Merited Wealth’s Microsoft MSFT Stock Holding History

Merited Wealth’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	$872K	Sell	2,338 -51	-2%	-$20.6K	0.62%	31
2026 Q1	$884K	Buy	2,389 +32	+1%	+$13.4K	0.73%	36
2025 Q4	$1.14M	Buy	+2,357	New	+$1.18M	1.06%	29

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

Merited Wealth's MSFT Position: Q2 2026 in Review

Merited Wealth reduced its Microsoft (MSFT) stake by 2.1% in Q2 2026, selling an estimated $20.6K and leaving 2,338 shares worth $872K. The position accounts for 0.62% of the portfolio, ranked #31.

Merited Wealth first reported a position in MSFT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.14M in Q4 2025. 6,177 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Merited Wealth held 2,338 shares of Microsoft worth $872K as of Q2 2026.
Merited Wealth sold 51 Microsoft shares in Q2 2026, an estimated $20.6K.
Microsoft made up 0.62% of Merited Wealth's portfolio in Q2 2026, its #31 holding.
Merited Wealth first reported a position in Microsoft in Q4 2025 and has held it in 3 quarters since.
Merited Wealth's Microsoft position peaked at $1.14M in Q4 2025.
6,177 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Merited Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.