Merit Financial Group’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 | $194M | Buy |
520,765
+88,985
| +21% | +$36M | 1.19% | 14 |
|
|
2026
Q1 | $160M | Buy |
431,780
+64,319
| +18% | +$26.9M | 1.19% | 16 |
|
|
2025
Q4 | $178M | Buy |
367,461
+32,705
| +10% | +$16.4M | 1.43% | 11 |
|
|
2025
Q3 | $173M | Buy |
334,756
+31,283
| +10% | +$16M | 1.59% | 9 |
|
|
2025
Q2 | $151M | Buy |
303,473
+52,705
| +21% | +$22.9M | 1.68% | 11 |
|
|
2025
Q1 | $94.1M | Buy |
250,768
+29,387
| +13% | +$12M | 1.41% | 13 |
|
|
2024
Q4 | $93.3M | Buy |
221,381
+40,917
| +23% | +$17.4M | 1.68% | 11 |
|
|
2024
Q3 | $77.7M | Sell |
180,464
-21,714
| -11% | -$9.28M | 1.74% | 11 |
|
|
2024
Q2 | $90.4M | Sell |
202,178
-3,485
| -2% | -$1.47M | 1.99% | 9 |
|
|
2024
Q1 | $83.6M | Buy |
205,663
+88,376
| +75% | +$35.8M | 1.99% | 9 |
|
|
2023
Q4 | $44.1M | Sell |
117,287
-39,235
| -25% | -$14M | 1.34% | 13 |
|
|
2023
Q3 | $49.4M | Buy |
156,522
+4,696
| +3% | +$1.55M | 1.62% | 12 |
|
|
2023
Q2 | $51.7M | Buy |
151,826
+5,453
| +4% | +$1.71M | 1.67% | 12 |
|
|
2023
Q1 | $42.2M | Buy |
146,373
+4,460
| +3% | +$1.14M | 1.53% | 11 |
|
|
2022
Q4 | $34M | Buy |
141,913
+47,864
| +51% | +$11.5M | 1.23% | 13 |
|
|
2022
Q3 | $21.9M | Sell |
94,049
-18,353
| -16% | -$4.85M | 0.95% | 15 |
|
|
2022
Q2 | $28.9M | Buy |
112,402
+87,203
| +346% | +$23.7M | 0.89% | 21 |
|
|
2022
Q1 | $7.77M | Buy |
25,199
+3,950
| +19% | +$1.19M | 0.47% | 34 |
|
|
2021
Q4 | $7.15M | Sell |
21,249
-1,036
| -5% | -$336K | 0.7% | 17 |
|
|
2021
Q3 | $6.28M | Buy |
22,285
+1,120
| +5% | +$326K | 0.66% | 16 |
|
|
2021
Q2 | $5.73M | Buy |
21,165
+1,834
| +9% | +$466K | 0.54% | 18 |
|
|
2021
Q1 | $4.56M | Buy |
19,331
+412
| +2% | +$95.6K | 0.48% | 20 |
|
|
2020
Q4 | $4.21M | Sell |
18,919
-2,834
| -13% | -$609K | 0.41% | 20 |
|
|
2020
Q3 | $4.58M | Buy |
21,753
+1,263
| +6% | +$265K | 0.42% | 17 |
|
|
2020
Q2 | $4.17M | Buy |
20,490
+1,871
| +10% | +$340K | 0.41% | 15 |
|
|
2020
Q1 | $2.94M | Buy |
18,619
+2,114
| +13% | +$348K | 0.33% | 21 |
|
|
2019
Q4 | $2.6M | Buy |
16,505
+4,791
| +41% | +$704K | 0.23% | 31 |
|
|
2019
Q3 | $1.63M | Buy |
11,714
+5,627
| +92% | +$774K | 0.18% | 31 |
|
|
2019
Q2 | $815K | Buy |
6,087
+265
| +5% | +$33.6K | 0.1% | 37 |
|
|
2019
Q1 | $686K | Buy |
5,822
+82
| +1% | +$8.95K | 0.08% | 43 |
|
|
2018
Q4 | $583K | Buy |
5,740
+335
| +6% | +$35.9K | 0.09% | 43 |
|
|
2018
Q3 | $618K | Buy |
5,405
+314
| +6% | +$34K | 0.1% | 45 |
|
|
2018
Q2 | $502K | Sell |
5,091
-17
| -0.3% | -$1.65K | 0.09% | 51 |
|
|
2018
Q1 | $466K | Buy |
5,108
+2,726
| +114% | +$249K | 0.09% | 46 |
|
|
2017
Q4 | $203K | Buy |
+2,382
| New | +$195K | 0.04% | 105 |
|
Other funds holding MSFT
UBP
LMFP
PAM
CRM
FWIA
Merit Financial Group's MSFT Position: Q2 2026 in Review
Merit Financial Group increased its Microsoft (MSFT) stake by 21% in Q2 2026, buying an estimated $36M and bringing the position to 520,765 shares worth $194M. The position accounts for 1.19% of the portfolio, ranked #14.
Merit Financial Group first reported a position in MSFT in Q4 2017 and has held it in 35 quarters since. 1,139 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.
- Merit Financial Group held 520,765 shares of Microsoft worth $194M as of Q2 2026.
- Merit Financial Group bought 88,985 Microsoft shares in Q2 2026, an estimated $36M.
- Microsoft made up 1.19% of Merit Financial Group's portfolio in Q2 2026, its #14 holding.
- Merit Financial Group first reported a position in Microsoft in Q4 2017 and has held it in 35 quarters since.
- 1,139 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.
Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.