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Meridian Wealth Partners’s Microsoft MSFT Stock Holding History

Meridian Wealth Partners’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 		$2.78M Buy
7,447
+254
+4% +$103K 0.34% 26
2026
Q1 		$2.66M Buy
7,193
+325
+5% +$136K 0.37% 25
2025
Q4 		$3.32M Sell
6,868
-227
-3% -$114K 0.46% 25
2025
Q3 		$3.67M Sell
7,095
-722
-9% -$368K 0.51% 26
2025
Q2 		$3.89M Buy
7,817
+772
+11% +$335K 0.56% 26
2025
Q1 		$2.64M Sell
7,045
-501
-7% -$204K 0.42% 25
2024
Q4 		$3.18M Buy
7,546
+79
+1% +$33.6K 0.48% 25
2024
Q3 		$3.21M Sell
7,467
-279
-4% -$119K 0.5% 24
2024
Q2 		$3.46M Buy
7,746
+505
+7% +$213K 0.61% 22
2024
Q1 		$3.05M Buy
7,241
+47
+0.7% +$19K 0.55% 22
2023
Q4 		$2.71M Buy
7,194
+138
+2% +$49.1K 0.52% 23
2023
Q3 		$2.23M Sell
7,056
-49
-0.7% -$16.2K 0.46% 22
2023
Q2 		$2.42M Buy
7,105
+1,074
+18% +$337K 0.5% 21
2023
Q1 		$1.74M Buy
6,031
+676
+13% +$172K 0.38% 24
2022
Q4 		$1.28M Buy
5,355
+84
+2% +$20.2K 0.3% 28
2022
Q3 		$1.23M Buy
5,271
+644
+14% +$170K 0.31% 27
2022
Q2 		$1.19M Buy
4,627
+40
+0.9% +$10.9K 0.28% 27
2022
Q1 		$1.42M Buy
4,587
+456
+11% +$137K 0.3% 28
2021
Q4 		$1.39M Buy
4,131
+432
+12% +$140K 0.28% 28
2021
Q3 		$1.04M Sell
3,699
-549
-13% -$160K 0.23% 32
2021
Q2 		$1.15M Buy
4,248
+108
+3% +$27.5K 0.27% 27
2021
Q1 		$977K Buy
4,140
+107
+3% +$24.8K 0.29% 29
2020
Q4 		$897K Buy
4,033
+31
+0.8% +$6.67K 0.37% 24
2020
Q3 		$842K Buy
4,002
+154
+4% +$32.3K 0.42% 22
2020
Q2 		$783K Sell
3,848
-19
-0.5% -$3.45K 0.42% 22
2020
Q1 		$610K Buy
3,867
+120
+3% +$19.7K 0.36% 27
2019
Q4 		$591K Buy
+3,747
New +$550K 0.37% 28

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 Wealth Partners's MSFT Position: Q2 2026 in Review

Meridian Wealth Partners increased its Microsoft (MSFT) stake by 3.5% in Q2 2026, buying an estimated $103K and bringing the position to 7,447 shares worth $2.78M. The position accounts for 0.34% of the portfolio, ranked #26.

Meridian Wealth Partners first reported a position in MSFT in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.89M in Q2 2025. 6,221 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Meridian Wealth Partners held 7,447 shares of Microsoft worth $2.78M as of Q2 2026.
  • Meridian Wealth Partners bought 254 Microsoft shares in Q2 2026, an estimated $103K.
  • Microsoft made up 0.34% of Meridian Wealth Partners's portfolio in Q2 2026, its #26 holding.
  • Meridian Wealth Partners first reported a position in Microsoft in Q4 2019 and has held it in 27 quarters since.
  • Meridian Wealth Partners's Microsoft position peaked at $3.89M in Q2 2025.
  • 6,221 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Meridian Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.