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Livermore
Livermore
ZHEN

Merit Financial Group, LLC

SEC CIK
0001621225
Latest filing
Jul 20, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Merit Financial Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MSFT overviewAll 13F holders of MSFTFull Q2 2026 holdings

Shares (Q2 2026)
520,766
Value
$194.3M
% of portfolio
1.2%
Quarters held
22
Since Q1 2021
Holdings of MSFT by Merit Financial Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026520,766$194.3M1.2%+88,986+20.6%AddedHolders
Q1 2026431,780$159.8M1.2%+64,319+17.5%AddedHolders
Q4 2025367,461$177.7M1.4%+32,705+9.8%AddedHolders
Q3 2025334,756$173.4M1.6%+31,283+10.3%AddedHolders
Q2 2025303,473$151.0M1.7%+52,705+21.0%AddedHolders
Q1 2025250,768$94.1M1.4%+29,387+13.3%AddedHolders
Q4 2024221,381$93.3M1.7%+40,917+22.7%AddedHolders
Q3 2024180,464$77.7M1.7%−21,714−10.7%ReducedHolders
Q2 2024202,178$90.4M2.0%−3,485−1.7%ReducedHolders
Q1 2024205,663$83.6M2.0%+88,376+75.4%AddedHolders
Q4 2023117,287$44.1M1.3%−39,235−25.1%ReducedHolders
Q3 2023156,522$49.4M1.6%+4,696+3.1%AddedHolders
Q2 2023151,826$51.7M1.7%+5,453+3.7%AddedHolders
Q1 2023146,373$42.2M1.5%+4,460+3.1%AddedHolders
Q4 2022141,913$34.0M1.2%+47,864+50.9%AddedHolders
Q3 202294,049$21.9M1.0%−18,353−16.3%ReducedHolders
Q2 2022112,402$28.9M0.9%+87,203+346.1%AddedHolders
Q1 202225,199$7.77M0.5%+3,950+18.6%AddedHolders
Q4 202121,249$7.15M0.7%−1,036−4.6%ReducedHolders
Q3 202122,285$6.28M0.7%+1,120+5.3%AddedHolders
Q2 202121,165$5.73M0.5%+1,834+9.5%AddedHolders
Q1 202119,331$4.56M0.5%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.