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Meridian Financial’s Microsoft MSFT Stock Holding History

Meridian Financial’s Portfolio MSFT Stock Details MSFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.81M Buy
7,434
+596
+9% +$276K 1.78% 15
2026
Q2 		$2.55M Buy
6,838
+165
+2% +$66.8K 1.23% 18
2026
Q1 		$2.47M Sell
6,673
-504
-7% -$211K 1.35% 18
2025
Q4 		$3.47M Sell
7,177
-68
-0.9% -$34.1K 1.89% 15
2025
Q3 		$3.75M Buy
7,245
+172
+2% +$87.7K 2.11% 12
2025
Q2 		$3.52M Sell
7,073
-64
-0.9% -$27.8K 2.28% 11
2025
Q1 		$2.68M Sell
7,137
-105
-1% -$42.8K 1.88% 13
2024
Q4 		$3.05M Sell
7,242
-700
-9% -$298K 2.11% 12
2024
Q3 		$3.42M Sell
7,942
-60
-0.7% -$25.6K 2.28% 9
2024
Q2 		$3.58M Sell
8,002
-25
-0.3% -$10.6K 2.59% 8
2024
Q1 		$3.38M Sell
8,027
-160
-2% -$64.8K 2.52% 8
2023
Q4 		$3.08M Buy
8,187
+735
+10% +$262K 2.42% 9
2023
Q3 		$2.35M Buy
7,452
+1,039
+16% +$343K 2.19% 11
2023
Q2 		$2.18M Sell
6,413
-21
-0.3% -$6.58K 1.97% 11
2023
Q1 		$1.85M Buy
6,434
+33
+0.5% +$8.42K 1.8% 14
2022
Q4 		$1.54M Sell
6,401
-163
-2% -$39.1K 1.62% 16
2022
Q3 		$1.53M Buy
6,564
+51
+0.8% +$13.5K 1.78% 12
2022
Q2 		$1.67M Buy
6,513
+104
+2% +$28.2K 1.88% 11
2022
Q1 		$1.98M Sell
6,409
-267
-4% -$80.3K 2.05% 10
2021
Q4 		$2.25M Buy
+6,676
New +$2.16M 2.1% 11

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Meridian Financial's MSFT Position: Q3 2026 in Review

Meridian Financial increased its Microsoft (MSFT) stake by 8.7% in Q3 2026, buying an estimated $276K and bringing the position to 7,434 shares worth $3.81M. The position accounts for 1.78% of the portfolio, ranked #15.

Meridian Financial first reported a position in MSFT in Q4 2021 and has held it in 20 quarters since. 2,898 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Meridian Financial held 7,434 shares of Microsoft worth $3.81M as of Q3 2026.
  • Meridian Financial bought 596 Microsoft shares in Q3 2026, an estimated $276K.
  • Microsoft made up 1.78% of Meridian Financial's portfolio in Q3 2026, its #15 holding.
  • Meridian Financial first reported a position in Microsoft in Q4 2021 and has held it in 20 quarters since.
  • 2,898 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

Based on Meridian Financial's 13F filing for Q3 2026, filed 14 Oct 2026.