Meriwether Wealth & Planning, LLC
- SEC CIK
- 0002055554
- Latest filing
- Jul 8, 2026
MSFT holding history
Microsoft Corp in every 13F filed by Meriwether Wealth & Planning, 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)
- 5,809
- Value
- $2.17M
- % of portfolio
- 1.1%
- Quarters held
- 7
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 5,809 | $2.17M | 1.1% | +174+3.1% | Added | Holders |
| Q1 2026 | 5,635 | $2.09M | 1.1% | +672+13.5% | Added | Holders |
| Q4 2025 | 4,963 | $2.40M | 1.4% | −219−4.2% | Reduced | Holders |
| Q3 2025 | 5,182 | $2.68M | 1.6% | −368−6.6% | Reduced | Holders |
| Q2 2025 | 5,550 | $2.76M | 1.7% | −300−5.1% | Reduced | Holders |
| Q1 2025 | 5,850 | $2.20M | 1.4% | +747+14.6% | Added | Holders |
| Q4 2024 | 5,103 | $2.15M | 1.5% | – | No prior filing | Holders |