MICROSOFT CORP · CUSIP 594918104 · CIK 275484
As of 2026-06-30, INDEPENDENT FINANCIAL GROUP, LLC reported 193.07K MSFT (shares), valued at $72.02M, or 1.35% of its reported non-derivative portfolio. Filed 2026-07-15.
Verify history & sources →Shares increased 4.30%; reported value increased 5.10%, and weight changed -0.19 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 | 1.35% | 193,067 | SEC filing ↗Filed Jul 15, 2026 |
| Q1 2026 | 1.54% | 185,111 | SEC filing ↗Filed May 15, 2026Amended |
| Q4 2025 | 1.98% | 183,529 | SEC filing ↗Filed May 15, 2026 |
| Q3 2025 | 2.12% | 170,473 | SEC filing ↗Filed May 15, 2026 |
| Q2 2025 | 2.29% | 167,281 | SEC filing ↗Filed May 15, 2026 |
| Q1 2025 | 2.05% | 158,836 | SEC filing ↗Filed May 19, 2026 |
| Q4 2024 | 2.24% | 159,885 | SEC filing ↗Filed Jun 12, 2026 |
| Q3 2024 | 2.36% | 149,158 | SEC filing ↗Filed Jun 12, 2026 |
| Q2 2024 | 2.74% | 152,781 | SEC filing ↗Filed Jun 12, 2026 |
| Q1 2024 | 2.76% | 142,883 | SEC filing ↗Filed Jun 12, 2026 |
| Q4 2023 | 2.85% | 141,939 | SEC filing ↗Filed Jun 12, 2026 |
| Q3 2023 | 2.62% | 127,542 | SEC filing ↗Filed Jun 12, 2026 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 2.62% | 127,542 | $40.27M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jun 12, 2026 |
| Q4 2023 | 2.85% | 141,939 | $53.37M | Shares increased 11.29%; reported value increased 32.54%, and weight changed +0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jun 12, 2026 |
| Q1 2024 | 2.76% | 142,883 | $60.11M | Shares increased 0.67%; reported value increased 12.63%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jun 12, 2026 |
| Q2 2024 | 2.74% | 152,781 | $68.29M | Shares increased 6.93%; reported value increased 13.59%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jun 12, 2026 |
| Q3 2024 | 2.36% | 149,158 | $64.18M | Shares decreased 2.37%; reported value decreased 6.01%, and weight changed -0.38 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jun 12, 2026 |
| Q4 2024 | 2.24% | 159,885 | $67.39M | Shares increased 7.19%; reported value increased 5.00%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jun 12, 2026 |
| Q1 2025 | 2.05% | 158,836 | $59.63M | Shares decreased 0.66%; reported value decreased 11.52%, and weight changed -0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 19, 2026 |
| Q2 2025 | 2.29% | 167,281 | $83.21M | Shares increased 5.32%; reported value increased 39.55%, and weight changed +0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2026 |
| Q3 2025 | 2.12% | 170,473 | $88.30M | Shares increased 1.91%; reported value increased 6.12%, and weight changed -0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2026 |
| Q4 2025 | 1.98% | 183,529 | $88.76M | Shares increased 7.66%; reported value increased 0.52%, and weight changed -0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2026 |
| Q1 2026 | 1.54% | 185,111 | $68.52M | Shares increased 0.86%; reported value decreased 22.80%, and weight changed -0.44 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2026 |
| Q2 2026 | 1.35% | 193,067 | $72.02M | Shares increased 4.30%; reported value increased 5.10%, and weight changed -0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 15, 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.