MICROSOFT CORP · CUSIP 594918104 · CIK 894205
As of 2026-06-30, PROFESSIONAL ADVISORY SERVICES INC reported 92.64K MSFT (shares), valued at $34.56M, or 4.14% of its reported non-derivative portfolio. Filed 2026-07-08.
Verify history & sources →Shares increased 1.24%; reported value increased 2.02%, and weight changed -0.54 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 | 4.14% | 92,639 | SEC filing ↗Filed Jul 8, 2026 |
| Q1 2026 | 4.68% | 91,505 | SEC filing ↗Filed Apr 15, 2026 |
| Q4 2025 | 5.00% | 79,727 | SEC filing ↗Filed Jan 12, 2026 |
| Q3 2025 | 5.27% | 78,154 | SEC filing ↗Filed Oct 29, 2025 |
| Q2 2025 | 5.32% | 78,910 | SEC filing ↗Filed Jul 11, 2025 |
| Q1 2025 | 4.95% | 94,197 | SEC filing ↗Filed Apr 14, 2025 |
| Q4 2024 | 5.12% | 88,000 | SEC filing ↗Filed Jan 15, 2025 |
| Q3 2024 | 5.15% | 91,155 | SEC filing ↗Filed Oct 17, 2024 |
| Q2 2024 | 5.00% | 81,904 | SEC filing ↗Filed Jul 10, 2024 |
| Q1 2024 | 4.69% | 82,199 | SEC filing ↗Filed Apr 22, 2024 |
| Q4 2023 | 4.31% | 80,262 | SEC filing ↗Filed Jan 10, 2024 |
| Q3 2023 | 4.37% | 84,151 | SEC filing ↗Filed Oct 10, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 4.37% | 84,151 | $26.57M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 10, 2023 |
| Q4 2023 | 4.31% | 80,262 | $30.18M | Shares decreased 4.62%; reported value increased 13.59%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 10, 2024 |
| Q1 2024 | 4.69% | 82,199 | $34.58M | Shares increased 2.41%; reported value increased 14.58%, and weight changed +0.38 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 22, 2024 |
| Q2 2024 | 5.00% | 81,904 | $36.61M | Shares decreased 0.36%; reported value increased 5.85%, and weight changed +0.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 10, 2024 |
| Q3 2024 | 5.15% | 91,155 | $39.22M | Shares increased 11.29%; reported value increased 7.15%, and weight changed +0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 17, 2024 |
| Q4 2024 | 5.12% | 88,000 | $37.09M | Shares decreased 3.46%; reported value decreased 5.44%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 15, 2025 |
| Q1 2025 | 4.95% | 94,197 | $35.36M | Shares increased 7.04%; reported value decreased 4.67%, and weight changed -0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 14, 2025 |
| Q2 2025 | 5.32% | 78,910 | $39.25M | Shares decreased 16.23%; reported value increased 11.00%, and weight changed +0.37 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 11, 2025 |
| Q3 2025 | 5.27% | 78,154 | $40.48M | Shares decreased 0.96%; reported value increased 3.13%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 29, 2025 |
| Q4 2025 | 5.00% | 79,727 | $38.56M | Shares increased 2.01%; reported value decreased 4.75%, and weight changed -0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 12, 2026 |
| Q1 2026 | 4.68% | 91,505 | $33.87M | Shares increased 14.77%; reported value decreased 12.15%, and weight changed -0.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 15, 2026 |
| Q2 2026 | 4.14% | 92,639 | $34.56M | Shares increased 1.24%; reported value increased 2.02%, and weight changed -0.54 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 8, 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.