Position in MSFT
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$62,662,377
-$20,011,494 QoQ
Shares Held
169,280
-1.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
3.57%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 22%
Shared 0%
None 78%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Meridian Wealth Management, LLC holds $104,150,312 across 12 Software - Infrastructure names. MSFT ranks #1 (60.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
169,280 | $62,662,377 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
130,559 | $19,098,170 | |
| 3 | ORCL |
Oracle Corp
|
55,297 | $8,134,741 | |
| 4 | PANW |
Palo Alto Networks Inc
|
38,597 | $6,187,871 | |
| 5 | NET |
Cloudflare, Inc.
|
17,282 | $3,565,967 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
13,674 | $1,334,616 | |
| 7 | TWLO |
Twilio Inc
|
7,735 | $973,217 | |
| 8 | CRWV |
CoreWeave, Inc.
|
12,109 | $938,084 |
All Filings in MSFT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $62,662,377 | 169,280 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $82,673,871 | 170,948 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $85,025,118 | 164,157 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $80,174,533 | 161,184 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $60,555,662 | 161,314 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $73,241,104 | 173,763 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $73,603,675 | 171,052 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $67,575,204 | 160,618 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $60,551,841 | 161,025 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $88,742,169 | 281,052 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $45,561,527 | 133,792 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $39,857,186 | 138,249 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $32,022,205 | 133,526 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $29,283,914 | 125,736 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $41,794,202 | 162,731 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $33,038,191 | 107,159 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $35,784,784 | 106,401 | Shares | Other | 2022-01-27 | |
| 2021-09-30 | $29,554,237 | 104,832 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $27,834,433 | 102,748 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $23,416,204 | 99,318 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $21,672,827 | 97,441 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $19,357,090 | 92,032 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $16,819,694 | 82,648 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $11,395,809 | 72,258 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||