IBEX Wealth Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $26.8M | Sell |
72,440
-8,759
| -11% | -$3.67M | 2.5% | 4 |
|
|
2025
Q4 | $39.3M | Buy |
81,199
+11,313
| +16% | +$5.67M | 3.85% | 3 |
|
|
2025
Q3 | $36.2M | Buy |
69,886
+466
| +0.7% | +$238K | 3.47% | 4 |
|
|
2025
Q2 | $34.5M | Buy |
69,420
+909
| +1% | +$395K | 3.68% | 3 |
|
|
2025
Q1 | $25.7M | Sell |
68,511
-8,453
| -11% | -$3.45M | 3.4% | 3 |
|
|
2024
Q4 | $32.4M | Buy |
76,964
+67,312
| +697% | +$28.7M | 3.82% | 3 |
|
|
2024
Q3 | $2.92M | Sell |
9,652
-64,798
| -87% | -$27.7M | 0.8% | 44 |
|
|
2024
Q2 | $33.3M | Buy |
74,450
+11,462
| +18% | +$4.84M | 5.19% | 3 |
|
|
2024
Q1 | $15.1M | Buy |
62,988
+62,917
| +88,615% | +$25.5M | 4.09% | 1 |
|
|
2023
Q4 | $26.8K | Sell |
71
-69,305
| -100% | -$24.7M | 5.83% | 2 |
|
|
2023
Q3 | $21.9M | Buy |
+69,376
| New | +$22.9M | 5.58% | 2 |
|
|
2023
Q1 | $20M | Buy |
69,224
+6,236
| +10% | +$1.59M | 5.18% | 2 |
|
|
2022
Q4 | $15.1M | Sell |
62,988
-147
| -0.2% | -$35.3K | 3.41% | 1 |
|
|
2022
Q3 | $14.7M | Sell |
63,135
-574
| -0.9% | -$152K | 3.82% | 2 |
|
|
2022
Q2 | $16.4M | Sell |
63,709
-4,134
| -6% | -$1.12M | 3.77% | 1 |
|
|
2022
Q1 | $20.9M | Sell |
67,843
-8,650
| -11% | -$2.6M | 4.01% | 2 |
|
|
2021
Q4 | $25.7M | Buy |
76,493
+469
| +0.6% | +$152K | 4.55% | 2 |
|
|
2021
Q3 | $21.4M | Buy |
76,024
+543
| +0.7% | +$158K | 4.13% | 1 |
|
|
2021
Q2 | $20.4M | Buy |
75,481
+219
| +0.3% | +$55.7K | 4.09% | 1 |
|
|
2021
Q1 | $17.7M | Buy |
75,262
+857
| +1% | +$199K | 4.38% | 1 |
|
|
2020
Q4 | $16.5M | Buy |
74,405
+576
| +0.8% | +$124K | 4.32% | 2 |
|
|
2020
Q3 | $15.5M | Sell |
73,829
-203
| -0.3% | -$42.6K | 4.51% | 1 |
|
|
2020
Q2 | $15.1M | Sell |
74,032
-3,135
| -4% | -$569K | 4.84% | 1 |
|
|
2020
Q1 | $12.2M | Sell |
77,167
-1,196
| -2% | -$197K | 4.74% | 1 |
|
|
2019
Q4 | $12.4M | Sell |
78,363
-1,412
| -2% | -$207K | 3.79% | 1 |
|
|
2019
Q3 | $11.1M | Sell |
79,775
-1,584
| -2% | -$218K | 3.68% | 1 |
|
|
2019
Q2 | $10.9M | Sell |
81,359
-5,061
| -6% | -$643K | 3.14% | 1 |
|
|
2019
Q1 | $10.2M | Sell |
86,420
-6,720
| -7% | -$733K | 3.57% | 2 |
|
|
2018
Q4 | $9.46M | Sell |
93,140
-14,253
| -13% | -$1.53M | 4.32% | 3 |
|
|
2018
Q3 | $12.4M | Buy |
107,393
+1,105
| +1% | +$120K | 4.44% | 1 |
|
|
2018
Q2 | $9.41M | Hold |
106,288
| – | – | 3.77% | 1 |
|
|
2018
Q1 | $9.41M | Buy |
106,288
+431
| +0.4% | +$39.4K | 3.82% | 1 |
|
|
2017
Q4 | $9.35M | Buy |
105,857
+719
| +0.7% | +$59K | 4.14% | 1 |
|
|
2017
Q3 | $8.02M | Sell |
105,138
-836
| -0.8% | -$61.1K | 2.97% | 2 |
|
|
2017
Q2 | $7.42M | Buy |
105,974
+5,106
| +5% | +$351K | 2.92% | 3 |
|
|
2017
Q1 | $6.61M | Buy |
100,868
+3,360
| +3% | +$215K | 4.08% | 3 |
|
|
2016
Q4 | $6.12M | Buy |
97,508
+2,115
| +2% | +$127K | 2.93% | 3 |
|
|
2016
Q3 | $5.5M | Buy |
+95,393
| New | +$5.38M | 3.01% | 3 |
|
Other funds holding MSFT
VCM
VPM
IBEX Wealth Advisors's MSFT Position: Q1 2026 in Review
IBEX Wealth Advisors reduced its Microsoft (MSFT) stake by 11% in Q1 2026, selling an estimated $3.67M and leaving 72,440 shares worth $26.8M. The position accounts for 2.5% of the portfolio, ranked #4.
IBEX Wealth Advisors first reported a position in MSFT in Q3 2016 and has held it in 38 quarters since. The position peaked at $39.3M in Q4 2025. 6,183 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.
- IBEX Wealth Advisors held 72,440 shares of Microsoft worth $26.8M as of Q1 2026.
- IBEX Wealth Advisors sold 8,759 Microsoft shares in Q1 2026, an estimated $3.67M.
- Microsoft made up 2.5% of IBEX Wealth Advisors's portfolio in Q1 2026, its #4 holding.
- IBEX Wealth Advisors first reported a position in Microsoft in Q3 2016 and has held it in 38 quarters since.
- IBEX Wealth Advisors's Microsoft position peaked at $39.3M in Q4 2025.
- 6,183 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.
Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.