increased 3.41%; reported value decreased 20.85%, and weight changed -0.49 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 28, 2026 |
| Q2 2026 | 1.44% | 96,066 | $35.83M | Shares decreased 0.30%; reported value increased 0.47%, and weight changed -0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 27, 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.