MICROSOFT CORP · CUSIP 594918104 · CIK 895421
As of 2026-06-30, MORGAN STANLEY reported 127.67M MSFT (shares), valued at $47.63B, or 2.52% of its reported non-derivative portfolio. Filed 2026-08-13.
Verify history & sources →Shares increased 2.24%; reported value increased 3.02%, and weight changed -0.27 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 | 2.52% | 127,674,661 | SEC filing ↗Filed Aug 13, 2026Combination report |
| Q1 2026 | 2.79% | 124,881,288 | SEC filing ↗Filed May 15, 2026Combination report |
| Q4 2025 | 3.50% | 121,220,561 | SEC filing ↗Filed May 27, 2026AmendedCombination report |
| Q3 2025 | 3.77% | 120,240,122 | SEC filing ↗Filed May 27, 2026AmendedCombination report |
| Q2 2025 | 3.86% | 119,097,822 | SEC filing ↗Filed Aug 14, 2025Combination report |
| Q1 2025 | 3.32% | 123,846,555 | SEC filing ↗Filed May 15, 2025Combination report |
| Q4 2024 | 3.71% | 125,501,255 | SEC filing ↗Filed May 15, 2025AmendedCombination report |
| Q3 2024 | 3.87% | 124,043,907 | SEC filing ↗Filed May 14, 2025AmendedCombination report |
| Q2 2024 | 4.25% | 122,759,769 | SEC filing ↗Filed May 14, 2025AmendedCombination report |
| Q1 2024 | 4.12% | 122,187,118 | SEC filing ↗Filed Oct 17, 2024Amended |
| Q4 2023 | 4.11% | 123,945,835 | SEC filing ↗Filed Aug 16, 2024AmendedCombination report |
| Q3 2023 | 3.95% | 123,130,465 | SEC filing ↗Filed Nov 15, 2023Combination report |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 3.95% | 123,130,465 | $38.88B | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 15, 2023 |
| Q4 2023 | 4.11% | 123,945,835 | $46.61B | Shares increased 0.66%; reported value increased 19.88%, and weight changed +0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 16, 2024 |
| Q1 2024 | 4.12% | 122,187,118 | $51.41B | Shares decreased 1.42%; reported value increased 10.29%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 17, 2024 |
| Q2 2024 | 4.25% | 122,759,769 | $54.87B | Shares increased 0.47%; reported value increased 6.73%, and weight changed +0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2025 |
| Q3 2024 | 3.87% | 124,043,907 | $53.38B | Shares increased 1.05%; reported value decreased 2.72%, and weight changed -0.38 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2025 |
| Q4 2024 | 3.71% | 125,501,255 | $52.90B | Shares increased 1.17%; reported value decreased 0.89%, and weight changed -0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2025 |
| Q1 2025 | 3.32% | 123,846,555 | $46.49B | Shares decreased 1.32%; reported value decreased 12.11%, and weight changed -0.39 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2025 |
| Q2 2025 | 3.86% | 119,097,822 | $59.24B | Shares decreased 3.83%; reported value increased 27.42%, and weight changed +0.54 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2025 |
| Q3 2025 | 3.77% | 120,240,122 | $62.28B | Shares increased 0.96%; reported value increased 5.13%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 27, 2026 |
| Q4 2025 | 3.50% | 121,220,561 | $58.62B | Shares increased 0.82%; reported value decreased 5.87%, and weight changed -0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 27, 2026 |
| Q1 2026 | 2.79% | 124,881,288 | $46.23B | Shares increased 3.02%; reported value decreased 21.15%, and weight changed -0.71 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2026 |
| Q2 2026 | 2.52% | 127,674,661 | $47.63B | Shares increased 2.24%; reported value increased 3.02%, and weight changed -0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2026 |
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