Merit Financial Group, LLC / MSFT
Merit Financial Group, LLC’s Microsoft Corp Position
Does Merit Financial Group, LLC own Microsoft Corp (MSFT)? Yes — 431.8K shares worth $160M (+1.19% of its 13F portfolio) as of Q1 2026, up from 367.5K shares the prior filed quarter.
Position Value
$160M
Q1 2026
Shares
431.8K
% of Portfolio
+1.19%
Quarters Held
30
currently held
Position History MSFT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 431.8K | $160M | +1.19% |
| Q4 2025 | 367.5K | $178M | +1.43% |
| Q3 2025 | 334.8K | $173M | +1.59% |
| Q2 2025 | 303.5K | $151M | +1.68% |
| Q1 2025 | 250.8K | $94M | +1.41% |
| Q4 2024 | 221.4K | $93M | +1.68% |
| Q3 2024 | 180.5K | $78M | +1.74% |
| Q2 2024 | 202.2K | $90M | +1.99% |
| Q1 2024 | 205.7K | $84M | +1.99% |
| Q4 2023 | 117.3K | $44M | +1.34% |
| Q3 2023 | 156.5K | $49M | +1.62% |
| Q2 2023 | 151.8K | $52M | +1.67% |
| Q1 2023 | 146.4K | $42M | +1.53% |
| Q4 2022 | 141.9K | $34M | +1.23% |
| Q3 2022 | 94.0K | $22M | +0.95% |
| Q2 2022 | 112.4K | $29M | +0.89% |
| Q1 2022 | 25.2K | $8M | +0.47% |
| Q4 2021 | 21.2K | $7M | +0.70% |
| Q3 2021 | 22.3K | $6M | +0.66% |
| Q2 2021 | 21.2K | $6M | +0.54% |
| Q1 2021 | 19.3K | $5M | +0.48% |
| Q4 2020 | 18.9K | $4M | +0.41% |
| Q3 2020 | 21.8K | $5M | +0.42% |
| Q2 2020 | 20.5K | $4M | +0.41% |
| Q1 2020 | 18.6K | $3M | +0.33% |
| Q4 2019 | 16.5K | $3M | +0.23% |
| Q3 2019 | 11.7K | $2M | +0.18% |
| Q2 2019 | 6.1K | $815,000 | +0.10% |
| Q1 2019 | 5.8K | $686,000 | +0.08% |
| Q4 2018 | 5.7K | $583,000 | +0.09% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Merit Financial Group, LLC’s full portfolio or all institutional holders of MSFT.