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 Q1	$329K	Buy	+1,000	New	+$418K	0.01%	626

Other funds holding MSFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Meridian Wealth Management reduced its Microsoft (MSFT) stake by 0.98% in Q1 2026, selling an estimated $698K and leaving 169,280 shares worth $62.7M. The position accounts for 2.2% of the portfolio, ranked #7.

Meridian Wealth Management first reported a position in MSFT in Q4 2016 and has held it in 37 quarters since. The position peaked at $88.8M in Q3 2023. 6,182 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

Meridian Wealth Management held 169,280 shares of Microsoft worth $62.7M as of Q1 2026.
Meridian Wealth Management sold 1,668 Microsoft shares in Q1 2026, an estimated $698K.
Microsoft made up 2.2% of Meridian Wealth Management's portfolio in Q1 2026, its #7 holding.
Meridian Wealth Management first reported a position in Microsoft in Q4 2016 and has held it in 37 quarters since.
Meridian Wealth Management's Microsoft position peaked at $88.8M in Q3 2023.
6,182 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.