MM
MSFT icon

Meridian Management’s Microsoft MSFT Stock Holding History

Meridian Management’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
Q2 		$6.01M Buy
16,106
+9,483
+143% +$3.84M 1.35% 22
2026
Q1 		$2.45M Buy
6,623
+6,087
+1,136% +$2.55M 0.61% 43
2025
Q4 		$259K Sell
536
-75
-12% -$37.6K 0.06% 74
2025
Q3 		$316K Hold
611
– – 0.08% 69
2025
Q2 		$326K Sell
611
-386
-39% -$168K 0.09% 65
2025
Q1 		$374K Sell
997
-1,524
-60% -$621K 0.12% 57
2024
Q4 		$1.06M Buy
2,521
+161
+7% +$68.6K 0.28% 48
2024
Q3 		$1.02M Buy
2,360
+163
+7% +$69.7K 0.26% 49
2024
Q2 		$982K Buy
2,197
+112
+5% +$47.3K 0.27% 50
2024
Q1 		$877K Buy
2,085
+6
+0.3% +$2.43K 0.24% 55
2023
Q4 		$874K Buy
2,079
+132
+7% +$47K 0.25% 51
2023
Q3 		$615K Buy
1,947
+420
+28% +$139K 0.2% 59
2023
Q2 		$520K Buy
1,527
+203
+15% +$63.6K 0.16% 63
2023
Q1 		$382K Buy
+1,324
New +$338K 0.13% 67
2022
Q2 		– Sell
-1,212
Closed -$374K – 82
2022
Q1 		$374K Hold
1,212
– – 0.12% 68
2021
Q4 		$408K Buy
1,212
+20
+2% +$6.48K 0.12% 66
2021
Q3 		$336K Hold
1,192
– – 0.1% 69
2021
Q2 		$323K Buy
1,192
+101
+9% +$25.7K 0.1% 73
2021
Q1 		$257K Sell
1,091
-20
-2% -$4.64K 0.08% 74
2020
Q4 		$247K Sell
1,111
-529
-32% -$114K 0.08% 74
2020
Q3 		$345K Buy
1,640
+549
+50% +$115K 0.13% 60
2020
Q2 		$222K Buy
+1,091
New +$198K 0.09% 70

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Meridian Management's MSFT Position: Q2 2026 in Review

Meridian Management increased its Microsoft (MSFT) stake by 143% in Q2 2026, buying an estimated $3.84M and bringing the position to 16,106 shares worth $6.01M. The position accounts for 1.35% of the portfolio, ranked #22.

Meridian Management first reported a position in MSFT in Q2 2020 and has held it in 22 quarters since. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Meridian Management held 16,106 shares of Microsoft worth $6.01M as of Q2 2026.
  • Meridian Management bought 9,483 Microsoft shares in Q2 2026, an estimated $3.84M.
  • Microsoft made up 1.35% of Meridian Management's portfolio in Q2 2026, its #22 holding.
  • Meridian Management first reported a position in Microsoft in Q2 2020 and has held it in 22 quarters since.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Meridian Management's 13F filing for Q2 2026, filed 4 Aug 2026.