How many shares of MSFT does Merit Financial Group, LLC own?

As of 2026-Q2, Merit Financial Group, LLC holds 520,766 shares of MSFT (MICROSOFT CORP).

What is Merit Financial Group, LLC's MSFT position worth?

As of 2026-Q2, Merit Financial Group, LLC's MSFT position is worth $194.3M.

Is Merit Financial Group, LLC buying or selling MSFT?

In 2026-Q2, Merit Financial Group, LLC increased their MSFT position (+20.6% change in shares).

When did Merit Financial Group, LLC first buy MSFT?

Based on available 13F filings, Merit Financial Group, LLC first reported a position in MSFT in 2019-Q1. They have held the position across 30 quarters.

Back to MF Merit Financial Group, LLC

MSFT
30 quarters

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

Current Value

$194.3M

Current Shares

520,766

Total Value Change

+$193.6M

Total Shares Change

+514,944

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	520,766	+20.6%	$194.3M	1.2%	$372.32	57
2026-Q1	Increased	431,780	+17.5%	$159.8M	1.2%	$368.68	56
2025-Q4	Increased	367,461	+9.8%	$177.7M	1.4%	$480.57	53
2025-Q3	Increased	334,756	+10.3%	$173.4M	1.6%	$513.72	53
2025-Q2	Increased	303,473	+21.0%	$151M	1.7%	$492.54	57
2025-Q1	Increased	250,768	+13.3%	$94.1M	1.4%	$371.03	53
2024-Q4	Increased	221,381	+22.7%	$93.3M	1.7%	$415.78	57
2024-Q3	Decreased	180,464	-10.7%	$77.7M	1.7%	$423.61	0
2024-Q2	Decreased	202,178	-1.7%	$90.4M	2.0%	$439.21	0
2024-Q1	Increased	205,663	+75.3%	$83.6M	2.0%	$412.69	71
2023-Q4	Decreased	117,287	-25.1%	$44.1M	1.3%	$368.18	0
2023-Q3	Increased	156,522	+3.1%	$49.4M	1.6%	$308.52	48
2023-Q2	Increased	151,826	+3.7%	$51.7M	1.7%	$332.04	48
2023-Q1	Increased	146,373	+3.1%	$42.2M	1.5%	$280.49	47
2022-Q4	Increased	141,913	+50.9%	$34M	1.2%	$232.74	63
2022-Q3	Decreased	94,049	-16.3%	$21.9M	1.0%	$225.39	0
2022-Q2	Increased	112,402	+346.1%	$28.9M	0.9%	$248.02	65
2022-Q1	Increased	25,199	+18.6%	$7.8M	0.5%	$297.05	39
2021-Q4	Decreased	21,249	-4.7%	$7.1M	0.7%	$323.37	0
2021-Q3	Increased	22,285	+5.3%	$6.3M	0.7%	$270.57	40
2021-Q2	Increased	21,165	+9.5%	$5.7M	0.5%	$259.49	42
2021-Q1	Increased	19,331	+2.2%	$4.6M	0.5%	$225.32	33
2020-Q4	Decreased	18,919	-13.0%	$4.2M	0.4%	$212.08	0
2020-Q3	Increased	21,753	+6.2%	$4.6M	0.4%	$200.02	34
2020-Q2	Increased	20,490	+10.1%	$4.2M	0.4%	$193.07	35
2020-Q1	Increased	18,619	+12.8%	$2.9M	0.3%	$149.21	35
2019-Q4	Increased	16,505	+40.9%	$2.6M	0.2%	$148.79	42
2019-Q3	Increased	11,714	+92.4%	$1.6M	0.2%	$130.73	49
2019-Q2	Increased	6,087	+4.5%	$815,000	0.1%	$125.54	26
2019-Q1	New	5,822	-	$686,000	0.1%	$110.12	34

Other major holders of MSFT: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, BlackRock, Inc.

MSFT30 quarters

MSFT
30 quarters