Meridian Wealth Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $22M | Buy |
58,941
+1,806
| +3% | +$731K | 2.5% | 9 |
|
|
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
Meridian Wealth Advisors's MSFT Position: Q2 2026 in Review
Meridian Wealth Advisors increased its Microsoft (MSFT) stake by 3.2% in Q2 2026, buying an estimated $731K and bringing the position to 58,941 shares worth $22M. The position accounts for 2.5% of the portfolio, ranked #9.
Meridian Wealth Advisors first reported a position in MSFT in Q4 2018 and has held it in 31 quarters since. The position peaked at $29.8M in Q3 2025. 6,238 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Meridian Wealth Advisors held 58,941 shares of Microsoft worth $22M as of Q2 2026.
- Meridian Wealth Advisors bought 1,806 Microsoft shares in Q2 2026, an estimated $731K.
- Microsoft made up 2.5% of Meridian Wealth Advisors's portfolio in Q2 2026, its #9 holding.
- Meridian Wealth Advisors first reported a position in Microsoft in Q4 2018 and has held it in 31 quarters since.
- Meridian Wealth Advisors's Microsoft position peaked at $29.8M in Q3 2025.
- 6,238 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Meridian Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.