AWM
MGIC

Axxcess Wealth Management’s Magic Software Enterprises MGIC Stock Holding History

Axxcess Wealth Management’s Portfolio MGIC Stock Details MGIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-14,918
Closed -$384K – 755
2025
Q4 		$384K Sell
14,918
-740
-5% -$17K 0.01% 774
2025
Q3 		$320K Hold
15,658
– – 0.01% 738
2025
Q2 		$299K Hold
15,658
– – 0.01% 716
2025
Q1 		$203K Hold
15,658
– – 0.01% 810
2024
Q4 		$188K Sell
15,658
-250
-2% -$2.89K ﹤0.01% 824
2024
Q3 		$188K Sell
15,908
-310
-2% -$3.37K ﹤0.01% 852
2024
Q2 		$156K Buy
+16,218
New +$182K ﹤0.01% 810

Other funds holding MGIC

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Axxcess Wealth Management's MGIC Position: Q1 2026 in Review

Axxcess Wealth Management sold out of Magic Software Enterprises (MGIC) in Q1 2026, closing a stake of 14,918 shares — an estimated $384K sold.

Axxcess Wealth Management first reported a position in MGIC in Q2 2024 and held it in 7 quarters. The position peaked at $384K in Q4 2025. 1 fund tracked by Wall St. Rank holds MGIC as of Q1 2026.

  • Axxcess Wealth Management reported no remaining Magic Software Enterprises position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 14,918 Magic Software Enterprises shares in Q1 2026, an estimated $384K.
  • Axxcess Wealth Management first reported a position in Magic Software Enterprises in Q2 2024 and held it in 7 quarters.
  • Axxcess Wealth Management's Magic Software Enterprises position peaked at $384K in Q4 2025.
  • 1 fund tracked by Wall St. Rank held Magic Software Enterprises as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.