MICROSOFT CORP · CUSIP 594918104 · CIK 1997464
As of 2026-06-30, Marex Group plc reported 976.67K MSFT (shares), valued at $364.32M, or 2.71% of its reported non-derivative portfolio. Filed 2026-08-14.
Verify history & sources →Shares increased 129.97%; reported value increased 131.74%, and weight changed +1.08 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 | 2.71% | 976,668 | SEC filing ↗Filed Aug 14, 2026 |
| Q1 2026 | 1.63% | 424,687 | SEC filing ↗Filed May 13, 2026 |
| Q4 2025 | 0.85% | 162,408 | SEC filing ↗Filed Feb 12, 2026 |
| Q3 2025 | 0.70% | 109,335 | SEC filing ↗Filed Nov 14, 2025 |
| Q2 2025 | 0.41% | 43,200 | SEC filing ↗Filed Aug 19, 2025 |
| Q1 2025 | 1.77% | 245,979 | SEC filing ↗Filed Apr 2, 2026 |
| Q4 2024 | 1.06% | 147,795 | SEC filing ↗Filed Apr 2, 2026 |
| Q3 2024 | 1.23% | 125,082 | SEC filing ↗Filed Apr 7, 2026 |
| Q2 2024 | 2.15% | 178,809 | SEC filing ↗Filed Apr 2, 2026 |
| Q1 2024 | 1.09% | 79,869 | SEC filing ↗Filed Apr 2, 2026 |
| Q4 2023 | 1.08% | 72,794 | SEC filing ↗Filed Apr 2, 2026 |
| Q3 2023 | Not reported | Not reported | — |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2023 | 1.08% | 72,794 | $27.37M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Apr 2, 2026 |
| Q1 2024 | 1.09% | 79,869 | $33.60M | Shares increased 9.72%; reported value increased 22.76%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 2, 2026 |
| Q2 2024 | 2.15% | 178,809 | $79.92M | Shares increased 123.88%; reported value increased 137.84%, and weight changed +1.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 2, 2026 |
| Q3 2024 | 1.23% | 125,082 | $53.82M | Shares decreased 30.05%; reported value decreased 32.65%, and weight changed -0.92 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 7, 2026 |
| Q4 2024 | 1.06% | 147,795 | $62.30M | Shares increased 18.16%; reported value increased 15.74%, and weight changed -0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 2, 2026 |
| Q1 2025 | 1.77% | 245,979 | $92.34M | Shares increased 66.43%; reported value increased 48.23%, and weight changed +0.71 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 2, 2026 |
| Q2 2025 | 0.41% | 43,200 | $21.49M | Shares decreased 82.44%; reported value decreased 76.73%, and weight changed -1.36 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 19, 2025 |
| Q3 2025 | 0.70% | 109,335 | $56.63M | Shares increased 153.09%; reported value increased 163.55%, and weight changed +0.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2025 |
| Q4 2025 | 0.85% | 162,408 | $78.54M | Shares increased 48.54%; reported value increased 38.70%, and weight changed +0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 12, 2026 |
| Q1 2026 | 1.63% | 424,687 | $157.21M | Shares increased 161.49%; reported value increased 100.15%, and weight changed +0.78 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2026 |
| Q2 2026 | 2.71% | 976,668 | $364.32M | Shares increased 129.97%; reported value increased 131.74%, and weight changed +1.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 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.