IWA
MSFT icon

IBEX Wealth Advisors’s Microsoft MSFT Stock Holding History

IBEX Wealth Advisors’s Portfolio MSFT Stock Details MSFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-342
Closed -$519K – 270
2019
Q2 		$519K Buy
+342
New +$43.4K 0.15% 113

Other funds holding MSFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

IBEX Wealth Advisors's MSFT Position: Q2 2026 in Review

IBEX Wealth Advisors increased its Microsoft (MSFT) stake by 1% in Q2 2026, buying an estimated $293K and bringing the position to 73,165 shares worth $27.3M. The position accounts for 2.14% of the portfolio, ranked #6.

IBEX Wealth Advisors first reported a position in MSFT in Q3 2016 and has held it in 39 quarters since. The position peaked at $39.3M in Q4 2025. 6,232 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • IBEX Wealth Advisors held 73,165 shares of Microsoft worth $27.3M as of Q2 2026.
  • IBEX Wealth Advisors bought 725 Microsoft shares in Q2 2026, an estimated $293K.
  • Microsoft made up 2.14% of IBEX Wealth Advisors's portfolio in Q2 2026, its #6 holding.
  • IBEX Wealth Advisors first reported a position in Microsoft in Q3 2016 and has held it in 39 quarters since.
  • IBEX Wealth Advisors's Microsoft position peaked at $39.3M in Q4 2025.
  • 6,232 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.