Meridian Wealth Management’s Microsoft MSFT Stock Holding History

Meridian Wealth 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	$329K	Hold	1,000	–	–	0.01%	651
2026 Q1	$329K	Buy	+1,000	New	+$418K	0.01%	626

Other funds holding MSFT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Meridian Wealth Management's MSFT Position: Q2 2026 in Review

Meridian Wealth Management reduced its Microsoft (MSFT) stake by 1.7% in Q2 2026, selling an estimated $1.14M and leaving 166,473 shares worth $62.1M. The position accounts for 1.91% of the portfolio, ranked #9.

Meridian Wealth Management first reported a position in MSFT in Q4 2016 and has held it in 38 quarters since. The position peaked at $88.8M in Q3 2023. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Meridian Wealth Management held 166,473 shares of Microsoft worth $62.1M as of Q2 2026.
Meridian Wealth Management sold 2,807 Microsoft shares in Q2 2026, an estimated $1.14M.
Microsoft made up 1.91% of Meridian Wealth Management's portfolio in Q2 2026, its #9 holding.
Meridian Wealth Management first reported a position in Microsoft in Q4 2016 and has held it in 38 quarters since.
Meridian Wealth Management's Microsoft position peaked at $88.8M in Q3 2023.
6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.