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Position history for Merit Financial Group, LLC's holdings in MICROSOFT CORP

Merit Financial Group, LLC holds 431,780 shares of MSFT (MICROSOFT CORP), worth $159.8M as of 2026-Q1. The position was increased (+17.5% shares). MSFT represents 1.2% of Merit Financial Group, LLC's portfolio.

Current Value

$159.8M

Current Shares

431,780

Total Value Change

+$69.5M

Total Shares Change

+229,602

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
431,780
+17.5%
$159.8M1.2%$403.93
56
2025-Q4
Increased
367,461
+9.8%
$177.7M1.4%$487.48
53
2025-Q3
Increased
334,754
+10.3%
$173.4M1.6%$513.64
53
2025-Q2
Increased
303,473
+21.0%
$151M1.7%$494.20
57
2025-Q1
Increased
250,768
+13.3%
$94.1M1.4%$376.78
53
2024-Q4
Increased
221,381
+22.7%
$93.3M1.7%$421.72
57
2024-Q3
Decreased
180,464
-10.7%
$77.7M1.7%$424.04
0
2024-Q2
Decreased
202,178
-1.7%
$90.4M2.0%$441.99
0

Other major holders of MSFT: VANGUARD GROUP INC, BlackRock, Inc.

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