Meriwether Wealth & Planning’s Microsoft MSFT Stock Holding History

Meriwether Wealth & Planning’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	$2.17M	Buy	5,809 +174	+3%	+$70.4K	1.07%	18
2026 Q1	$2.09M	Buy	5,635 +672	+14%	+$281K	1.14%	18
2025 Q4	$2.4M	Sell	4,963 -219	-4%	-$110K	1.35%	14
2025 Q3	$2.68M	Sell	5,182 -368	-7%	-$188K	1.56%	14
2025 Q2	$2.76M	Sell	5,550 -300	-5%	-$130K	1.73%	11
2025 Q1	$2.2M	Buy	5,850 +747	+15%	+$305K	1.43%	13
2024 Q4	$2.15M	Buy	+5,103	New	+$2.17M	1.53%	11

Other funds holding MSFT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Meriwether Wealth & Planning's MSFT Position: Q2 2026 in Review

Meriwether Wealth & Planning increased its Microsoft (MSFT) stake by 3.1% in Q2 2026, buying an estimated $70.4K and bringing the position to 5,809 shares worth $2.17M. The position accounts for 1.07% of the portfolio, ranked #18.

Meriwether Wealth & Planning first reported a position in MSFT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.76M in Q2 2025. 1,139 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

Meriwether Wealth & Planning held 5,809 shares of Microsoft worth $2.17M as of Q2 2026.
Meriwether Wealth & Planning bought 174 Microsoft shares in Q2 2026, an estimated $70.4K.
Microsoft made up 1.07% of Meriwether Wealth & Planning's portfolio in Q2 2026, its #18 holding.
Meriwether Wealth & Planning first reported a position in Microsoft in Q4 2024 and has held it in 7 quarters since.
Meriwether Wealth & Planning's Microsoft position peaked at $2.76M in Q2 2025.
1,139 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.