Merriman Wealth Management, LLC / MSFT
Merriman Wealth Management, LLC’s Microsoft Corp Position
Does Merriman Wealth Management, LLC own Microsoft Corp (MSFT)? Yes — 92.2K shares worth $39M (+1.62% of its 13F portfolio) as of Q4 2024, up from 91.2K shares the prior filed quarter.
Position Value
$39M
Q4 2024
Shares
92.2K
% of Portfolio
+1.62%
Quarters Held
25
currently held
Position History MSFT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2024 | 92.2K | $39M | +1.62% |
| Q3 2024 | 91.2K | $39M | +1.59% |
| Q2 2024 | 81.3K | $36M | +1.59% |
| Q1 2024 | 82.6K | $35M | +1.55% |
| Q4 2023 | 82.2K | $31M | +1.50% |
| Q3 2023 | 79.6K | $25M | +1.30% |
| Q2 2023 | 77.8K | $26M | +1.31% |
| Q1 2023 | 88.2K | $25M | +1.31% |
| Q4 2022 | 96.2K | $23M | +1.18% |
| Q3 2022 | 141.6K | $33M | +2.16% |
| Q2 2022 | 147.1K | $38M | +2.66% |
| Q1 2022 | 165.3K | $51M | +4.18% |
| Q4 2021 | 166.6K | $56M | +4.09% |
| Q3 2021 | 221.0K | $62M | +5.18% |
| Q2 2021 | 218.9K | $59M | +5.09% |
| Q1 2021 | 185.5K | $44M | +5.00% |
| Q4 2020 | 460.6K | $102M | +10.99% |
| Q3 2020 | 177.4K | $37M | +5.58% |
| Q2 2020 | 179.2K | $36M | +5.80% |
| Q1 2020 | 481.3K | $76M | +16.51% |
| Q4 2019 | 489.9K | $77M | +14.89% |
| Q3 2019 | 506.8K | $70M | +14.25% |
| Q2 2019 | 500.5K | $679M | +13.09% |
| Q1 2019 | 504.9K | $60M | +11.28% |
| Q4 2018 | 535.9K | $55M | +11.80% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Merriman Wealth Management, LLC’s full portfolio or all institutional holders of MSFT.