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Meridian Wealth Advisors’s Microsoft MSFT Stock Holding History

Meridian Wealth Advisors’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
Q1 		$21.1M Buy
57,135
+2,083
+4% +$872K 2.8% 7
2025
Q4 		$26.6M Sell
55,052
-2,522
-4% -$1.26M 3.69% 4
2025
Q3 		$29.8M Buy
57,574
+1,163
+2% +$593K 4.23% 4
2025
Q2 		$28.1M Buy
56,411
+563
+1% +$244K 4.44% 5
2025
Q1 		$21M Buy
55,848
+938
+2% +$382K 3.56% 6
2024
Q4 		$23.1M Buy
54,910
+2,014
+4% +$858K 3.82% 6
2024
Q3 		$22.8M Sell
52,896
-566
-1% -$242K 3.81% 4
2024
Q2 		$23.9M Buy
53,462
+373
+0.7% +$158K 4.26% 4
2024
Q1 		$22.3M Buy
53,089
+610
+1% +$247K 4.2% 4
2023
Q4 		$19.7M Buy
52,479
+738
+1% +$263K 4.32% 5
2023
Q3 		$16.3M Buy
51,741
+259
+0.5% +$85.6K 4.08% 4
2023
Q2 		$17.5M Sell
51,482
-6,215
-11% -$1.95M 4.24% 4
2023
Q1 		$16.6M Buy
57,697
+510
+0.9% +$130K 4.16% 4
2022
Q4 		$13.7M Buy
57,187
+110
+0.2% +$26.4K 3.53% 4
2022
Q3 		$13.3M Sell
57,077
-959
-2% -$253K 3.74% 5
2022
Q2 		$14.9M Buy
58,036
+1,085
+2% +$294K 3.96% 4
2022
Q1 		$17.6M Buy
56,951
+2,871
+5% +$864K 4.07% 4
2021
Q4 		$18.2M Buy
54,080
+321
+0.6% +$104K 4.42% 4
2021
Q3 		$15.2M Sell
53,759
-174
-0.3% -$50.6K 4.22% 4
2021
Q2 		$14.6M Buy
53,933
+2,375
+5% +$604K 4.14% 4
2021
Q1 		$12.2M Sell
51,558
-1,733
-3% -$402K 4.04% 4
2020
Q4 		$11.9M Sell
53,291
-798
-1% -$172K 4.32% 5
2020
Q3 		$11.4M Buy
54,089
+1,944
+4% +$408K 4.89% 2
2020
Q2 		$10.6M Sell
52,145
-192
-0.4% -$34.9K 4.9% 4
2020
Q1 		$8.25M Buy
52,337
+1,298
+3% +$213K 4.56% 5
2019
Q4 		$8.05M Sell
51,039
-818
-2% -$120K 3.17% 6
2019
Q3 		$7.21M Buy
51,857
+15,887
+44% +$2.18M 3.09% 6
2019
Q2 		$4.89M Sell
35,970
-203
-0.6% -$25.8K 3.41% 6
2019
Q1 		$4.27M Buy
36,173
+982
+3% +$107K 3.11% 7
2018
Q4 		$3.57M Buy
+35,191
New +$3.77M 2.74% 4

Other funds holding MSFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Meridian Wealth Advisors's MSFT Position: Q1 2026 in Review

Meridian Wealth Advisors increased its Microsoft (MSFT) stake by 3.8% in Q1 2026, buying an estimated $872K and bringing the position to 57,135 shares worth $21.1M. The position accounts for 2.8% of the portfolio, ranked #7.

Meridian Wealth Advisors first reported a position in MSFT in Q4 2018 and has held it in 30 quarters since. The position peaked at $29.8M in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Meridian Wealth Advisors held 57,135 shares of Microsoft worth $21.1M as of Q1 2026.
  • Meridian Wealth Advisors bought 2,083 Microsoft shares in Q1 2026, an estimated $872K.
  • Microsoft made up 2.8% of Meridian Wealth Advisors's portfolio in Q1 2026, its #7 holding.
  • Meridian Wealth Advisors first reported a position in Microsoft in Q4 2018 and has held it in 30 quarters since.
  • Meridian Wealth Advisors's Microsoft position peaked at $29.8M in Q3 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Meridian Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.