MICROSOFT CORP · CUSIP 594918104 · CIK 1992825
As of 2026-06-30, Farther Finance Advisors, LLC reported 343.27K MSFT (shares), valued at $128.01M, or 1.00% of its reported non-derivative portfolio. Filed 2026-07-17.
Verify history & sources →Shares increased 7.96%; reported value increased 9.00%, and weight changed -0.11 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 | 1.00% | 343,272 | SEC filing ↗Filed Jul 17, 2026 |
| Q1 2026 | 1.11% | 317,954 | SEC filing ↗Filed Apr 7, 2026 |
| Q4 2025 | 1.51% | 291,626 | SEC filing ↗Filed Jan 23, 2026 |
| Q3 2025 | 1.70% | 217,715 | SEC filing ↗Filed Oct 14, 2025 |
| Q2 2025 | 1.76% | 176,385 | SEC filing ↗Filed Jul 11, 2025 |
| Q1 2025 | 1.42% | 145,618 | SEC filing ↗Filed Apr 14, 2025 |
| Q4 2024 | 1.81% | 118,746 | SEC filing ↗Filed Feb 10, 2025 |
| Q3 2024 | 2.16% | 133,942 | SEC filing ↗Filed Oct 29, 2024 |
| Q2 2024 | 2.20% | 99,508 | SEC filing ↗Filed Jul 31, 2024 |
| Q1 2024 | 1.83% | 70,941 | SEC filing ↗Filed May 14, 2024 |
| Q4 2023 | 1.75% | 64,506 | SEC filing ↗Filed Feb 15, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 1.75% | 64,506 | $24.26M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Feb 15, 2024 |
| Q1 2024 | 1.83% | 70,941 | $30.12M | Shares increased 9.98%; reported value increased 24.17%, and weight changed +0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2024 |
| Q2 2024 | 2.20% | 99,508 | $45.45M | Shares increased 40.27%; reported value increased 50.90%, and weight changed +0.37 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 31, 2024 |
| Q3 2024 | 2.16% | 133,942 | $57.63M | Shares increased 34.60%; reported value increased 26.81%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 29, 2024 |
| Q4 2024 | 1.81% | 118,746 | $50.05M | Shares decreased 11.35%; reported value decreased 13.16%, and weight changed -0.35 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 10, 2025 |
| Q1 2025 | 1.42% | 145,618 | $55.65M | Shares increased 22.63%; reported value increased 11.19%, and weight changed -0.39 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 14, 2025 |
| Q2 2025 | 1.76% | 176,385 | $87.74M | Shares increased 21.13%; reported value increased 57.65%, and weight changed +0.34 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 11, 2025 |
| Q3 2025 | 1.70% | 217,715 | $112.77M | Shares increased 23.43%; reported value increased 28.53%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 14, 2025 |
| Q4 2025 | 1.51% | 291,626 | $141.04M | Shares increased 33.95%; reported value increased 25.07%, and weight changed -0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 23, 2026 |
| Q1 2026 | 1.11% | 317,954 | $117.44M | Shares increased 9.03%; reported value decreased 16.73%, and weight changed -0.40 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 7, 2026 |
| Q2 2026 | 1.00% | 343,272 | $128.01M | Shares increased 7.96%; reported value increased 9.00%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 17, 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.