SEC 13F Intelligence

Meridian Wealth Management, LLC / MSFT

Meridian Wealth Management, LLC’s Microsoft Corp Position

Does Meridian Wealth Management, LLC own Microsoft Corp (MSFT)? Yes — 169.3K shares worth $63M (+2.20% of its 13F portfolio) as of Q1 2026, down from 170.9K shares the prior filed quarter.

Position Value
$63M
Q1 2026
Shares
169.3K
% of Portfolio
+2.20%
Quarters Held
29
currently held

Position History MSFT

Reported value by quarter
Q4 ’18: $4MQ4 ’18Q1 ’19: $48MQ2 ’19: $54MQ3 ’19: $6MQ4 ’19: $7MQ4 ’19Q1 ’20: $11MQ2 ’20: $17MQ3 ’20: $19MQ4 ’20: $22MQ4 ’20Q1 ’21: $23MQ2 ’21: $28MQ3 ’21: $30MQ4 ’21: $36MQ4 ’21Q1 ’22: $33MQ2 ’22: $42MQ3 ’22: $29MQ4 ’22: $32MQ4 ’22Q1 ’23: $40MQ2 ’23: $46MQ3 ’23: $89MQ4 ’23: $61MQ4 ’23Q1 ’24: $67MQ3 ’24: $74MQ4 ’24: $73MQ1 ’25: $61MQ1 ’25Q2 ’25: $80MQ3 ’25: $85MQ4 ’25: $83MQ1 ’26: $63MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026169.3K$63M+2.20%
Q4 2025170.9K$83M+2.91%
Q3 2025164.2K$85M+3.26%
Q2 2025161.2K$80M+3.42%
Q1 2025161.3K$61M+2.93%
Q4 2024173.8K$73M+3.46%
Q3 2024171.1K$74M+3.62%
Q1 2024160.6K$67M+11.23%
Q4 2023161.0K$61M+3.86%
Q3 2023281.1K$89M+5.44%
Q2 2023133.8K$46M+3.84%
Q1 2023138.2K$40M+3.48%
Q4 2022133.5K$32M+3.14%
Q3 2022125.7K$29M+3.15%
Q2 2022162.7K$42M+3.42%
Q1 2022107.2K$33M+3.61%
Q4 2021106.4K$36M+3.82%
Q3 2021104.8K$30M+3.65%
Q2 2021102.7K$28M+3.55%
Q1 202199.3K$23M+3.41%
Q4 202097.4K$22M+3.44%
Q3 202092.0K$19M+4.75%
Q2 202082.6K$17M+5.63%
Q1 202072.3K$11M+5.05%
Q4 201943.6K$7M+3.31%
Q3 201942.0K$6M+2.75%
Q2 201940.4K$54M+2.19%
Q1 201940.6K$48M+1.99%
Q4 201840.5K$4M+2.42%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Meridian Wealth Management, LLC’s full portfolio or all institutional holders of MSFT.