MICROSOFT CORP · CUSIP 594918104 · CIK 2009530
As of 2026-06-30, Evernest Financial Advisors, LLC reported 49.95K MSFT (shares), valued at $18.63M, or 3.90% of its reported non-derivative portfolio. Filed 2026-08-06.
Verify history & sources →Shares decreased 0.88%; reported value decreased 12.97%, and weight changed -0.55 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 | 3.90% | 49,949 | SEC filing ↗Filed Aug 6, 2026 |
| Q1 2026 | 4.45% | 50,394 | SEC filing ↗Filed May 4, 2026 |
| Q4 2025 | 4.45% | 51,323 | SEC filing ↗Filed Feb 13, 2026 |
| Q3 2025 | 1.86% | 12,831 | SEC filing ↗Filed Nov 12, 2025 |
| Q2 2025 | 2.07% | 12,846 | SEC filing ↗Filed Jul 28, 2025 |
| Q1 2025 | 1.63% | 12,074 | SEC filing ↗Filed May 12, 2025 |
| Q4 2024 | 5.87% | 53,706 | SEC filing ↗Filed Jan 23, 2025 |
| Q3 2024 | 6.24% | 53,770 | SEC filing ↗Filed Oct 21, 2024 |
| Q2 2024 | 2.20% | 10,992 | SEC filing ↗Filed Aug 7, 2024 |
| Q1 2024 | 1.98% | 10,489 | SEC filing ↗Filed May 10, 2024 |
| Q4 2023 | 2.23% | 11,714 | SEC filing ↗Filed May 10, 2024 |
| Q3 2023 | Not reported | Not reported | No filing this quarter |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q4 2023 | 2.23% | 11,714 | $4.40M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed May 10, 2024 |
| Q1 2024 | 1.98% | 10,489 | $4.19M | Shares decreased 10.46%; reported value decreased 4.96%, and weight changed -0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 10, 2024 |
| Q2 2024 | 2.20% | 10,992 | $4.91M | Shares increased 4.80%; reported value increased 17.36%, and weight changed +0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 7, 2024 |
| Q3 2024 | 6.24% | 53,770 | $23.14M | Shares increased 389.17%; reported value increased 370.93%, and weight changed +4.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 21, 2024 |
| Q4 2024 | 5.87% | 53,706 | $22.64M | Shares decreased 0.12%; reported value decreased 2.16%, and weight changed -0.37 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 23, 2025 |
| Q1 2025 | 1.63% | 12,074 | $4.53M | Shares decreased 77.52%; reported value decreased 79.98%, and weight changed -4.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 12, 2025 |
| Q2 2025 | 2.07% | 12,846 | $6.39M | Shares increased 6.39%; reported value increased 40.98%, and weight changed +0.44 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 28, 2025 |
| Q3 2025 | 1.86% | 12,831 | $6.65M | Shares decreased 0.12%; reported value increased 4.00%, and weight changed -0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2025 |
| Q4 2025 | 4.45% | 51,323 | $21.23M | Shares increased 299.99%; reported value increased 219.41%, and weight changed +2.59 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2026 |
| Q1 2026 | 4.45% | 50,394 | $21.41M | Shares decreased 1.81%; reported value increased 0.85%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 4, 2026 |
| Q2 2026 | 3.90% | 49,949 | $18.63M | Shares decreased 0.88%; reported value decreased 12.97%, and weight changed -0.55 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 6, 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.