MICROSOFT CORP · CUSIP 594918104 · CIK 2012028
As of 2026-06-30, Lakeridge Wealth Management LLC reported 12.72K MSFT (shares), valued at $4.75M, or 1.74% of its reported non-derivative portfolio. Filed 2026-07-14.
Verify history & sources →Shares increased 6.81%; reported value increased 7.63%, and weight changed -0.16 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 | 1.74% | 12,722 | SEC filing ↗Filed Jul 14, 2026 |
| Q1 2026 | 1.90% | 11,911 | SEC filing ↗Filed Apr 8, 2026 |
| Q4 2025 | 2.65% | 12,075 | SEC filing ↗Filed Jan 7, 2026 |
| Q3 2025 | 2.64% | 11,474 | SEC filing ↗Filed Oct 17, 2025 |
| Q2 2025 | 2.87% | 12,543 | SEC filing ↗Filed Aug 7, 2025 |
| Q1 2025 | 2.39% | 12,754 | SEC filing ↗Filed Apr 16, 2025 |
| Q4 2024 | 2.81% | 12,904 | SEC filing ↗Filed Jan 30, 2025 |
| Q3 2024 | 3.07% | 12,971 | SEC filing ↗Filed Oct 7, 2024 |
| Q2 2024 | 3.56% | 13,240 | SEC filing ↗Filed Aug 1, 2024 |
| Q1 2024 | 3.65% | 13,387 | SEC filing ↗Filed Apr 29, 2024 |
| Q4 2023 | 3.67% | 13,505 | SEC filing ↗Filed Feb 14, 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 | 3.67% | 13,505 | $5.08M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Feb 14, 2024 |
| Q1 2024 | 3.65% | 13,387 | $5.63M | Shares decreased 0.87%; reported value increased 10.91%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 29, 2024 |
| Q2 2024 | 3.56% | 13,240 | $5.92M | Shares decreased 1.10%; reported value increased 5.06%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 1, 2024 |
| Q3 2024 | 3.07% | 12,971 | $5.58M | Shares decreased 2.03%; reported value decreased 5.68%, and weight changed -0.49 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 7, 2024 |
| Q4 2024 | 2.81% | 12,904 | $5.44M | Shares decreased 0.52%; reported value decreased 2.55%, and weight changed -0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 30, 2025 |
| Q1 2025 | 2.39% | 12,754 | $4.79M | Shares decreased 1.16%; reported value decreased 11.98%, and weight changed -0.42 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 16, 2025 |
| Q2 2025 | 2.87% | 12,543 | $6.24M | Shares decreased 1.65%; reported value increased 30.32%, and weight changed +0.48 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 7, 2025 |
| Q3 2025 | 2.64% | 11,474 | $5.94M | Shares decreased 8.52%; reported value decreased 4.74%, and weight changed -0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 17, 2025 |
| Q4 2025 | 2.65% | 12,075 | $5.84M | Shares increased 5.24%; reported value decreased 1.74%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 7, 2026 |
| Q1 2026 | 1.90% | 11,911 | $4.41M | Shares decreased 1.36%; reported value decreased 24.50%, and weight changed -0.75 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 8, 2026 |
| Q2 2026 | 1.74% | 12,722 | $4.75M | Shares increased 6.81%; reported value increased 7.63%, and weight changed -0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 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.