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Meridiem Investment Management’s Microsoft MSFT Stock Holding History

Meridiem Investment 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 		$178M Sell
477,149
-169,634
-26% -$68.6M 4.77% 11
2026
Q1 		$239M Sell
646,783
-31,025
-5% -$13M 6.11% 6
2025
Q4 		$328M Sell
677,808
-98,495
-13% -$49.4M 6.92% 3
2025
Q3 		$402M Sell
776,303
-5,804
-0.7% -$2.96M 7.7% 1
2025
Q2 		$389M Buy
782,107
+2,646
+0.3% +$1.15M 7.07% 1
2025
Q1 		$292M Buy
779,461
+20,905
+3% +$8.52M 5.35% 8
2024
Q4 		$320M Sell
758,556
-12,756
-2% -$5.43M 5.72% 4
2024
Q3 		$332M Buy
771,312
+533
+0.1% +$228K 5.9% 5
2024
Q2 		$344M Buy
770,779
+24,393
+3% +$10.3M 6.47% 2
2024
Q1 		$314M Buy
746,386
+7,506
+1% +$3.04M 6.15% 4
2023
Q4 		$278M Buy
738,880
+90,750
+14% +$32.3M 5.99% 2
2023
Q3 		$205M Sell
648,130
-1,514
-0.2% -$500K 5.48% 5
2023
Q2 		$221M Sell
649,644
-87,771
-12% -$27.5M 5.7% 3
2023
Q1 		$213M Buy
737,415
+7,726
+1% +$1.97M 5.98% 2
2022
Q4 		$175M Buy
729,689
+13,960
+2% +$3.35M 5.43% 7
2022
Q3 		$167M Sell
715,729
-81,233
-10% -$21.4M 5.64% 7
2022
Q2 		$205M Buy
796,962
+106,313
+15% +$28.9M 5.63% 5
2022
Q1 		$213M Buy
690,649
+108,079
+19% +$32.5M 6.02% 3
2021
Q4 		$196M Sell
582,570
-123,748
-18% -$40.1M 5.91% 6
2021
Q3 		$199M Sell
706,318
-55,274
-7% -$16.1M 6.73% 3
2021
Q2 		$206M Buy
761,592
+11,458
+2% +$2.91M 7.48% 2
2021
Q1 		$177M Buy
750,134
+8,314
+1% +$1.93M 7.11% 2
2020
Q4 		$165M Buy
+741,820
New +$160M 8.63% 2

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

Meridiem Investment Management's MSFT Position: Q2 2026 in Review

Meridiem Investment Management reduced its Microsoft (MSFT) stake by 26% in Q2 2026, selling an estimated $68.6M and leaving 477,149 shares worth $178M. The position accounts for 4.77% of the portfolio, ranked #11.

Meridiem Investment Management first reported a position in MSFT in Q4 2020 and has held it in 23 quarters since. The position peaked at $402M in Q3 2025. 6,187 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • Meridiem Investment Management held 477,149 shares of Microsoft worth $178M as of Q2 2026.
  • Meridiem Investment Management sold 169,634 Microsoft shares in Q2 2026, an estimated $68.6M.
  • Microsoft made up 4.77% of Meridiem Investment Management's portfolio in Q2 2026, its #11 holding.
  • Meridiem Investment Management first reported a position in Microsoft in Q4 2020 and has held it in 23 quarters since.
  • Meridiem Investment Management's Microsoft position peaked at $402M in Q3 2025.
  • 6,187 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Meridiem Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.